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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
BPA
401
Beacon Pointe Advisors
California
$7.23M +$257K +830 +4%
Thrivent Financial for Lutherans
402
Thrivent Financial for Lutherans
Minnesota
$7.17M -$47.3K -153 -0.6%
KM
403
KP Management
Minnesota
$7.16M
WDA
404
Wendell David Associates
New Hampshire
$7.14M
SC
405
Sagefield Capital
Texas
$7.07M -$1.09M -3,515 -13%
SI
406
Stephens Inc
Arkansas
$6.94M -$105K -340 -1%
ANRF
407
Adams Natural Resources Fund
Maryland
$6.89M
MIF
408
Mediolanum International Funds
Ireland
$6.87M +$2.52M +8,132 +49%
VIP
409
Vantage Investment Partners
Missouri
$6.82M -$386K -1,249 -5%
IIM
410
INTECH Investment Management
Florida
$6.79M +$3.2M +10,329 +83%
CAPTRUST Financial Advisors
411
CAPTRUST Financial Advisors
North Carolina
$6.67M +$686K +2,218 +11%
WHG
412
Westwood Holdings Group
Texas
$6.65M
PAI
413
Pittenger & Anderson Inc
Nebraska
$6.63M +$181K +584 +3%
Pacer Advisors
414
Pacer Advisors
Pennsylvania
$6.62M +$1.18M +3,814 +21%
B
415
Bensler
Washington
$6.61M +$443K +1,432 +7%
BCI
416
Brinker Capital Investments
Pennsylvania
$6.56M -$8.54M -27,601 -56%
OPS
417
Orion Portfolio Solutions
Nebraska
$6.56M -$8.54M -27,601 -56%
PAM
418
Peninsula Asset Management
Florida
$6.54M -$21.7K -70 -0.3%
Wealthfront Advisers
419
Wealthfront Advisers
California
$6.54M -$285K -921 -4%
CB
420
Commerce Bank
Missouri
$6.53M -$3.46M -11,194 -34%
SIA
421
Sit Investment Associates
Minnesota
$6.5M -$261K -845 -4%
QCM
422
Quantinno Capital Management
New York
$6.45M +$340K +1,100 +5%
CA
423
Clearstead Advisors
Ohio
$6.37M +$1.97M +6,367 +43%
MGP
424
Metis Global Partners
California
$6.3M +$854K +2,759 +15%
HPC
425
HM Payson & Co
Maine
$6.3M -$106K -342 -2%

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.