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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
OQS
601
Occudo Quantitative Strategies
Florida
$2.87M +$1.56M +5,053 +111%
IA
602
IAM Advisory
Pennsylvania
$2.86M
AWS
603
Atria Wealth Solutions
New York
$2.86M +$574K +1,856 +24%
KJHP
604
K.J. Harrison & Partners
Ontario, Canada
$2.86M -$1.87M -6,059 -39%
CRA
605
Clear Rock Advisors
Texas
$2.84M +$165K +533 +6%
FDS
606
Freedom Day Solutions
Texas
$2.79M +$101K +327 +4%
DRS
607
Deane Retirement Strategies
Louisiana
$2.77M +$2.89M +9,348 New
TMAM
608
Tokio Marine Asset Management
Japan
$2.77M -$27.2K -88 -0.9%
MC
609
Moors & Cabot
Massachusetts
$2.77M -$7.12K -23 -0.2%
GAM
610
Griffin Asset Management
New York
$2.77M +$3.71K +12 +0.1%
CWP
611
Cyndeo Wealth Partners
Florida
$2.76M +$145K +469 +5%
CW
612
CreativeOne Wealth
Kansas
$2.75M -$164K -530 -5%
NB
613
NBT Bank
New York
$2.73M -$987K -3,189 -26%
O
614
Ossiam
France
$2.71M +$165K +532 +6%
CAL
615
Capital Analysts LLC
Pennsylvania
$2.68M +$244K +790 +10%
NPT
616
National Philanthropic Trust
Pennsylvania
$2.68M -$3.4K -11 -0.1%
UOTTAIMCU
617
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.67M +$125K +403 +5%
LRPA
618
L. Roy Papp & Associates
Arizona
$2.67M -$61.9K -200 -2%
PWPS
619
Pinnacle Wealth Planning Services
Ohio
$2.67M -$17K -55 -0.6%
VA
620
Vident Advisory
Georgia
$2.67M +$2.1M +6,773 +314%
AAM
621
Azzad Asset Management
Virginia
$2.65M +$928 +3 +0%
NHT
622
New Hampshire Trust
New Hampshire
$2.65M
CFP
623
Curran Financial Partners
South Carolina
$2.65M -$75.5K -244 -3%
NA
624
NewEdge Advisors
Louisiana
$2.64M -$2.1M -6,783 -43%
SGA
625
Strategic Global Advisors
California
$2.64M +$52.3K +169 +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.