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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
VCAM
1401
Van Cleef Asset Management
Ohio
-$1.06M -3,025 Closed
JWM
1402
Jackson Wealth Management
Florida
-$1.06M -3,000 Closed
BCM
1403
Bluefin Capital Management
New York
-$1.02M -2,900 Closed
AIMCA
1404
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$1M -2,846 Closed
UFF
1405
USA Financial Formulas
Michigan
-$991K -2,814 Closed
ATPW
1406
Ashton Thomas Private Wealth
Arizona
-$939K -2,666 Closed
AIL
1407
AGF Investments LLC
Ontario, Canada
-$906K -2,574 Closed
RCIM
1408
Red Cedar Investment Management
Michigan
-$895K -2,541 Closed
MWM
1409
Minot Wealth Management
Massachusetts
-$775K -2,201 Closed
SFSG
1410
Sound Financial Strategies Group
Mississippi
-$745K -2,116 Closed
HCM
1411
Hodges Capital Management
Texas
-$744K -2,111 Closed
MWM
1412
Modera Wealth Management
New Jersey
-$718K -2,040 Closed
BFA
1413
Beaumont Financial Advisors
Massachusetts
-$596K -1,692 Closed
EN1L
1414
Engine No 1 LLC
California
-$581K -1,650 Closed
MPM
1415
MBB Public Markets
Illinois
-$579K -1,644 Closed
VDI
1416
Vaughan David Investments
Illinois
-$562K -1,595 Closed
LP
1417
LMR Partners
United Kingdom
-$555K -1,577 Closed
BCM
1418
BTC Capital Management
Iowa
-$515K -1,458 Closed
CWA
1419
Clarus Wealth Advisors
Arizona
-$463K -1,440 Closed
GSWM
1420
Golden State Wealth Management
California
-$491K -1,394 Closed
HC
1421
Hamilton Capital
Ohio
-$477K -1,355 Closed
LA
1422
Latitude Advisors
Florida
-$475K -1,348 Closed
AWM
1423
Aries Wealth Management
Maine
-$469K -1,332 Closed
TPM
1424
Triasima Portfolio Management
Quebec, Canada
-$437K -1,242 Closed
AA
1425
ALPS Advisors
Colorado
-$433K -1,230 Closed

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.