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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
VCP
976
Verus Capital Partners
Arizona
$389K +$393K +1,423 New
GVAG
977
Great Valley Advisor Group
Delaware
$388K +$19.3K +70 +5%
GBWM
978
Granite Bay Wealth Management
New Hampshire
$387K -$2.14M -7,755 -83%
ZCA
979
Zeke Capital Advisors
Pennsylvania
$387K +$429K +1,553 New
SBL
980
Sargent Bickham Lagudis
Colorado
$380K -$861K -3,116 -67%
PBO
981
Peoples Bank (Ohio)
Ohio
$378K +$829 +3 +0.2%
GIP
982
Granite Investment Partners
California
$374K -$829K -3,000 -67%
IHL
983
Investment House LLC
California
$374K
SRSA
984
S.R. Schill & Associates
Washington
$374K
SIC
985
Sterling Investment Counsel
New York
$374K +$108K +390 +35%
FWP
986
FAS Wealth Partners
Kansas
$372K -$71K -257 -15%
TFS
987
Thoroughbred Financial Services
Tennessee
$372K +$40.1K +145 +11%
FFM
988
Forum Financial Management
Illinois
$371K -$21.8K -79 -5%
FNT
989
First National Trust
Pennsylvania
$370K -$9.39K -34 -2%
APP
990
Avantax Planning Partners
Iowa
$369K -$2.21K -8 -0.5%
FNBOO
991
First National Bank of Omaha
Nebraska
$368K -$44.2K -160 -10%
JGUA
992
John G. Ullman & Associates
New York
$366K +$4.14K +15 +1%
CRCM
993
Corbett Road Capital Management
Virginia
$366K +$73.5K +266 +22%
SAM
994
Silvercrest Asset Management
New York
$364K -$56.6K -205 -12%
USCWA
995
U.S. Capital Wealth Advisors
Texas
$364K +$29.6K +107 +8%
CIA
996
Choate Investment Advisors
Massachusetts
$360K
MHS
997
M Holdings Securities
Oregon
$359K +$397K +1,438 New
IIM
998
Ipswich Investment Management
Massachusetts
$356K
DA
999
DSC Advisors
Illinois
$356K +$394K +1,426 New
MW
1000
Marcum Wealth
Ohio
$354K -$80.4K -291 -17%

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.