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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
FGC
526
Financial Gravity Companies
Texas
$4.87M +$4.45M +12,762 New
IC
527
IEQ Capital
California
$4.86M +$675K +1,935 +18%
SF
528
Synovus Financial
Georgia
$4.86M -$568K -1,628 -11%
CIA
529
Concurrent Investment Advisors
Florida
$4.84M +$500K +1,432 +13%
FDCDDQ
530
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.8M +$154K +440 +4%
GLA
531
Great Lakes Advisors
Illinois
$4.78M -$102K -291 -2%
KP
532
Keel Point
Alabama
$4.78M -$72.6K -208 -2%
IWS
533
Insight Wealth Strategies
California
$4.77M +$20.9K +60 +0.5%
IB
534
Iyo Bank
Japan
$4.7M
O
535
Ossiam
France
$4.69M +$1.12M +3,211 +35%
SAM
536
Sompo Asset Management
Japan
$4.65M +$332K +950 +8%
CCM
537
Condor Capital Management
New Jersey
$4.64M -$26.9K -77 -0.6%
AWM
538
Angeles Wealth Management
California
$4.63M +$71.9K +206 +2%
FCH
539
Freestone Capital Holdings
Washington
$4.58M +$29K +83 +0.7%
MFAM
540
Motley Fool Asset Management
Virginia
$4.58M +$236K +676 +6%
BGDI
541
BW Gestao de Investimentos
Brazil
$4.57M -$20.3M -58,275 -83%
QCM
542
Qsemble Capital Management
New York
$4.56M -$1.92M -5,489 -31%
IIM
543
INTECH Investment Management
Florida
$4.55M -$3.77M -10,816 -48%
IAA
544
Independent Advisor Alliance
North Carolina
$4.54M -$49.2K -141 -1%
CPA
545
Capital Planning Advisors
California
$4.54M +$38.7K +111 +0.9%
CAM
546
Cozad Asset Management
Illinois
$4.49M -$902K -2,585 -18%
SLAM
547
Swiss Life Asset Management
$4.49M -$379K -1,085 -8%
ZB
548
Zions Bancorporation
Utah
$4.48M +$349K +1,001 +9%
SCM
549
Seascape Capital Management
New Hampshire
$4.44M -$63.9K -183 -2%
JF
550
Jump Financial
Illinois
$4.42M +$1.94M +5,559 +92%

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.