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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
LWCFA
501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.27M +$4.25M +12,189 +511%
RC
502
Roundview Capital
New Jersey
$5.27M +$307K +881 +7%
PAMP
503
Polar Asset Management Partners
Ontario, Canada
$5.23M -$1.64M -4,700 -26%
SCA
504
Snowden Capital Advisors
New York
$5.2M -$23.4K -67 -0.5%
Jones Financial Companies
505
Jones Financial Companies
Missouri
$5.19M +$2.03M +5,823 +75%
CAC
506
Core Alternative Capital
Georgia
$5.16M -$8.72K -25 -0.2%
MSRPS
507
Maryland State Retirement & Pension System
Maryland
$5.16M -$1.66M -4,755 -26%
PIM
508
Plato Investment Management
Australia
$5.15M -$200K -573 -4%
WFG
509
Wills Financial Group
Virginia
$5.1M -$4.89K -14 -0.1%
BFIM
510
Beese Fulmer Investment Management
Ohio
$5.09M -$73.3K -210 -2%
RIM
511
Rakuten Investment Management
Japan
$5.09M +$1.14M +3,267 +33%
CGH
512
Crossmark Global Holdings
Texas
$5.09M -$315K -903 -6%
VIM
513
Vinva Investment Management
Australia
$5.08M -$229K -657 -5%
SYBT
514
Stock Yards Bank & Trust
Kentucky
$5.08M -$365K -1,045 -7%
TFA
515
Transamerica Financial Advisors
Florida
$5.08M -$98.1K -281 -2%
LSERS
516
Louisiana State Employees Retirement System
Louisiana
$5M -$34.9K -100 -0.8%
Credit Agricole
517
Credit Agricole
France
$4.99M +$270K +773 +6%
ACM
518
Advisors Capital Management
New Jersey
$4.98M -$676K -1,937 -13%
EAM
519
Eukles Asset Management
Ohio
$4.96M -$72.2K -207 -2%
CTA
520
Chesley Taft & Associates
Illinois
$4.96M
MC
521
Montag & Caldwell
Georgia
$4.95M -$218K -626 -5%
NAMP
522
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.9M -$27.6K -79 -0.6%
SAM
523
Securian Asset Management
Minnesota
$4.9M -$203K -582 -4%
SEM
524
Suncoast Equity Management
Florida
$4.9M +$59.3K +170 +1%
SC
525
Slow Capital
California
$4.88M -$135K -387 -3%

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.