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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
RJT
601
Raymond James Trust
Florida
$3.46M +$91.8K +263 +3%
AWS
602
Atria Wealth Solutions
New York
$3.45M -$194K -555 -6%
CTI
603
Community Trust & Investment
Kentucky
$3.44M -$488K -1,397 -13%
Public Sector Pension Investment Board (PSP Investments)
604
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.43M +$384K +1,100 +14%
JFG
605
Jefferies Financial Group
New York
$3.43M +$899K +2,577 +40%
NPT
606
National Philanthropic Trust
Pennsylvania
$3.4M -$25.1K -72 -0.8%
IMCOOI
607
Investment Management Corp of Ontario (IMCO)
Canada
$3.39M +$907K +2,600 +41%
PWPS
608
Pinnacle Wealth Planning Services
Ohio
$3.39M -$19.2K -55 -0.6%
NA
609
NewEdge Advisors
Louisiana
$3.37M -$9.77K -28 -0.3%
First Trust Advisors
610
First Trust Advisors
Illinois
$3.36M -$25.7M -73,582 -89%
NHT
611
New Hampshire Trust
New Hampshire
$3.36M -$27.9K -80 -0.9%
CFP
612
Curran Financial Partners
South Carolina
$3.34M -$35.9K -103 -1%
Carson Wealth (CWM LLC)
613
Carson Wealth (CWM LLC)
Nebraska
$3.34M +$418K +1,198 +16%
FTDI
614
First Trust Direct Indexing
Massachusetts
$3.34M +$462K +1,324 +18%
VAS
615
Vestmark Advisory Solutions
Massachusetts
$3.33M +$93.9K +269 +3%
LRPA
616
L. Roy Papp & Associates
Arizona
$3.32M -$83.8K -240 -3%
SCM
617
Sterling Capital Management
North Carolina
$3.31M +$3.03M +8,685 New
RSWM
618
Robertson Stephens Wealth Management
California
$3.29M -$714K -2,046 -19%
OC
619
Oppenheimer & Co
New York
$3.29M +$26.2K +75 +0.9%
KJHP
620
K.J. Harrison & Partners
Ontario, Canada
$3.28M -$349K -1,000 -10%
EIP
621
Epoch Investment Partners
New York
$3.27M -$14K -40 -0.5%
PFA
622
Pure Financial Advisors
California
$3.27M +$2.99M +8,573 New
CL
623
Choreo LLC
Illinois
$3.26M +$94.6K +271 +3%
CWM
624
Cabot Wealth Management
Massachusetts
$3.26M +$1.31M +3,741 +78%
SFI
625
Siemens Fonds Invest
Germany
$3.25M

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.