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Sherwin-Williams

1,646 hedge funds and large institutions have $75B invested in Sherwin-Williams in 2024 Q3 according to their latest regulatory filings, with 202 funds opening new positions, 560 increasing their positions, 628 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 73

26% more capital invested

Capital invested by funds: $59.3B → $75B (+$15.6B)

24% more funds holding in top 10

Funds holding in top 10: 3847 (+9)

7% more funds holding

Funds holding: 1,5331,646 (+113)

6% more call options, than puts

Call options by funds: $354M | Put options by funds: $336M

0.16% less ownership

Funds ownership: 78.42%78.26% (-0.16%)

11% less repeat investments, than reductions

Existing positions increased: 560 | Existing positions reduced: 628

Holders
1,646
Holders Change
+113
Holders Change %
+7.37%
% of All Funds
23.63%
Holding in Top 10
47
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.68%
% of All Funds
0.67%
New
202
Increased
560
Reduced
628
Closed
73
Calls
$354M
Puts
$336M
Net Calls
+$18.6M
Net Calls Change
-$59.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
276
Capital International
California
$19.7M -$22.7K -65 -0.1%
Truist Financial
277
Truist Financial
North Carolina
$19.7M -$246K -705 -1%
AB
278
Amalgamated Bank
New York
$19.5M +$378K +1,083 +2%
DnB Asset Management
279
DnB Asset Management
Norway
$19.5M -$6.28M -18,007 -26%
1CP
280
11 Capital Partners
Connecticut
$19.5M -$1.71M -4,900 -9%
COPPSERS
281
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$19.3M -$250K -716 -1%
BS
282
Banco Santander
Spain
$19.3M -$194K -557 -1%
AT
283
AMF Tjänstepension
Sweden
$19.1M
CM
284
Cercano Management
Washington
$18.9M -$2.44M -6,993 -12%
CII
285
Capital International Inc
California
$18.8M +$743K +2,128 +5%
TS
286
Tamar Securities
California
$18.6M +$560K +1,604 +3%
CCM
287
Copeland Capital Management
Pennsylvania
$18.6M -$693K -1,986 -4%
PIM
288
Penobscot Investment Management
Massachusetts
$18.5M +$232K +665 +1%
VanEck Associates
289
VanEck Associates
New York
$18.5M +$1.44M +4,132 +9%
FLPIM
290
F.L. Putnam Investment Management
Massachusetts
$18.5M +$47.1K +135 +0.3%
Lazard Asset Management
291
Lazard Asset Management
New York
$18.4M -$13.5M -38,638 -44%
SFA
292
Sequoia Financial Advisors
Ohio
$18.3M -$2.26M -6,468 -12%
BCP
293
BSN Capital Partners
United Kingdom
$18.2M +$21.3M +61,000 New
CNB
294
Czech National Bank
Czech Republic
$18M +$986K +2,825 +6%
BVDMP
295
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$17.7M
BPWM
296
Badgley Phelps Wealth Managers
Washington
$17.7M -$411K -1,177 -2%
Creative Planning
297
Creative Planning
Kansas
$17.6M +$1.66M +4,770 +12%
EGM
298
Engineers Gate Manager
New York
$17.3M -$7.36M -21,099 -32%
UM
299
Ulysses Management
New York
$17.2M -$12.2M -35,000 -44%
MML Investors Services
300
MML Investors Services
Massachusetts
$17.1M -$1.8M -5,153 -10%

SHW Hedge Fund Activity: Q3 2024 in Review

1,646 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q3 2024, worth a combined $75B — up 26% from $59.3B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new SHW positions and 73 closed out — a net gain of 129 holders — while 560 added to existing stakes and 628 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.37B. The largest seller was Morgan Stanley, cutting an estimated $344M.

  • 1,646 institutional investors held Sherwin-Williams (SHW) as of Q3 2024, up from 1,533 in Q2 2024.
  • Funds reported $75B of Sherwin-Williams stock for Q3 2024, up 26% quarter-over-quarter.
  • 202 funds opened new Sherwin-Williams positions in Q3 2024 and 73 closed out, a net change of +129 holders.
  • The largest Sherwin-Williams buyer in Q3 2024 was T. Rowe Price Associates, an estimated $1.37B added.
  • The largest Sherwin-Williams seller in Q3 2024 was Morgan Stanley, an estimated $344M sold.

Based on aggregated 13F filings for Q3 2024.