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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
TI
326
Trexquant Investment
Connecticut
$14.9M -$16.2M -46,479 -54%
HF
327
HRT Financial
New York
$14.8M +$13.6M +38,870 New
URS
328
Utah Retirement Systems
Utah
$14.8M +$69.8K +200 +0.5%
SWP
329
Stratos Wealth Partners
Ohio
$14.8M +$1.02M +2,914 +8%
Acadian Asset Management
330
Acadian Asset Management
Massachusetts
$14.7M -$22.8M -65,367 -63%
YCM
331
Yaupon Capital Management
New York
$14.6M +$13.4M +38,340 New
CF
332
Covea Finance
France
$14.6M
CIP
333
Chartwell Investment Partners
Pennsylvania
$14.2M -$156K -448 -1%
Rafferty Asset Management
334
Rafferty Asset Management
New York
$14.1M -$4.46M -12,769 -26%
MGP
335
M&G plc
United Kingdom
$14M +$427K +1,225 +3%
BWP
336
Baldwin Wealth Partners
Massachusetts
$13.9M +$202K +578 +2%
LWM
337
Lakeridge Wealth Management
Ohio
$13.9M +$1.75K +5 +0%
JA
338
JLB & Associates
Michigan
$13.9M +$1.06M +3,047 +9%
UF
339
Univest Financial
Pennsylvania
$13.9M +$8.59M +24,617 +208%
CAM
340
Clio Asset Management
Virginia
$13.7M +$54.4K +156 +0.4%
AI
341
Atria Investments
North Carolina
$13.7M +$399K +1,142 +3%
NIM
342
Northeast Investment Management
Massachusetts
$13.6M -$9.07K -26 -0.1%
BCM
343
Bornite Capital Management
New York
$13.4M +$12.2M +35,000 New
LIA
344
LS Investment Advisors
Michigan
$13.2M -$87.2K -250 -0.7%
NYLIM
345
New York Life Investment Management
New York
$13.1M -$420K -1,203 -3%
MWA
346
Midland Wealth Advisors
Illinois
$13.1M +$12M +34,396 New
AP
347
Appleton Partners
Massachusetts
$12.9M -$88.3K -253 -0.7%
PHK
348
Point72 Hong Kong
Hong Kong
$12.9M +$6.65M +19,059 +130%
MIF
349
Mediolanum International Funds
Ireland
$12.8M +$3.09M +8,856 +36%
BST
350
Bath Savings Trust
Maine
$12.8M -$26.2K -75 -0.2%

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.