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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
CAL
1176
Capital Advisors Ltd
Ohio
$139K +$77.3K +280 +102%
Koshinski Asset Management
1177
Koshinski Asset Management
Illinois
$138K -$1.38K -5 -0.9%
Parallax Volatility Advisers
1178
Parallax Volatility Advisers
California
$134K +$148K +536 New
LSA
1179
Leonteq Securities AG
Switzerland
$132K +$123K +447 +552%
FMLI
1180
Fukoku Mutual Life Insurance
Japan
$130K
POIA
1181
Pin Oak Investment Advisors
Texas
$130K
WTA
1182
Washington Trust Advisors
Massachusetts
$125K -$8.56K -31 -6%
SC
1183
Skylands Capital
Wisconsin
$125K
CYG
1184
Clean Yield Group
Vermont
$124K -$829 -3 -0.6%
SC
1185
Seldon Capital
California
$124K
DWA
1186
Dougherty Wealth Advisers
Minnesota
$120K
GRP
1187
Global Retirement Partners
California
$120K +$129K +466 New
ZB
1188
Zions Bancorporation
Utah
$118K +$26.2K +95 +25%
T
1189
TCWP
Ohio
$115K +$128K +462 New
TCM
1190
Tradewinds Capital Management
Washington
$112K
CWM
1191
Curi Wealth Management
North Carolina
$112K +$106K +385 +592%
WT
1192
Washington Trust
Rhode Island
$109K -$2.49K -9 -2%
LSA
1193
Lansing Street Advisors
Pennsylvania
$109K +$114K +414 New
MHR
1194
Matthew Hamilton Rosenberg
$108K +$11K +40 +10%
LJHT
1195
Laurie J. Hall Trustee
$107K
SCA
1196
Stonebridge Capital Advisors
Minnesota
$106K
C
1197
Covestor
United Kingdom
$105K +$47.5K +172 +69%
CFG
1198
Claremont Financial Group
California
$105K +$110K +399 New
AIC
1199
Archer Investment Corporation
Indiana
$104K
RTC
1200
Riverview Trust Company
Washington
$103K +$39.8K +144 +54%

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.