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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
1832 Asset Management
26
1832 Asset Management
Ontario, Canada
$423M +$154M +496,326 +54%
Charles Schwab
27
Charles Schwab
California
$419M +$8.96M +28,967 +2%
Franklin Resources
28
Franklin Resources
California
$398M -$5.46M -17,646 -1%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$393M +$48.2M +155,779 +13%
Citadel Advisors
30
Citadel Advisors
Florida
$361M +$45.7M +147,750 +14%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$358M +$180M +581,365 +94%
Amundi
32
Amundi
France
$348M -$218M -704,336 -38%
Invesco
33
Invesco
Georgia
$348M +$41.3M +133,635 +13%
Allianz Asset Management
34
Allianz Asset Management
Germany
$345M +$122M +393,234 +52%
DZ Bank
35
DZ Bank
Germany
$341M -$245M -792,267 -41%
UBS Group
36
UBS Group
Switzerland
$337M -$16.8M -54,200 -5%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$337M +$15.6M +50,476 +5%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$334M -$51.3M -165,781 -13%
Ameriprise
39
Ameriprise
Minnesota
$315M -$24M -77,659 -7%
Assenagon Asset Management
40
Assenagon Asset Management
Luxembourg
$312M +$278M +898,143 +610%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$310M +$122M +395,400 +61%
Principal Financial Group
42
Principal Financial Group
Iowa
$309M +$905K +2,924 +0.3%
PAM
43
PineStone Asset Management
Quebec, Canada
$307M +$104M +336,361 +49%
Wells Fargo
44
Wells Fargo
California
$281M +$12.5M +40,332 +4%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$280M +$22.1M +71,472 +8%
CIC
46
Chilton Investment Company
Connecticut
$275M +$2.84M +9,188 +1%
Deutsche Bank
47
Deutsche Bank
Germany
$257M +$24.6M +79,642 +10%
Holocene Advisors
48
Holocene Advisors
New York
$250M +$58M +187,435 +29%
Vontobel Holding
49
Vontobel Holding
Switzerland
$245M +$242M +783,095 +2,092%
Two Sigma Investments
50
Two Sigma Investments
New York
$238M +$58.3M +188,356 +31%

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.