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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
SC
551
Sagefield Capital
Texas
$4.4M -$4.24M -12,156 -51%
MNA
552
Manning & Napier Advisors
New York
$4.39M +$482K +1,380 +14%
AFG
553
Argent Financial Group
Louisiana
$4.34M +$3.97M +11,384 New
NMERB
554
New Mexico Educational Retirement Board
New Mexico
$4.34M -$174K -500 -4%
CGIM
555
Capital Group Investment Management
Singapore
$4.29M +$132K +379 +3%
BFG
556
Bleakley Financial Group
New Jersey
$4.28M +$33.5K +96 +0.9%
MHIC
557
Marble Harbor Investment Counsel
Massachusetts
$4.28M +$50.6K +145 +1%
ECAM
558
East Coast Asset Management
Massachusetts
$4.26M -$26.2K -75 -0.7%
LFS
559
Legacy Financial Strategies
Kansas
$4.24M -$4.54K -13 -0.1%
HTC
560
Haverford Trust Company
Pennsylvania
$4.24M -$470K -1,347 -11%
PTC
561
Private Trust Company
Ohio
$4.22M -$115K -329 -3%
BMCM
562
Bryn Mawr Capital Management
Pennsylvania
$4.15M +$31.8K +91 +0.8%
TYCC
563
Texas Yale Capital Corp
Florida
$4.15M +$59.3K +170 +2%
LSA
564
L & S Advisors
California
$4.11M +$3.75M +10,758 New
BBHC
565
Brown Brothers Harriman & Co
New York
$4.09M +$111K +318 +3%
MP
566
McDonald Partners
Ohio
$4.07M +$22.7K +65 +0.6%
SPW
567
Surience Private Wealth
Washington
$4.06M +$3.72M +10,647 New
MYIA
568
Mount Yale Investment Advisors
Colorado
$4.05M -$8.92M -25,570 -71%
CCM
569
Carlson Capital Management
Minnesota
$4.03M -$505K -1,448 -12%
AIP
570
Ameritas Investment Partners
Nebraska
$3.97M -$212K -607 -6%
CWP
571
Cyndeo Wealth Partners
Florida
$3.95M +$389K +1,116 +12%
EML
572
Eos Management LP
New York
$3.93M
LCM
573
Landscape Capital Management
New Jersey
$3.93M +$1.48M +4,233 +70%
NPA
574
Nichols & Pratt Advisers
Massachusetts
$3.88M
FW
575
Fidato Wealth
Ohio
$3.85M +$2.03M +5,818 +136%

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.