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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
EFS
1426
Essex Financial Services
Connecticut
-$433K -1,228 Closed
MSFS
1427
Main Street Financial Solutions
Pennsylvania
-$427K -1,212 Closed
DIA
1428
Dana Investment Advisors
Wisconsin
-$423K -1,200 Closed
APWM
1429
Atlas Private Wealth Management
New York
-$421K -1,195 Closed
Group One Trading
1430
Group One Trading
Illinois
-$327K -1,185 Closed
RDWM
1431
Red Door Wealth Management
Tennessee
-$408K -1,159 Closed
SIA
1432
Schechter Investment Advisors
Michigan
-$405K -1,150 Closed
ARC
1433
Advisor Resource Council
Texas
-$384K -1,089 Closed
WFI
1434
West Family Investments
California
-$367K -1,041 Closed
C
1435
Certuity
Florida
-$358K -1,017 Closed
CA
1436
CGN Advisors
Kansas
-$338K -960 Closed
AS
1437
Altshuler Shaham
Israel
-$318K -902 Closed
GWANC
1438
Guardian Wealth Advisors (North Carolina)
North Carolina
-$311K -882 Closed
BCAM
1439
Boston Common Asset Management
Massachusetts
-$298K -847 Closed
WI
1440
Wintrust Investments
Illinois
-$298K -845 Closed
JDR
1441
Jay D. Rosenbaum
-$296K -840 Closed
LA
1442
LexAurum Advisors
Kansas
-$295K -838 Closed
CWM
1443
Cornerstone Wealth Management
Missouri
-$286K -815 Closed
CCA
1444
Childress Capital Advisors
Texas
-$286K -812 Closed
FZCM
1445
Flynn Zito Capital Management
New York
-$283K -804 Closed
BFPW
1446
BOK Financial Private Wealth
Colorado
-$282K -800 Closed
JWBC
1447
J.W. Burns & Co
New York
-$278K -789 Closed
CCM
1448
Crew Capital Management
Ohio
-$275K -782 Closed
HCM
1449
Howland Capital Management
Massachusetts
-$275K -780 Closed
AFC
1450
AFT Forsyth & Company
Florida
-$274K -777 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.