We are live on ! Find out more
SHW icon

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
ILI
376
Invesco LLC (Illinois)
Illinois
$10.1M -$9.42K -27 -0.1%
FCI
377
Financial Counselors Inc
Kansas
$9.97M +$567K +1,625 +7%
SCA
378
Stokes Capital Advisors
South Carolina
$9.95M +$13.3K +38 +0.1%
DWP
379
Daymark Wealth Partners
Ohio
$9.76M +$16.8K +48 +0.2%
CAPTRUST Financial Advisors
380
CAPTRUST Financial Advisors
North Carolina
$9.76M +$1.13M +3,232 +14%
BFO
381
Boston Family Office
Massachusetts
$9.67M -$150K -431 -2%
Lido Advisors
382
Lido Advisors
California
$9.59M +$1.97M +5,641 +29%
ESBC
383
E.S. Barr & Co
Kentucky
$9.58M -$23K -66 -0.3%
KAS
384
Kestra Advisory Services
Texas
$9.5M -$481K -1,379 -5%
PI
385
PGGM Investments
Netherlands
$9.46M +$165K +473 +2%
CCM
386
Carderock Capital Management
Maryland
$9.35M -$623K -1,784 -7%
Mirae Asset Global ETFs Holdings
387
Mirae Asset Global ETFs Holdings
Hong Kong
$9.34M -$208K -596 -2%
Kayne Anderson Rudnick Investment Management
388
Kayne Anderson Rudnick Investment Management
California
$9.2M +$1.46M +4,187 +21%
KM
389
KP Management
Minnesota
$9.16M
PAI
390
Pittenger & Anderson Inc
Nebraska
$9.15M +$610K +1,747 +8%
Thrivent Financial for Lutherans
391
Thrivent Financial for Lutherans
Minnesota
$9.09M -$75.4K -216 -0.9%
WDA
392
Wendell David Associates
New Hampshire
$8.97M -$145K -415 -2%
BBI
393
Baxter Bros Inc
Connecticut
$8.95M -$1.31M -3,740 -14%
WCA
394
Waratah Capital Advisors
Ontario, Canada
$8.92M -$7.95M -22,767 -49%
GGHC
395
Gilder Gagnon Howe & Co
New York
$8.91M +$4.57M +13,094 +128%
SI
396
Stephens Inc
Arkansas
$8.85M -$25.5K -73 -0.3%
MGP
397
Metis Global Partners
California
$8.78M +$654K +1,873 +9%
UB
398
UMB Bank
Missouri
$8.76M +$4.06M +11,632 +103%
EMPI
399
Elo Mutual Pension Insurance
Finland
$8.74M +$640K +1,835 +9%
B
400
Bensler
Washington
$8.71M +$234K +671 +3%

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.