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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
TI
501
Tidal Investments
Wisconsin
$4.35M -$1.14M -3,669 -20%
SC
502
Sapient Capital
Indiana
$4.33M +$9.9K +32 +0.2%
NEI
503
Northwest & Ethical Investments
Ontario, Canada
$4.33M +$4.48M +14,496 New
PCIA
504
Prime Capital Investment Advisors
Kansas
$4.3M -$707K -2,284 -14%
CAM
505
Cozad Asset Management
Illinois
$4.29M -$3.59M -11,597 -45%
SF
506
Synovus Financial
Georgia
$4.28M +$96.5K +312 +2%
SYBT
507
Stock Yards Bank & Trust
Kentucky
$4.28M -$164K -531 -4%
QCM
508
QRG Capital Management
Illinois
$4.27M +$118K +382 +3%
CGH
509
Crossmark Global Holdings
Texas
$4.25M +$105K +340 +2%
BP
510
Broadleaf Partners
Ohio
$4.25M -$2.09M -6,766 -32%
PIM
511
Plato Investment Management
Australia
$4.2M +$494K +1,598 +13%
NW
512
NewEdge Wealth
Pennsylvania
$4.19M -$243K -785 -5%
AAS
513
Ameritas Advisory Services
Nebraska
$4.16M +$2.78K +9 +0.1%
BAMF
514
BI Asset Management Fondsmaeglerselskab
Denmark
$4.16M -$2.06M -6,656 -32%
KFS
515
Kelly Financial Services
Massachusetts
$4.15M +$309 +1 +0%
VIM
516
Vinva Investment Management
Australia
$4.14M -$413K -1,334 -9%
FNBOMD
517
First National Bank of Mount Dora
Florida
$4.1M +$1.11M +3,601 +36%
SCA
518
Snowden Capital Advisors
New York
$4.09M +$35.9K +116 +0.9%
MC
519
Montag & Caldwell
Georgia
$4.06M -$1.29M -4,168 -23%
TFA
520
Transamerica Financial Advisors
Florida
$4.05M
BFIM
521
Beese Fulmer Investment Management
Ohio
$4.05M -$41.8K -135 -1%
CAC
522
Core Alternative Capital
Georgia
$4.04M -$406K -1,312 -9%
SAM
523
Securian Asset Management
Minnesota
$4M -$132K -427 -3%
WFG
524
Wills Financial Group
Virginia
$3.99M +$175K +565 +4%
EAM
525
Eukles Asset Management
Ohio
$3.94M +$13K +42 +0.3%

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.