We are live on ! Find out more
SHW icon

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
PAM
851
Paradigm Asset Management
New York
$649K
WSFS
852
Wilmington Savings Fund Society
Delaware
$646K -$16K -58 -2%
VPI
853
Value Partners Investments
Manitoba, Canada
$646K +$77.3K +280 +12%
PWW
854
Pettyjohn Wood & White
Virginia
$645K
CTA
855
Colonial Trust Advisors
South Carolina
$641K
CPIG
856
Chicago Partners Investment Group
Illinois
$637K -$1.66K -6 -0.2%
SFS
857
Stiles Financial Services
Minnesota
$632K +$37.8K +137 +6%
WPW
858
Waldron Private Wealth
Pennsylvania
$630K +$168K +608 +32%
NIM
859
NuWave Investment Management
New Jersey
$630K +$697K +2,525 New
SICM
860
Sustainable Insight Capital Management
New York
$629K -$2.26M -8,187 -76%
RIL
861
Rothschild Investment LLC
Illinois
$628K +$2.49K +9 +0.4%
OBGC
862
O'Brien Greene & Co
Pennsylvania
$625K
HH
863
Hilltop Holdings
Texas
$625K +$42.8K +155 +7%
CCM
864
Coldstream Capital Management
Washington
$624K -$125K -453 -15%
SIC
865
Salem Investment Counselors
North Carolina
$624K -$15.7K -57 -2%
AB
866
Atlas Brown
Kentucky
$619K +$124K +450 +22%
AWS
867
Atria Wealth Solutions
New York
$615K +$681K +2,467 New
CB
868
CNB Bank
Pennsylvania
$614K +$31.2K +113 +5%
MPPW
869
Mitchell & Pahl Private Wealth
Oklahoma
$607K +$125K +452 +23%
PIA
870
Pinion Investment Advisors
Kansas
$602K +$1.38K +5 +0.2%
SCA
871
Snowden Capital Advisors
New York
$602K +$526K +1,903 +372%
WG
872
Winton Group
United Kingdom
$598K -$1.53M -5,522 -70%
SWM
873
Shakespeare Wealth Management
Wisconsin
$597K
RPCONE
874
Retirement Planning Company of New England
Rhode Island
$594K +$1.66K +6 +0.3%
OIA
875
OneDigital Investment Advisors
Kansas
$592K -$14.6K -53 -2%

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.