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Sherwin-Williams

1,532 hedge funds and large institutions have $59.3B invested in Sherwin-Williams in 2024 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 587 increasing their positions, 559 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $267M | Put options by funds: $189M

5% more repeat investments, than reductions

Existing positions increased: 587 | Existing positions reduced: 559

0.71% more ownership

Funds ownership: 77.71%78.42% (+0.71%)

3% less funds holding

Funds holding: 1,5821,532 (-50)

13% less capital invested

Capital invested by funds: $68.5B → $59.3B (-$9.11B)

17% less funds holding in top 10

Funds holding in top 10: 4638 (-8)

18% less first-time investments, than exits

New positions opened: 122 | Existing positions closed: 148

Holders
1,532
Holders Change
-50
Holders Change %
-3.16%
% of All Funds
22.13%
Holding in Top 10
38
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.39%
% of All Funds
0.55%
New
122
Increased
587
Reduced
559
Closed
148
Calls
$267M
Puts
$189M
Net Calls
+$77.7M
Net Calls Change
+$260M
Name Holding Trade Value Shares
Change
Change in
Stake
Rafferty Asset Management
301
Rafferty Asset Management
New York
$14.8M +$966K +3,121 +7%
II
302
IFM Investors
Australia
$14.6M +$320K +1,033 +2%
BVDMP
303
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$14.5M
FLPIM
304
F.L. Putnam Investment Management
Massachusetts
$14.4M +$200K +645 +1%
PIM
305
Penobscot Investment Management
Massachusetts
$14.3M +$359K +1,160 +2%
BPWM
306
Badgley Phelps Wealth Managers
Washington
$14.2M -$356K -1,151 -2%
CII
307
Capital International Inc
California
$14.1M -$121K -391 -0.8%
TS
308
Tamar Securities
California
$14.1M +$2.79M +9,003 +24%
VanEck Associates
309
VanEck Associates
New York
$14M +$11.7M +37,763 +417%
TRSOTSOK
310
Teachers Retirement System of the State of Kentucky
Kentucky
$13.9M -$24.8K -80 -0.2%
BCIM
311
British Columbia Investment Management
British Columbia, Canada
$13.8M +$5.29M +17,109 +59%
WCA
312
Waratah Capital Advisors
Ontario, Canada
$13.8M +$5.24M +16,934 +58%
CNB
313
Czech National Bank
Czech Republic
$13.3M +$933K +3,017 +7%
SWM
314
Segment Wealth Management
Texas
$13.2M +$479K +1,549 +4%
VLKIM
315
Van Lanschot Kempen Investment Management
Netherlands
$13.2M -$2.53M -8,172 -16%
BFA
316
Brendel Financial Advisors
New Hampshire
$13.2M +$13.7M +44,151 New
WT
317
Whittier Trust
California
$12.8M -$119K -384 -0.9%
QC
318
Quadrature Capital
United Kingdom
$12.8M +$13.3M +42,893 New
PI
319
PineBridge Investments
New York
$12.7M +$6.63M +21,421 +101%
Mirae Asset Global Investments
320
Mirae Asset Global Investments
South Korea
$12.7M -$10.4M -33,509 -44%
JIC
321
Johnson Investment Counsel
Ohio
$12.4M -$263K -851 -2%
TIAA Trust, National Association
322
TIAA Trust, National Association
North Carolina
$12.3M +$393K +1,270 +3%
Creative Planning
323
Creative Planning
Kansas
$12.3M -$180K -582 -1%
VCM
324
Vision Capital Management
Oregon
$12.3M -$117K -379 -0.9%
ACM
325
Atika Capital Management
New York
$12.1M -$464K -1,500 -4%

SHW Hedge Fund Activity: Q2 2024 in Review

1,532 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q2 2024, worth a combined $59.3B — down 13% from $68.5B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of SHW and 122 opened new positions — a net loss of 26 holders — while 559 trimmed existing stakes and 587 added.

The largest buyer was Morgan Stanley, adding an estimated $611M. The largest seller was Capital World Investors, cutting an estimated $562M.

  • 1,532 institutional investors held Sherwin-Williams (SHW) as of Q2 2024, down from 1,582 in Q1 2024.
  • Funds reported $59.3B of Sherwin-Williams stock for Q2 2024, down 13% quarter-over-quarter.
  • 122 funds opened new Sherwin-Williams positions in Q2 2024 and 148 closed out, a net change of -26 holders.
  • The largest Sherwin-Williams buyer in Q2 2024 was Morgan Stanley, an estimated $611M added.
  • The largest Sherwin-Williams seller in Q2 2024 was Capital World Investors, an estimated $562M sold.

Based on aggregated 13F filings for Q2 2024.