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
PFS
926
Physicians Financial Services
North Carolina
$479K
PAM
927
Palisade Asset Management
Minnesota
$478K -$44.2K -160 -8%
AWA
928
Arete Wealth Advisors
Illinois
$476K -$7.73K -28 -1%
M
929
Mirova
France
$474K -$10.5K -38 -2%
TWI
930
Thomas White International
Illinois
$467K
MIM
931
Miller Investment Management
Pennsylvania
$463K
MFW
932
Meristem Family Wealth
Minnesota
$461K -$30.7K -111 -6%
BTW
933
Boston Trust Walden
Massachusetts
$458K
BOM
934
Bank of Marin
California
$454K
BA
935
Bridgewater Advisors
New York
$453K -$1.1K -4 -0.2%
SIC
936
SFE Investment Counsel
California
$452K
BA
937
Bellwether Advisors
Nebraska
$449K +$124K +450 +33%
MA
938
Montag & Associates
Georgia
$446K
YIH
939
Y-Intercept (HK)
Hong Kong
$444K +$491K +1,778 New
CWM
940
Calamos Wealth Management
Illinois
$443K +$55.5K +201 +13%
GDP
941
Great Diamond Partners
Maine
$440K -$16.8K -61 -3%
SSW
942
Smith Shellnut Wilson
Mississippi
$439K -$2.49K -9 -0.5%
OLVIG
943
Oliver Lagore Vanvalin Investment Group
Michigan
$439K +$486K +1,761 New
BAWC
944
Boyce & Associates Wealth Consulting
Texas
$438K +$484K +1,753 New
WPWM
945
Windward Private Wealth Management
Kansas
$435K -$70.2K -254 -13%
VC
946
Veracity Capital
Georgia
$433K -$1.32M -4,780 -73%
AG
947
AlphaSimPlex Group
Massachusetts
$431K -$75.7K -274 -14%
MCWS
948
McKinley Carter Wealth Services
West Virginia
$431K -$14.4K -52 -3%
IFG
949
Independent Financial Group
California
$427K +$4.42K +16 +0.9%
SC
950
Savant Capital
Illinois
$427K -$6.63K -24 -1%

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.