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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
ETC
1301
Exchange Traded Concepts
Oklahoma
$14K -$544K -1,968 -97%
TFO
1302
Tarbox Family Office
California
$13K -$14.1K -51 -49%
CFFP
1303
Center for Financial Planning
Michigan
$13K
UIA
1304
Ulland Investment Advisors
Minnesota
$13K +$14.1K +51 New
IFAM
1305
Institutional & Family Asset Management
Colorado
$12K
FAG
1306
Fortitude Advisory Group
Washington
$11K -$12.7K -46 -52%
CHA
1307
Carmichael Hill & Associates
Maryland
$11K
SWA
1308
SOA Wealth Advisors
New York
$11K
WCMN
1309
Westchester Capital Management (Nebraska)
Nebraska
$11K
TWA
1310
TCI Wealth Advisors
Arizona
$10K -$8.56K -31 -44%
CTB
1311
Country Trust Bank
Illinois
$9K
EIM
1312
Essex Investment Management
Massachusetts
$9K
CIAS
1313
CFS Investment Advisory Services
New Jersey
$9K +$618M +2,237,849 +24,918%
CWA
1314
Carolina Wealth Advisors
South Carolina
$8K
JWM
1315
Janiczek Wealth Management
Colorado
$8K +$8.29K +30 +1,000%
GIA
1316
GHP Investment Advisors
Colorado
$8K +$9.39K +34 New
PP
1317
PrairieView Partners
Minnesota
$7K -$68.8K -249 -89%
MFA
1318
McClarren Financial Advisors
Pennsylvania
$7K -$276 -1 -3%
EIP
1319
Ellis Investment Partners
Pennsylvania
$7K
FRA
1320
Front Row Advisors
California
$7K
SC
1321
Sierra Capital
Florida
$7K
TF
1322
Tompkins Financial
New York
$7K
TIM
1323
Tortoise Investment Management
New York
$7K
CI
1324
Cordant Inc
Oregon
$7K +$7.73K +28 New
LWA
1325
Lenox Wealth Advisors
New York
$6K -$3.31K -12 -33%

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.