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Sherwin-Williams

1,307 hedge funds and large institutions have $45B invested in Sherwin-Williams in 2022 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 468 increasing their positions, 514 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 2431 (+7)

20% more call options, than puts

Call options by funds: $344M | Put options by funds: $286M

0% more ownership

Funds ownership: 77.27%77.28% (+0%)

9% less repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 514

4% less funds holding

Funds holding: 1,3561,307 (-49)

10% less capital invested

Capital invested by funds: $50B → $45B (-$4.93B)

24% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 123

Holders
1,307
Holders Change
-49
Holders Change %
-3.61%
% of All Funds
22.02%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.52%
New
94
Increased
468
Reduced
514
Closed
123
Calls
$344M
Puts
$286M
Net Calls
+$58.1M
Net Calls Change
+$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
801
Lombard Odier Asset Management (Switzerland)
Switzerland
$680K +$779K +3,035 New
PGA
802
Portland Global Advisors
Maine
$679K
CSWG
803
Cardinal Strategic Wealth Guidance
Kentucky
$673K
1IA
804
1834 Investment Advisors
Wisconsin
$672K
GFA
805
Gifford Fong Associates
California
$672K
PTC
806
Provident Trust Company
Wisconsin
$672K
GSB
807
Greenfield Savings Bank
Massachusetts
$672K +$770K +3,000 New
CCM
808
Coldstream Capital Management
Washington
$670K +$126K +492 +20%
MPPW
809
Mitchell & Pahl Private Wealth
Oklahoma
$667K +$141K +549 +23%
AssetMark Inc
810
AssetMark Inc
California
$663K +$32.3K +126 +4%
CCMG
811
Clark Capital Management Group
Pennsylvania
$662K -$274K -1,067 -27%
PA
812
Parallel Advisors
California
$662K -$7.7K -30 -1%
SFG
813
SevenBridge Financial Group
Pennsylvania
$661K +$6.16K +24 +0.8%
TWM
814
TriaGen Wealth Management
California
$656K +$2.31K +9 +0.3%
LSA
815
Leonteq Securities AG
Switzerland
$656K +$616K +2,401 +455%
SXL
816
Summit X LLC
Missouri
$653K -$1.54K -6 -0.2%
SFS
817
Stiles Financial Services
Minnesota
$650K +$101K +393 +16%
HSA
818
HBK Sorce Advisory
Pennsylvania
$648K -$735K -2,864 -50%
EBWM
819
Eagle Bluffs Wealth Management
Missouri
$646K -$4.88K -19 -0.7%
WMP
820
Wealth Management Partners
Arizona
$645K +$257K +1,000 +50%
RWA
821
Ropes Wealth Advisors
Massachusetts
$639K +$1.54K +6 +0.2%
SIC
822
Salem Investment Counselors
North Carolina
$633K +$84.2K +328 +13%
MCM
823
Maple Capital Management
Vermont
$632K -$27.2K -106 -4%
SC
824
SouthState Corp
Florida
$627K +$7.18K +28 +1%
Carson Wealth (CWM LLC)
825
Carson Wealth (CWM LLC)
Nebraska
$626K +$132K +514 +23%

SHW Hedge Fund Activity: Q2 2022 in Review

1,307 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q2 2022, worth a combined $45B — down 9.9% from $50B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of SHW and 94 opened new positions — a net loss of 29 holders — while 514 trimmed existing stakes and 468 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.41B. The largest seller was Bank of America, cutting an estimated $681M.

  • 1,307 institutional investors held Sherwin-Williams (SHW) as of Q2 2022, down from 1,356 in Q1 2022.
  • Funds reported $45B of Sherwin-Williams stock for Q2 2022, down 9.9% quarter-over-quarter.
  • 94 funds opened new Sherwin-Williams positions in Q2 2022 and 123 closed out, a net change of -29 holders.
  • The largest Sherwin-Williams buyer in Q2 2022 was T. Rowe Price Associates, an estimated $1.41B added.
  • The largest Sherwin-Williams seller in Q2 2022 was Bank of America, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2022.