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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
HCM
1051
Howland Capital Management
Massachusetts
$258K +$296K +1,153 New
USCWA
1052
U.S. Capital Wealth Advisors
Texas
$256K -$80.6K -314 -22%
BTI
1053
Blue Trust Inc
Georgia
$256K +$263K +1,025 New
BBNA
1054
Bremer Bank National Association
Minnesota
$255K
KM
1055
Kalos Management
Georgia
$254K +$5.64K +22 +2%
EWA
1056
EverSource Wealth Advisors
Alabama
$254K +$55.7K +217 +24%
FTUS
1057
Flow Traders U.S.
New York
$254K +$291K +1,134 New
PG
1058
Pendal Group
Australia
$253K -$24.9K -97 -8%
MWM
1059
Meridian Wealth Management
Kentucky
$253K -$12.8K -50 -4%
RFM
1060
Royal Fund Management
Florida
$253K +$3.85K +15 +1%
HIC
1061
Harvey Investment Company
Kentucky
$252K
RWB
1062
RMR Wealth Builders
New Jersey
$250K -$128K -500 -31%
CCM
1063
Chickasaw Capital Management
Tennessee
$249K
FAIM
1064
Financial Advocates Investment Management
Washington
$249K +$285K +1,110 New
FG
1065
Fiduciary Group
Georgia
$248K
SMC
1066
Smith, Moore & Co
Missouri
$247K +$257 +1 +0.1%
PP
1067
PDT Partners
New York
$247K +$282K +1,101 New
FCB
1068
First Command Bank
Texas
$245K
FCFS
1069
First Command Financial Services
Texas
$245K
CA
1070
Crewe Advisors
Utah
$245K +$112K +435 +66%
LSA
1071
Lion Street Advisors
Texas
$245K +$199K +775 New
MFG
1072
Menard Financial Group
Texas
$242K -$70.3K -274 -20%
DCM
1073
Deuterium Capital Management
Florida
$242K
MBTD
1074
Mechanics Bank - Trust Department
California
$242K
SAA
1075
Southeast Asset Advisors
Georgia
$242K

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.