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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
TFA
376
Toth Financial Advisory
Virginia
$8.65M -$142K -458 -2%
DAC
377
Dividend Assets Capital
South Carolina
$8.64M +$468K +1,512 +6%
WF
378
Welch & Forbes
Massachusetts
$8.6M +$15.2K +49 +0.2%
AAIM
379
Asset Advisors Investment Management
Georgia
$8.52M -$150K -485 -2%
CIBC World Market
380
CIBC World Market
Ontario, Canada
$8.44M +$16.7K +54 +0.2%
JPMIA
381
J.P. Marvel Investment Advisors
Massachusetts
$8.19M
SOADOR
382
State of Alaska Department of Revenue
Alaska
$8.13M +$527K +1,705 +7%
BBI
383
Baxter Bros Inc
Connecticut
$8.12M -$545K -1,760 -6%
MG
384
Mather Group
Illinois
$7.95M +$6.53M +21,093 +1,184%
BFM
385
Boothbay Fund Management
New York
$7.94M +$8.24M +26,621 New
TCM
386
Teza Capital Management
Illinois
$7.94M +$8.23M +26,606 New
GP
387
Girard Partners
Pennsylvania
$7.91M -$263K -850 -3%
ILI
388
Invesco LLC (Illinois)
Illinois
$7.91M -$37.1K -120 -0.5%
CCM
389
Carderock Capital Management
Maryland
$7.85M -$69.6K -225 -0.8%
SCA
390
Stokes Capital Advisors
South Carolina
$7.77M +$426K +1,376 +6%
Daiwa Securities Group
391
Daiwa Securities Group
Japan
$7.76M -$635K -2,051 -7%
BFO
392
Boston Family Office
Massachusetts
$7.69M -$256K -828 -3%
MWM
393
Mission Wealth Management
California
$7.68M +$382K +1,236 +5%
DWP
394
Daymark Wealth Partners
Ohio
$7.62M -$13K -42 -0.2%
KAS
395
Kestra Advisory Services
Texas
$7.57M +$476K +1,540 +6%
ESBC
396
E.S. Barr & Co
Kentucky
$7.51M -$15.5K -50 -0.2%
Mirae Asset Global ETFs Holdings
397
Mirae Asset Global ETFs Holdings
Hong Kong
$7.48M +$7.75M +25,057 New
EP
398
Edgestream Partners
New Jersey
$7.45M +$399K +1,289 +5%
FCI
399
Financial Counselors Inc
Kansas
$7.31M +$205K +664 +3%
PI
400
PGGM Investments
Netherlands
$7.25M +$705K +2,279 +10%

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.