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Sherwin-Williams

1,356 hedge funds and large institutions have $50B invested in Sherwin-Williams in 2022 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 514 increasing their positions, 494 reducing their positions, and 190 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $254M | Put options by funds: $212M

4% more repeat investments, than reductions

Existing positions increased: 514 | Existing positions reduced: 494

0.06% more ownership

Funds ownership: 77.21%77.27% (+0.06%)

6% less funds holding

Funds holding: 1,4421,356 (-86)

29% less capital invested

Capital invested by funds: $70.3B → $50B (-$20.4B)

37% less first-time investments, than exits

New positions opened: 120 | Existing positions closed: 190

57% less funds holding in top 10

Funds holding in top 10: 5624 (-32)

Holders
1,356
Holders Change
-86
Holders Change %
-5.96%
% of All Funds
21.39%
Holding in Top 10
24
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-57.14%
% of All Funds
0.38%
New
120
Increased
514
Reduced
494
Closed
190
Calls
$254M
Puts
$212M
Net Calls
+$42.4M
Net Calls Change
+$165M
Name Holding Trade Value Shares
Change
Change in
Stake
CANY
776
Caxton Associates (New York)
New York
$867K +$960K +3,474 New
SCP
777
Shorepoint Capital Partners
Massachusetts
$861K +$380K +1,374 +66%
SFI
778
Siemens Fonds Invest
Germany
$859K
FNBT
779
FineMark National Bank & Trust
Florida
$859K +$14.1K +51 +2%
BOTW
780
Bank of the West
California
$856K -$22.6K -82 -2%
AL
781
Arnhold LLC
New York
$849K
JIR
782
James Investment Research
Ohio
$845K +$384K +1,392 +70%
GWM
783
Geneos Wealth Management
Colorado
$843K -$775K -2,805 -45%
SP
784
Symmetry Partners
Connecticut
$839K
CCP
785
Corient Capital Partners
California
$837K -$47.5K -172 -5%
FFN
786
Focus Financial Network
Minnesota
$835K +$63.5K +230 +7%
ST
787
Sageworth Trust
Pennsylvania
$832K +$920K +3,332 New
FIM
788
Fruth Investment Management
Texas
$823K
FW
789
Fidato Wealth
Ohio
$822K +$910K +3,294 New
OWM
790
OneAscent Wealth Management
Alabama
$822K +$910K +3,294 New
BWM
791
BCS Wealth Management
Tennessee
$809K -$20.7K -75 -2%
BB
792
Berkshire Bank
Massachusetts
$808K +$170K +616 +23%
FPCP
793
Fort Point Capital Partners
California
$800K +$5.52K +20 +0.6%
JWM
794
JGP Wealth Management
Oregon
$789K +$41.2K +149 +5%
Walleye Capital
795
Walleye Capital
New York
$784K +$868K +3,141 New
UH
796
Unigestion Holding
Switzerland
$782K
BWM
797
Baystate Wealth Management
Massachusetts
$779K +$2.21K +8 +0.3%
FPF
798
First Pacific Financial
Washington
$778K +$18K +65 +2%
SYBT
799
Stock Yards Bank & Trust
Kentucky
$777K -$9.67K -35 -1%
KWM
800
Kingsview Wealth Management
Oregon
$775K -$64.6K -234 -7%

SHW Hedge Fund Activity: Q1 2022 in Review

1,356 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q1 2022, worth a combined $50B — down 29% from $70.3B a quarter earlier.

Sellers outnumbered buyers: 190 funds closed out of SHW and 120 opened new positions — a net loss of 70 holders — while 494 trimmed existing stakes and 514 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $618M. The largest seller was T. Rowe Price Associates, cutting an estimated $545M.

  • 1,356 institutional investors held Sherwin-Williams (SHW) as of Q1 2022, down from 1,442 in Q4 2021.
  • Funds reported $50B of Sherwin-Williams stock for Q1 2022, down 29% quarter-over-quarter.
  • 120 funds opened new Sherwin-Williams positions in Q1 2022 and 190 closed out, a net change of -70 holders.
  • The largest Sherwin-Williams buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $618M added.
  • The largest Sherwin-Williams seller in Q1 2022 was T. Rowe Price Associates, an estimated $545M sold.

Based on aggregated 13F filings for Q1 2022.