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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
SIG
1026
Stonegate Investment Group
Alabama
$314K -$81.5K -295 -19%
LWP
1027
Lumature Wealth Partners
Georgia
$313K +$38.9K +141 +13%
WANY
1028
Wealthspire Advisors (New York)
New York
$312K -$251K -907 -42%
NERM
1029
New England Research & Management
Illinois
$312K
IA
1030
Inspire Advisors
Idaho
$310K -$3.59K -13 -1%
EC
1031
Enhancing Capital
Pennsylvania
$310K
FBB
1032
Fulton Breakefield Broenniman
Maryland
$309K
MCM
1033
MV Capital Management
Maryland
$308K -$13.3K -48 -4%
TCM
1034
Teza Capital Management
Illinois
$308K +$121K +437 +55%
CFN
1035
Cordasco Financial Network
Florida
$307K
CCA
1036
Covey Capital Advisors
Georgia
$306K -$6.91K -25 -2%
PG
1037
Pendal Group
Australia
$306K -$1.66K -6 -0.5%
5L
1038
55I LLC
Massachusetts
$304K -$50.8K -184 -13%
SCM
1039
Seascape Capital Management
New Hampshire
$303K -$829 -3 -0.2%
PFP
1040
Paragon Financial Partners
California
$302K
RBFC
1041
Roman Butler Fullerton & Co
Missouri
$302K +$552 +2 +0.2%
BAS
1042
Brown Advisory Securities
Maryland
$301K -$792K -2,866 -70%
IAIM
1043
International Assets Investment Management
Florida
$301K -$50K -181 -13%
PGWM
1044
Pitti Group Wealth Management
New York
$301K +$71.8K +260 +27%
HC
1045
Henshaw Capital
Massachusetts
$301K
AA
1046
Alesco Advisors
New York
$300K
HHAA
1047
Henry H. Armstrong Associates
Pennsylvania
$300K
ACM
1048
Armbruster Capital Management
New York
$298K
ICM
1049
IMS Capital Management
Oregon
$298K +$72.6K +263 +28%
MWM
1050
Meridian Wealth Management
Kentucky
$294K -$496K -1,797 -60%

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.