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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
WANY
1001
Wealthspire Advisors (New York)
New York
$298K +$21.6K +84 +7%
WA
1002
Wealth Alliance
New York
$295K +$338K +1,318 New
VBCG
1003
Valley Brook Capital Group
Pennsylvania
$294K
NAG
1004
Northstar Advisory Group
New Jersey
$293K -$376K -1,465 -53%
HPWM
1005
Highland Private Wealth Management
Washington
$290K +$95.4K +372 +40%
T
1006
TOBAM
France
$290K +$151K +588 +83%
MHS
1007
M Holdings Securities
Oregon
$289K -$37.5K -146 -10%
MCM
1008
MV Capital Management
Maryland
$288K +$12.6K +49 +4%
FDS
1009
First Dallas Securities
Texas
$287K +$329K +1,283 New
PCP
1010
Proficio Capital Partners
Massachusetts
$286K -$2.31K -9 -0.7%
OFS
1011
OneAscent Financial Services
Alabama
$286K -$1.54K -6 -0.5%
HWMG
1012
Hurlow Wealth Management Group
Indiana
$285K
VFA
1013
Values First Advisors
Tennessee
$285K +$48.2K +188 +17%
VC
1014
Veracity Capital
Georgia
$284K -$119K -463 -27%
CFN
1015
Cordasco Financial Network
Florida
$284K +$9.24K +36 +3%
VCP
1016
Verus Capital Partners
Arizona
$283K -$34.4K -134 -9%
QCG
1017
Quadrant Capital Group
Ohio
$283K +$37.7K +147 +13%
OWA
1018
One Wealth Advisors
California
$282K
HCM
1019
Hodges Capital Management
Texas
$282K +$324K +1,261 New
IC
1020
Intersect Capital
California
$281K +$51.8K +202 +19%
NERM
1021
New England Research & Management
Illinois
$280K
OTL
1022
Oak Thistle LLC
New York
$279K -$275K -1,071 -46%
GBWM
1023
Granite Bay Wealth Management
New Hampshire
$279K -$78.3K -305 -20%
IA
1024
Inspire Advisors
Idaho
$278K -$257 -1 -0.1%
EC
1025
Enhancing Capital
Pennsylvania
$278K

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.