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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
LSERS
526
Louisiana State Employees Retirement System
Louisiana
$3.94M -$155K -500 -4%
LA
527
LBP AM
France
$3.93M +$2.43M +7,858 +148%
SC
528
Slow Capital
California
$3.93M -$229K -741 -5%
MYAM
529
Meiji Yasuda Asset Management
Japan
$3.9M -$1.62M -5,233 -29%
CTA
530
Chesley Taft & Associates
Illinois
$3.87M -$152K -490 -4%
NAMP
531
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.86M -$35.9K -116 -0.9%
RC
532
Roundview Capital
New Jersey
$3.86M +$93.7K +303 +2%
SLAM
533
Swiss Life Asset Management
$3.84M -$731K -2,363 -16%
GLA
534
Great Lakes Advisors
Illinois
$3.83M +$1.27M +4,119 +47%
CM
535
Crestline Management
Texas
$3.82M +$725K +2,343 +22%
FGAM
536
Financial Gravity Asset Management
Texas
$3.81M -$3.95M -12,769 -50%
A
537
AustralianSuper
Australia
$3.79M +$324K +1,047 +9%
SEM
538
Suncoast Equity Management
Florida
$3.78M +$186K +600 +5%
LFM
539
LGT Fund Management
Liechtenstein
$3.78M +$3.19M +10,314 +441%
BHWM
540
Beaird Harris Wealth Management
Texas
$3.75M -$25.4K -82 -0.6%
AC
541
AXQ Capital
New Jersey
$3.73M +$3M +9,688 +346%
HTC
542
Haverford Trust Company
Pennsylvania
$3.72M -$1.24K -4 -0%
IWS
543
Insight Wealth Strategies
California
$3.71M +$318K +1,027 +9%
LF
544
Longbow Finance
Switzerland
$3.71M -$206K -667 -5%
IB
545
Iyo Bank
Japan
$3.68M
Credit Agricole
546
Credit Agricole
France
$3.67M -$1.7M -5,492 -31%
CCM
547
Condor Capital Management
New Jersey
$3.65M -$80.7K -261 -2%
FDCDDQ
548
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.62M +$429K +1,388 +13%
BSW
549
Buckingham Strategic Wealth
Missouri
$3.59M -$999K -3,229 -21%
IAA
550
Independent Advisor Alliance
North Carolina
$3.59M -$41.1K -133 -1%

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.