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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
RF
576
Robbins Farley
New Hampshire
$3.83M -$55.1K -158 -2%
NIM
577
NEOS Investment Management
Connecticut
$3.82M +$692K +1,984 +25%
CW
578
CreativeOne Wealth
Kansas
$3.82M +$276K +790 +9%
EOJOAM
579
E. Ohman J:or Asset Management
Sweden
$3.78M -$209K -600 -6%
IIA
580
ICW Investment Advisors
Arizona
$3.78M -$12.2K -35 -0.4%
Los Angeles Capital Management
581
Los Angeles Capital Management
California
$3.75M -$9.8M -28,078 -74%
TRCT
582
Tower Research Capital (TRC)
New York
$3.75M -$11.5K -33 -0.3%
TMAM
583
Tokio Marine Asset Management
Japan
$3.73M +$174K +498 +5%
CAL
584
Capital Analysts LLC
Pennsylvania
$3.72M +$269K +772 +9%
SFG
585
SevenBridge Financial Group
Pennsylvania
$3.71M +$91.4K +262 +3%
CP
586
CenterBook Partners
Connecticut
$3.69M -$2.94M -8,425 -47%
IA
587
IAM Advisory
Pennsylvania
$3.66M
MC
588
Moors & Cabot
Massachusetts
$3.66M +$106K +304 +3%
DILIC
589
Dai-ichi Life Insurance Company
Japan
$3.61M -$105K -302 -3%
P
590
&Partners
Tennessee
$3.6M +$2.7M +7,731 +452%
GEA
591
Glen Eagle Advisors
New Jersey
$3.6M -$67.7K -194 -2%
BRWA
592
B. Riley Wealth Advisors
Florida
$3.59M -$141K -404 -4%
FDS
593
Freedom Day Solutions
Texas
$3.57M -$2.09K -6 -0.1%
RWM
594
Ritholtz Wealth Management
New York
$3.56M +$949K +2,720 +41%
SC
595
Sapient Capital
Indiana
$3.56M -$1.81M -5,188 -36%
DRS
596
Deane Retirement Strategies
Louisiana
$3.55M -$12.2K -35 -0.4%
GAM
597
Griffin Asset Management
New York
$3.55M +$9.07K +26 +0.3%
APGDR
598
Absoluto Partners Gestao de Recursos
Brazil
$3.51M +$3.21M +9,202 New
ASN
599
Advisory Services Network
Georgia
$3.49M
FB
600
Fulton Bank
Pennsylvania
$3.49M +$1.42M +4,072 +80%

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.