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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
BCM
1451
Becker Capital Management
Oregon
-$274K -777 Closed
LSA
1452
Lion Street Advisors
Texas
-$273K -776 Closed
AC
1453
Asio Capital
Kentucky
-$273K -775 Closed
SB
1454
Sunflower Bank
Texas
-$273K -774 Closed
AWM
1455
Avaii Wealth Management
Wisconsin
-$272K -773 Closed
THWM
1456
Taylor Hoffman Wealth Management
Virginia
-$272K -771 Closed
MIC
1457
Means Investment Company
Maine
-$268K -761 Closed
LWM
1458
Laidlaw Wealth Management
New York
-$265K -752 Closed
GA
1459
Geller Advisors
New York
-$264K -751 Closed
MIA
1460
MainStreet Investment Advisors
Illinois
-$260K -738 Closed
ESB
1461
Essex Savings Bank
Connecticut
-$259K -737 Closed
CRI
1462
Colonial River Investments
Virginia
-$259K -736 Closed
IWA
1463
IVC Wealth Advisors
Pennsylvania
-$258K -734 Closed
EA
1464
Echo45 Advisors
California
-$258K -733 Closed
CC
1465
Commons Capital
Massachusetts
-$258K -731 Closed
TWM
1466
Titus Wealth Management
California
-$256K -728 Closed
WSCM
1467
Wellington Shields Capital Management
New York
-$252K -715 Closed
JC
1468
Jacobs & Co
California
-$248K -705 Closed
PP
1469
Palladium Partners
Virginia
-$248K -705 Closed
CB
1470
Cadence Bank
Mississippi
-$248K -703 Closed
GKWIM
1471
Gerber Kawasaki Wealth & Investment Management
California
-$246K -700 Closed
MC
1472
Machina Capital
France
-$247K -700 Closed
RA
1473
RFG Advisory
Alabama
-$246K -698 Closed
LFA
1474
Legacy Financial Advisors
Kentucky
-$245K -696 Closed
BCM
1475
Barometer Capital Management
Ontario, Canada
-$243K -691 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.