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
BCM
401
Bancreek Capital Management
California
$8.66M +$768K +2,201 +11%
ET
402
Entropy Technologies
New York
$8.64M +$7.4M +21,205 +1,468%
ACA
403
Aptus Capital Advisors
Alabama
$8.63M +$1.17M +3,339 +17%
NEI
404
Northwest & Ethical Investments
Ontario, Canada
$8.6M +$2.81M +8,038 +55%
DWT
405
Dorsey & Whitney Trust
South Dakota
$8.52M +$687K +1,970 +10%
MWM
406
Mission Wealth Management
California
$8.48M -$1.23M -3,519 -14%
ANRF
407
Adams Natural Resources Fund
Maryland
$8.47M -$314K -900 -4%
Wealthfront Advisers
408
Wealthfront Advisers
California
$8.39M +$26.2K +75 +0.3%
DCM
409
Dupont Capital Management
Delaware
$8.37M +$7.66M +21,936 New
VPIM
410
Vanguard Personalized Indexing Management
California
$8.31M +$1.25M +3,584 +20%
BCI
411
Brinker Capital Investments
Pennsylvania
$8.3M -$79.9K -229 -1%
OPS
412
Orion Portfolio Solutions
Nebraska
$8.3M -$79.9K -229 -1%
Focus Partners Wealth
413
Focus Partners Wealth
Massachusetts
$8.29M -$5.28M -15,125 -41%
VIP
414
Vantage Investment Partners
Missouri
$8.26M -$420K -1,203 -5%
AI
415
Atom Investors
Texas
$8.26M -$2.57M -7,364 -25%
BCP
416
Bluegrass Capital Partners
Florida
$8.21M -$5.76M -16,500 -43%
SIA
417
Sit Investment Associates
Minnesota
$8.2M -$101K -290 -1%
PAM
418
Peninsula Asset Management
Florida
$8.2M -$150K -430 -2%
HWM
419
HB Wealth Management
Georgia
$8.16M +$87.9K +252 +1%
TC
420
TownSquare Capital
Utah
$8.15M +$1.55M +4,444 +26%
RCM
421
Ravenstone Capital Management
$8.1M +$312K +895 +4%
Pacer Advisors
422
Pacer Advisors
Pennsylvania
$8.09M -$347K -994 -4%
BHCM
423
Brevan Howard Capital Management
Jersey
$8.02M +$1.61M +4,611 +28%
HPC
424
HM Payson & Co
Maine
$7.94M -$106K -305 -1%
CB
425
Commerce Bank
Missouri
$7.91M -$400K -1,146 -5%

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.