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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
ATC
1276
Adirondack Trust Company
New York
$22K
NFSG
1277
Newbridge Financial Services Group
Florida
$22K +$276 +1 +1%
CAC
1278
Core Alternative Capital
Georgia
$22K +$20.4K +74 +529%
BONH
1279
Bank of New Hampshire
New Hampshire
$22K +$24.9K +90 New
HF
1280
Halpern Financial
Virginia
$20.2K -$9.12K -33 -29%
BWM
1281
BerganKDV Wealth Management
Minnesota
$20K -$276 -1 -1%
AP
1282
Arlington Partners
Alabama
$19K -$5.8K -21 -21%
AW
1283
Alaethes Wealth
Nevada
$19K
CMA
1284
Cedar Mountain Advisors
Oregon
$19K
CWP
1285
Concord Wealth Partners
Virginia
$19K
SIS
1286
Sound Income Strategies
Florida
$19K +$829 +3 +4%
RG
1287
Retirement Group
California
$19K +$4.7K +17 +28%
GA
1288
GoalVest Advisory
New York
$19K +$20.7K +75 New
GI
1289
Gradient Investments
Minnesota
$18K
M
1290
MOTCO
Texas
$18K
IWP
1291
IAG Wealth Partners
Wisconsin
$18K +$3.04K +11 +18%
BWP
1292
Baldwin Wealth Partners
Massachusetts
$17K -$42.8K -155 -69%
FA
1293
Financial Avengers
California
$17K
CWC
1294
Carolinas Wealth Consulting
North Carolina
$17K +$4.97K +18 +35%
PCOC
1295
Power Corp of Canada
Canada
$17K +$19.1K +69 New
HNWAG
1296
High Net Worth Advisory Group
Florida
$16K
RFWA
1297
RPg Family Wealth Advisory
Massachusetts
$15.7K
CT
1298
Cambridge Trust
Massachusetts
$15K -$23.2K -84 -58%
BFC
1299
Bedel Financial Consulting
Indiana
$15K -$3.31K -12 -17%
SC
1300
Stephens Consulting
Michigan
$14.2K

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.