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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
FBB
1026
Fulton Breakefield Broenniman
Maryland
$277K
APIM
1027
Agate Pass Investment Management
Washington
$276K -$20K -78 -6%
LWP
1028
Lumature Wealth Partners
Georgia
$276K -$6.16K -24 -2%
CCA
1029
Covey Capital Advisors
Georgia
$275K
SCM
1030
Seascape Capital Management
New Hampshire
$275K +$3.33K +13 +1%
9WM
1031
9258 Wealth Management
Ohio
$275K +$22.1K +86 +8%
GCM
1032
Graham Capital Management
Connecticut
$272K +$312K +1,215 New
PFP
1033
Paragon Financial Partners
California
$271K
PGWM
1034
Pitti Group Wealth Management
New York
$271K +$770 +3 +0.2%
TCA
1035
Transcend Capital Advisors
New Jersey
$271K +$18.2K +71 +6%
BFA
1036
Beacon Financial Advisory
Ohio
$269K -$38K -148 -11%
AA
1037
Alesco Advisors
New York
$269K
HHAA
1038
Henry H. Armstrong Associates
Pennsylvania
$269K
WWA
1039
WCG Wealth Advisors
Nevada
$269K +$308K +1,200 New
ACM
1040
Armbruster Capital Management
New York
$267K
W
1041
Wealthquest
Ohio
$266K
ARC
1042
Advisor Resource Council
Texas
$266K +$305K +1,187 New
PWM
1043
Perigon Wealth Management
California
$265K +$34.9K +136 +13%
MIM
1044
Meixler Investment Management
Arizona
$265K +$60K +234 +25%
SS
1045
Simplicity Solutions
Minnesota
$264K +$56.2K +219 +23%
RP
1046
Rowlandmiller & Partners
Georgia
$262K
5L
1047
55I LLC
Massachusetts
$261K -$14.1K -55 -5%
YIA
1048
YHB Investment Advisors
Connecticut
$259K -$2.05K -8 -0.7%
AAP
1049
Arax Advisory Partners
Colorado
$258K -$4.11K -16 -1%
Impax Asset Management Group
1050
Impax Asset Management Group
United Kingdom
$258K

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.