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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
CAM
351
Clio Asset Management
Virginia
$10.7M -$29.7K -96 -0.3%
NYLIM
352
New York Life Investment Management
New York
$10.6M +$17.3K +56 +0.2%
MGP
353
M&G plc
United Kingdom
$10.5M +$3.47M +11,230 +47%
LIA
354
LS Investment Advisors
Michigan
$10.4M -$291K -940 -3%
AI
355
Atria Investments
North Carolina
$10.3M +$364K +1,175 +4%
UOC
356
UBS O'Connor
Illinois
$10.2M -$4.4M -14,225 -29%
AP
357
Appleton Partners
Massachusetts
$10.2M +$144K +464 +1%
BST
358
Bath Savings Trust
Maine
$10M -$79.8K -258 -0.8%
JA
359
JLB & Associates
Michigan
$9.98M -$13.6K -44 -0.1%
HFS
360
Hantz Financial Services
Michigan
$9.95M -$124K -400 -1%
Pathstone Holdings
361
Pathstone Holdings
New Jersey
$9.86M +$37.7K +122 +0.4%
OSAM
362
O'Shaughnessy Asset Management
Connecticut
$9.82M +$316K +1,022 +3%
NPF
363
Norris Perne & French
Michigan
$9.64M +$10M +32,317 New
OAM
364
Oppenheimer Asset Management
New York
$9.54M +$332K +1,074 +3%
MOACM
365
Mutual of America Capital Management
New York
$9.51M +$311K +1,006 +3%
SMDAM
366
Sumitomo Mitsui DS Asset Management
Japan
$9.13M +$224K +725 +2%
CWM
367
CIBC World Markets
New York
$9.09M +$2.02M +6,523 +27%
GCM
368
Graham Capital Management
Connecticut
$9.04M +$8.7M +28,114 +1,294%
FAT
369
First American Trust
California
$8.98M +$6.5K +21 +0.1%
FTIS
370
First Trust Investment Solutions
Florida
$8.87M +$336K +1,085 +4%
FC
371
FORA Capital
Florida
$8.85M +$9.18M +29,657 New
PA
372
Parallel Advisors
California
$8.66M -$49.8K -161 -0.6%
MCM
373
Mattern Capital Management
Colorado
$8.66M +$16.1K +52 +0.2%
AI
374
Atom Investors
Texas
$8.66M +$4.04M +13,074 +82%
AAS
375
Avantax Advisory Services
Texas
$8.65M +$7.06M +22,805 +368%

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.