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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
HCP
876
Hexagon Capital Partners
Arkansas
$591K +$35.9K +130 +6%
GT
877
Glenview Trust
Kentucky
$589K +$2.49K +9 +0.4%
VC
878
Vicus Capital
Pennsylvania
$588K +$829 +3 +0.1%
CT
879
Caldwell Trust
Florida
$585K -$19.3K -70 -3%
OTL
880
Oak Thistle LLC
New York
$579K +$640K +2,318 New
FMP
881
Financial Management Professionals
Texas
$577K +$53K +192 +9%
GIA
882
Gateway Investment Advisers
Ohio
$574K +$194K +701 +44%
ARMT
883
Amica Retiree Medical Trust
Rhode Island
$569K -$54.1K -196 -8%
Carson Wealth (CWM LLC)
884
Carson Wealth (CWM LLC)
Nebraska
$569K +$89.5K +324 +17%
CWM
885
Connecticut Wealth Management
Connecticut
$564K +$2.76K +10 +0.4%
KFA
886
Krane Funds Advisors
New York
$563K +$333K +1,206 +115%
NFG
887
Nations Financial Group
Iowa
$562K -$3.57M -12,939 -85%
MG
888
Mather Group
Illinois
$562K +$621K +2,250 New
RCA
889
Riverview Capital Advisers
Massachusetts
$562K
GLA
890
Great Lakes Advisors
Illinois
$559K +$137K +497 +29%
FWCM
891
Ferguson Wellman Capital Management
Oregon
$557K
RFN
892
RDA Financial Network
Iowa
$557K +$71.5K +259 +13%
LAM
893
LifePro Asset Management
California
$556K +$83.7K +303 +16%
OL
894
Optas LLC
Texas
$553K -$4.7K -17 -0.8%
MME
895
Meag Munich Ergo
Germany
$550K +$602K +2,178 New
FFG
896
Fortem Financial Group
California
$545K -$318K -1,152 -35%
WIA
897
World Investment Advisors
California
$544K -$16.8K -61 -3%
CI
898
Conning Inc
Connecticut
$539K -$40.1K -145 -6%
MIM
899
Moseley Investment Management
Florida
$535K +$72.1K +261 +14%
VWM
900
Vigilare Wealth Management
Arizona
$533K -$232K -841 -28%

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.