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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
SW
951
SVB Wealth
Massachusetts
$357K +$84.9K +331 +26%
AT
952
Arden Trust
Delaware
$356K +$407K +1,588 New
MFG
953
Magnus Financial Group
New York
$351K -$18.5K -72 -4%
ACG
954
Allen Capital Group
Nebraska
$351K
ZCA
955
Zeke Capital Advisors
Pennsylvania
$350K +$3.59K +14 +0.9%
BAM
956
Belpointe Asset Management
Nevada
$350K +$194K +757 +94%
SN
957
Sittner & Nelson
Oregon
$349K
FWP
958
FAS Wealth Partners
Kansas
$347K +$15.9K +62 +4%
AIC
959
Argus Investors Counsel
New York
$347K +$52.6K +205 +15%
LS
960
Leelyn Smith
Illinois
$344K +$178K +693 +82%
FA
961
FDx Advisors
Illinois
$343K +$143K +558 +57%
SBL
962
Sargent Bickham Lagudis
Colorado
$342K +$1.03K +4 +0.3%
VCM
963
Virtue Capital Management
Tennessee
$340K -$750K -2,924 -66%
IB
964
Intrust Bank
Kansas
$339K -$44.9K -175 -10%
IWN
965
Independent Wealth Network
Iowa
$339K -$12.8K -50 -3%
FFM
966
Forum Financial Management
Illinois
$339K +$5.9K +23 +2%
FCBT
967
First Citizens Bank & Trust
North Carolina
$337K -$295K -1,148 -43%
IHL
968
Investment House LLC
California
$336K
SRSA
969
S.R. Schill & Associates
Washington
$336K
CP
970
Covenant Partners
Tennessee
$335K +$384K +1,496 New
CHP
971
Cable Hill Partners
Oregon
$331K +$31.8K +124 +9%
CWA
972
CM Wealth Advisors
Ohio
$328K +$376K +1,467 New
FNT
973
First National Trust
Pennsylvania
$328K -$4.36K -17 -1%
APP
974
Avantax Planning Partners
Iowa
$328K -$3.08K -12 -0.8%
FFG
975
Fortem Financial Group
California
$326K -$186K -725 -33%

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.