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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
MCC
1226
Money Concepts Capital
Florida
$20K -$70.8K -276 -77%
SOW
1227
State of Wyoming
Wyoming
$20K -$67.5K -263 -75%
BONH
1228
Bank of New Hampshire
New Hampshire
$20K
NFSG
1229
Newbridge Financial Services Group
Florida
$20K
GIS
1230
Grayhawk Investment Strategies
Alberta, Canada
$20K +$17.7K +69 New
BWM
1231
BerganKDV Wealth Management
Minnesota
$19K +$770 +3 +4%
HF
1232
Halpern Financial
Virginia
$18.1K
CMA
1233
Cedar Mountain Advisors
Oregon
$17K
RG
1234
Retirement Group
California
$17K
SIS
1235
Sound Income Strategies
Florida
$17K
CWP
1236
Concord Wealth Partners
Virginia
$17K +$513 +2 +3%
BWP
1237
Baldwin Wealth Partners
Massachusetts
$16K
CWC
1238
Carolinas Wealth Consulting
North Carolina
$16K
FA
1239
Financial Avengers
California
$16K
GI
1240
Gradient Investments
Minnesota
$16K
IWP
1241
IAG Wealth Partners
Wisconsin
$16K
M
1242
MOTCO
Texas
$16K
Simplex Trading
1243
Simplex Trading
Illinois
$16K +$19.2K +75 New
HNWAG
1244
High Net Worth Advisory Group
Florida
$15K
WWM
1245
Wolff Wiese Magana
California
$14K +$15.7K +61 New
TCM
1246
Tradewinds Capital Management
Washington
$13K -$100K -390 -87%
SC
1247
Stephens Consulting
Michigan
$12.8K
CFFP
1248
Center for Financial Planning
Michigan
$12K
CHA
1249
Carmichael Hill & Associates
Maryland
$11K +$1.54K +6 +13%
AWM
1250
Atticus Wealth Management
Florida
$10K -$49.8K -194 -82%

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.