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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
CA
1526
Cornerstone Advisory
Maryland
-$44K -126 Closed
GM
1527
GeoWealth Management
Illinois
-$41K -119 Closed
KPCM
1528
Kings Point Capital Management
New York
-$27K -76 Closed
AWA
1529
Amplius Wealth Advisors
Pennsylvania
-$25K -72 Closed
CFCI
1530
Comprehensive Financial Consultants Institutional
Indiana
-$19K -72 Closed
LF
1531
Lee Financial
Texas
-$23K -65 Closed
SFM
1532
Signet Financial Management
New Jersey
-$15K -43 Closed
JFGIW
1533
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$11K -32 Closed
APC
1534
Aspire Private Capital
North Carolina
-$8K -24 Closed
TAM
1535
Tucker Asset Management
Colorado
-$8.06K -23 Closed
CCM
1536
Chilton Capital Management
Texas
-$7K -21 Closed
JRFS
1537
James Reed Financial Services
Ohio
-$5K -15 Closed
ACA
1538
Atlas Capital Advisors
Wyoming
-$4.22K -12 Closed
HDIM
1539
Hanson & Doremus Investment Management
Vermont
-$4K -12 Closed
NSIM
1540
North Star Investment Management
Illinois
-$4K -10 Closed
MBFW
1541
Morton Brown Family Wealth
Pennsylvania
-$2K -5 Closed
ACM
1542
Absolute Capital Management
Pennsylvania
-$1.06K -3 Closed
CCA
1543
Column Capital Advisors
Indiana
-$1K -3 Closed
JGCM
1544
Joseph Group Capital Management
Ohio
-$1K -3 Closed
PO
1545
Private Ocean
California
+$276 +1 New
MAM
1546
Marquette Asset Management
Minnesota
+$552 +2 New
JSAM
1547
J. Safra Asset Management
New York
+$13.8K +50 New

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.