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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
CL
626
CIM LLC
New York
$2.64M +$48.9K +158 +2%
ECU
627
Eisler Capital (US)
New York
$2.63M +$2.72M +8,800 New
RJT
628
Raymond James Trust
Florida
$2.62M +$15.5K +50 +0.6%
YIH
629
Y-Intercept (HK)
Hong Kong
$2.6M +$2.7M +8,714 New
PFA
630
Peak Financial Advisors
Colorado
$2.59M +$74.9K +242 +3%
EIP
631
Epoch Investment Partners
New York
$2.57M
AHC
632
Adell Harriman & Carpenter
Texas
$2.57M -$544K -1,757 -17%
Nomura Holdings
633
Nomura Holdings
Japan
$2.57M +$2.08M +6,725 +358%
OC
634
Oppenheimer & Co
New York
$2.55M -$54.5K -176 -2%
SFI
635
Siemens Fonds Invest
Germany
$2.54M +$34K +110 +1%
OAC
636
OMERS Administration Corp
Ontario, Canada
$2.52M +$2.61M +8,448 New
VAS
637
Vestmark Advisory Solutions
Massachusetts
$2.52M +$1.24K +4 +0%
GA
638
Geller Advisors
New York
$2.49M
AT
639
American Trust
Kentucky
$2.49M -$166K -538 -6%
CL
640
Choreo LLC
Illinois
$2.46M +$2.57M +8,321 New
TC
641
TAP Consulting
Missouri
$2.46M -$10.8K -35 -0.4%
USCWA
642
U.S. Capital Wealth Advisors
Texas
$2.45M -$58.2K -188 -2%
ZIG
643
Zurich Insurance Group
Switzerland
$2.45M
MA
644
Mosaic Advisors
Texas
$2.43M
GI
645
GAMCO Investors
Connecticut
$2.42M +$9.9K +32 +0.4%
NIM
646
NEOS Investment Management
Connecticut
$2.39M +$662K +2,141 +36%
EF
647
Empirical Finance
Pennsylvania
$2.39M -$180K -582 -7%
TFS
648
Thoroughbred Financial Services
Tennessee
$2.39M +$2.21M +7,132 +825%
SEC
649
Seven Eight Capital
New York
$2.37M +$2.46M +7,940 New
Public Sector Pension Investment Board (PSP Investments)
650
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.35M +$1.12M +3,619 +85%

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.