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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
CCM
551
Carlson Capital Management
Minnesota
$3.58M -$885K -2,859 -19%
FCH
552
Freestone Capital Holdings
Washington
$3.56M +$135K +437 +4%
AWM
553
Angeles Wealth Management
California
$3.56M -$76.7K -248 -2%
NMERB
554
New Mexico Educational Retirement Board
New Mexico
$3.54M
SCM
555
Seascape Capital Management
New Hampshire
$3.53M +$99.6K +322 +3%
UF
556
Univest Financial
Pennsylvania
$3.53M -$99K -320 -3%
CPA
557
Capital Planning Advisors
California
$3.51M -$16.4K -53 -0.4%
ASN
558
Advisory Services Network
Georgia
$3.49M -$1.19M -3,831 -25%
LM
559
Luminus Management
Texas
$3.47M +$3.6M +11,625 New
SAM
560
Smithbridge Asset Management
Pennsylvania
$3.43M -$623K -2,014 -15%
PPWM
561
Paragon Private Wealth Management
Kentucky
$3.42M +$1.18M +3,829 +50%
PTC
562
Private Trust Company
Ohio
$3.39M -$262K -846 -7%
UB
563
UMB Bank
Missouri
$3.38M +$42.1K +136 +1%
MFAM
564
Motley Fool Asset Management
Virginia
$3.36M +$790K +2,554 +29%
MF
565
Magnetar Financial
Illinois
$3.36M +$3.48M +11,257 New
CIA
566
Concurrent Investment Advisors
Florida
$3.36M +$301K +972 +9%
ECAM
567
East Coast Asset Management
Massachusetts
$3.36M -$18.6K -60 -0.5%
SAM
568
Sompo Asset Management
Japan
$3.35M -$183K -590 -5%
MOS
569
MGO One Seven
Ohio
$3.33M +$25.4K +82 +0.7%
HT
570
Heritage Trust
Oklahoma
$3.33M -$60.9K -197 -2%
BFG
571
Bleakley Financial Group
New Jersey
$3.32M +$17K +55 +0.5%
SW
572
Simplicity Wealth
New Jersey
$3.32M +$22.6K +73 +0.7%
LFS
573
Legacy Financial Strategies
Kansas
$3.31M +$288K +931 +9%
MHIC
574
Marble Harbor Investment Counsel
Massachusetts
$3.3M +$104K +335 +3%
AIP
575
Ameritas Investment Partners
Nebraska
$3.28M -$55.7K -180 -2%

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.