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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
KC
451
Kingfisher Capital
North Carolina
$5.62M -$32.5K -105 -0.6%
SRC
452
Stone Run Capital
New York
$5.57M -$122K -395 -2%
BA
453
Bridgewater Associates
Connecticut
$5.52M +$1.52M +4,913 +36%
Envestnet Portfolio Solutions
454
Envestnet Portfolio Solutions
Illinois
$5.49M +$411K +1,330 +8%
PAMP
455
Polar Asset Management Partners
Ontario, Canada
$5.49M -$3.14M -10,135 -36%
FAFTFSNP
456
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$5.49M +$5.69M +18,383 New
MSRPS
457
Maryland State Retirement & Pension System
Maryland
$5.46M -$72.7K -235 -1%
AIM
458
Achmea Investment Management
Netherlands
$5.44M
CP
459
CenterBook Partners
Connecticut
$5.4M +$2.97M +9,601 +113%
VPIM
460
Vanguard Personalized Indexing Management
California
$5.38M +$222K +718 +4%
MSU
461
Mizuho Securities USA
New York
$5.37M +$5.56M +17,982 New
GT
462
Greenleaf Trust
Michigan
$5.35M -$69K -223 -1%
IMRF
463
Illinois Municipal Retirement Fund
Illinois
$5.32M
KRS
464
Kentucky Retirement Systems
Kentucky
$5.25M -$94.7K -306 -2%
FEG
465
Financial Enhancement Group
Indiana
$5.23M +$54.1K +175 +1%
CCM
466
Cinctive Capital Management
New York
$5.23M -$1.85M -5,968 -25%
AA
467
Ancora Advisors
Ohio
$5.22M -$167K -541 -3%
AIM
468
Anchor Investment Management
South Carolina
$5.21M +$42.7K +138 +0.8%
QCM
469
Qsemble Capital Management
New York
$5.2M +$5.39M +17,426 New
HAG
470
HighPoint Advisor Group
Illinois
$5.19M +$1.8M +5,817 +65%
PCM
471
Palestra Capital Management
New York
$5.13M +$1.88M +6,078 +55%
AAM
472
Advisors Asset Management
Colorado
$5.12M -$475K -1,535 -8%
MPM
473
MBB Public Markets
Illinois
$5.06M +$4.92M +15,907 +1,537%
CBT
474
Central Bank & Trust
Kentucky
$5.05M -$383K -1,238 -7%
TC
475
TownSquare Capital
Utah
$5.04M +$201K +650 +4%

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.