We are live on ! Find out more
SHW icon

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
DHGWA
1326
Dixon Hughes Goodman Wealth Advisors
North Carolina
$6K
HC
1327
Hoese & Co
Minnesota
$6K
WAS
1328
Winch Advisory Services
Wisconsin
$6K
PMFA
1329
Plante Moran Financial Advisors
Michigan
$5K -$26.5K -96 -82%
FFA
1330
Freedman Financial Associates
Massachusetts
$5K
HWM
1331
HighMark Wealth Management
Minnesota
$5K
RA
1332
Rise Advisors
New York
$5K
GAM
1333
Gemmer Asset Management
California
$4K -$1.66K -6 -25%
PP
1334
Pacifica Partners
Canada
$4K
PCA
1335
Providence Capital Advisors
North Carolina
$4K
RCM
1336
Raleigh Capital Management
North Carolina
$4K
TH
1337
TCTC Holdings
Texas
$4K
TFM
1338
TFC Financial Management
Massachusetts
$4K
GKIM
1339
GW&K Investment Management
Massachusetts
$4K +$4.14K +15 New
DI
1340
Disciplined Investments
Oklahoma
$4K +$4.97K +18 New
FGAM
1341
Financial Gravity Asset Management
Texas
$3.47K -$174K -630 -4%
RIM
1342
Rockbridge Investment Management
New York
$3.06K
SC
1343
Schubert & Co
Texas
$3K -$829 -3 -19%
MCM
1344
Manchester Capital Management
Vermont
$3K
TJHA
1345
Thomas J. Herzfeld Advisors
Florida
$3K
AFS
1346
Annapolis Financial Services
Maryland
$3K +$3.59K +13 New
KFP
1347
KB Financial Partners
New Jersey
$2K
SC
1348
Solstein Capital
California
$2K
GFPC
1349
Global Financial Private Client
Florida
$1.53K
TSW
1350
Thompson Siegel & Walmsley
Virginia
$1K -$1.38K -5 -56%

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.