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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
LP
1476
LGL Partners
Pennsylvania
-$242K -687 Closed
OWA
1477
Opal Wealth Advisors
New York
-$242K -686 Closed
FHC
1478
First Heartland Consultants
Missouri
-$240 -681 Closed
ACM
1479
Advisors Capital Management
New Jersey
-$239K -677 Closed
CPA
1480
Court Place Advisors
Maryland
-$238K -675 Closed
AMCA
1481
Arthur M. Cohen & Associates
Illinois
-$236K -670 Closed
DA
1482
Detalus Advisors
Missouri
-$236K -670 Closed
VA
1483
Valmark Advisers
Ohio
-$235K -668 Closed
IA
1484
IFG Advisory
Georgia
-$232K -660 Closed
LNWTC
1485
Laird Norton Wetherby Trust Company
Washington
-$232K -659 Closed
CPC
1486
Cookson Peirce & Co
Pennsylvania
-$231K -657 Closed
WI
1487
WrapManager Inc
California
-$230K -654 Closed
DPI
1488
Diversified Portfolios Inc
Michigan
-$230K -652 Closed
CHAM
1489
Clear Harbor Asset Management
Connecticut
-$229K -651 Closed
FAFN
1490
First Affirmative Financial Network
Colorado
-$226K -641 Closed
CIP
1491
Convergence Investment Partners
Florida
-$225K -639 Closed
NP
1492
NorthRock Partners
Minnesota
-$224K -637 Closed
ZIM
1493
Zacks Investment Management
Illinois
-$223K -635 Closed
Jacobs Levy Equity Management
1494
Jacobs Levy Equity Management
New Jersey
-$223K -633 Closed
NRS
1495
Neville Rodie & Shaw
New York
-$222K -630 Closed
RPWA
1496
Regent Peak Wealth Advisors
Georgia
-$222K -629 Closed
AT
1497
Arvest Trust
Oklahoma
-$221K -628 Closed
AIM
1498
Allen Investment Management
New York
-$221K -627 Closed
MWA
1499
Meridian Wealth Advisors
Texas
-$220K -624 Closed
HWA
1500
HCR Wealth Advisors
California
-$218K -618 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.