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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
SWM
301
Segment Wealth Management
Texas
$16.9M -$29.3K -84 -0.2%
VLKIM
302
Van Lanschot Kempen Investment Management
Netherlands
$16.8M -$33.5K -96 -0.2%
SA
303
Sanctuary Advisors
Indiana
$16.8M +$2.2M +6,308 +17%
TRSOTSOK
304
Teachers Retirement System of the State of Kentucky
Kentucky
$16.8M -$912K -2,612 -6%
BFA
305
Brendel Financial Advisors
New Hampshire
$16.6M -$271K -777 -2%
VMPIC
306
Varma Mutual Pension Insurance Co
Finland
$16.5M +$16.1M +46,093 New
WT
307
Whittier Trust
California
$16.3M -$153K -437 -1%
LA
308
LBP AM
France
$16.2M +$10.2M +29,349 +223%
GI
309
Gradient Investments
Minnesota
$16.2M +$13.7M +39,133 +1,174%
TIAA Trust, National Association
310
TIAA Trust, National Association
North Carolina
$16M +$232K +666 +2%
Robeco Institutional Asset Management
311
Robeco Institutional Asset Management
Netherlands
$16M +$1.55M +4,441 +12%
CAM
312
Cresset Asset Management
Illinois
$15.8M +$604K +1,732 +4%
SG Americas Securities
313
SG Americas Securities
New York
$15.8M +$1.68M +4,822 +13%
ACM
314
Atika Capital Management
New York
$15.6M +$174K +500 +1%
JIC
315
Johnson Investment Counsel
Ohio
$15.5M -$326K -935 -2%
BCIM
316
British Columbia Investment Management
British Columbia, Canada
$15.3M -$2.11M -6,039 -13%
DAS
317
Dynamic Advisor Solutions
Arizona
$15.3M +$30.7K +88 +0.2%
Man Group
318
Man Group
United Kingdom
$15.3M -$20.6M -59,125 -60%
SC
319
Scotia Capital
Ontario, Canada
$15M +$1.05M +3,014 +8%
GIP
320
Granite Investment Partners
California
$15M +$884K +2,533 +7%
CWM
321
Calamos Wealth Management
Illinois
$15M +$651K +1,865 +5%
CIA
322
CCM Investment Advisers
South Carolina
$14.9M +$88.6K +254 +0.7%
OSAM
323
O'Shaughnessy Asset Management
Connecticut
$14.9M +$2.06M +5,908 +18%
VCM
324
Vision Capital Management
Oregon
$14.9M -$750K -2,150 -5%
William Blair & Company
325
William Blair & Company
Illinois
$14.9M -$69.8K -200 -0.5%

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.