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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
VA
426
Vident Advisory
Georgia
$7.91M +$4.11M +11,788 +132%
TAF
427
Tredje AP-fonden
Sweden
$7.9M
KC
428
Kingfisher Capital
North Carolina
$7.88M +$640K +1,833 +10%
Envestnet Portfolio Solutions
429
Envestnet Portfolio Solutions
Illinois
$7.85M +$754K +2,162 +12%
WG
430
Welch Group
Alabama
$7.77M +$307K +881 +5%
SAM
431
Smithbridge Asset Management
Pennsylvania
$7.71M +$3.04M +8,712 +76%
RA
432
RFG Advisory
Alabama
$7.67M +$28.3K +81 +0.4%
HVIA
433
Hudson Valley Investment Advisors
New York
$7.66M +$116K +333 +2%
AG
434
AIA Group
Hong Kong
$7.6M -$47.5K -136 -0.7%
BPIM
435
Brant Point Investment Management
New York
$7.58M
OPERF
436
Oregon Public Employees Retirement Fund
Oregon
$7.57M -$66.3K -190 -0.9%
PAG
437
Private Advisor Group
New Jersey
$7.53M +$110K +315 +2%
Verition Fund Management
438
Verition Fund Management
Connecticut
$7.45M -$29.8M -85,366 -81%
B
439
Barings
North Carolina
$7.36M
WHG
440
Westwood Holdings Group
Texas
$7.24M -$1.15M -3,302 -15%
GIBU
441
Gulf International Bank (UK)
United Kingdom
$7.13M -$277K -795 -4%
SRC
442
Stone Run Capital
New York
$7.06M -$52.3K -150 -0.8%
RFC
443
Regions Financial Corp
Alabama
$7.03M -$345K -990 -5%
PAA
444
Peregrine Asset Advisers
Oregon
$7M -$384K -1,100 -6%
AIM
445
Achmea Investment Management
Netherlands
$6.96M
MCM
446
Makena Capital Management
California
$6.96M +$6.36M +18,226 New
EW
447
Evoke Wealth
California
$6.94M +$6.35M +18,188 New
Mercer Global Advisors
448
Mercer Global Advisors
Colorado
$6.93M +$288K +824 +5%
FTA
449
Financial & Tax Architects
Missouri
$6.9M -$285K -816 -4%
A
450
AustralianSuper
Australia
$6.87M +$1.85M +5,288 +42%

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.