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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
APA
1151
Astoria Portfolio Advisors
New York
$212K -$184K -666 -44%
LS
1152
Leelyn Smith
Illinois
$211K
HR
1153
Howe & Rusling
New York
$210K
MA
1154
MJP Associates
Connecticut
$210K
WTB
1155
Washington Trust Bank
Washington
$209K -$552 -2 -0.2%
DCM
1156
Donaldson Capital Management
Indiana
$209K +$3.31K +12 +1%
PCS
1157
Personal CFO Solutions
New Jersey
$209K +$72.4K +262 +46%
DACG
1158
Donor Advised Charitable Giving
California
$208K
HWA
1159
HHM Wealth Advisors
Tennessee
$206K
SWM
1160
Stockman Wealth Management
Montana
$206K
WS
1161
Wedbush Securities
California
$202K -$32.3K -117 -13%
VV
1162
Verity & Verity
South Carolina
$201K
BAM
1163
Belpointe Asset Management
Nevada
$201K +$7.18K +26 +3%
C
1164
CEDRUS
Colorado
$201K +$28.4K +103 +15%
CCM
1165
CTC Capital Management
Illinois
$200K +$221K +800 New
TFGT
1166
TS Financial Group (TSFG)
Illinois
$180K +$197K +714 +11,900%
CF
1167
Centaurus Financial
California
$178K -$79.5K -288 -29%
T
1168
TOBAM
France
$176K -$26.2K -95 -12%
MPWT
1169
MassMutual Private Wealth & Trust
Connecticut
$172K -$4.14K -15 -2%
GWS
1170
Glassman Wealth Services
Virginia
$165K -$4.14K -15 -2%
CA
1171
Crewe Advisors
Utah
$164K
FHA
1172
First Horizon Advisors
Tennessee
$161K -$496K -1,796 -74%
BAM
1173
Baldrige Asset Management
Pennsylvania
$158K -$10.2K -37 -6%
EWM
1174
Evermay Wealth Management
Virginia
$150K
RCA
1175
Reitz Capital Advisors
Michigan
$143K +$158K +572 New

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.