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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
CGA
651
Crescent Grove Advisors
Illinois
$2.34M
TCA
652
Transcend Capital Advisors
New Jersey
$2.33M +$468K +1,514 +24%
TCM
653
Twin Capital Management
Pennsylvania
$2.33M +$241K +780 +11%
Walleye Trading
654
Walleye Trading
New York
$2.32M +$1.72M +5,571 +251%
IA
655
IFP Advisors
Florida
$2.32M -$14.5K -47 -0.6%
Jones Financial Companies
656
Jones Financial Companies
Missouri
$2.31M +$2.15M +6,961 +909%
BBVA
657
Banco Bilbao Vizcaya Argentaria
Spain
$2.3M +$168K +544 +8%
GWSA
658
Global Wealth Strategies & Associates
Colorado
$2.29M
CIAS
659
CFS Investment Advisory Services
New Jersey
$2.28M +$2.36M +7,638 New
GCP
660
GSA Capital Partners
United Kingdom
$2.28M -$30.3K -98 -1%
CCG
661
Cypress Capital Group
Florida
$2.27M -$43K -139 -2%
ANTB
662
AMG National Trust Bank
Colorado
$2.26M -$1.55K -5 -0.1%
AWM
663
AE Wealth Management
Kansas
$2.26M +$18.9K +61 +0.8%
Carson Wealth (CWM LLC)
664
Carson Wealth (CWM LLC)
Nebraska
$2.25M +$185K +598 +9%
LNWWM
665
Laird Norton Wetherby Wealth Management
California
$2.25M +$157K +509 +7%
MMG
666
Monetary Management Group
Missouri
$2.25M
KRSITF
667
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.25M -$76.4K -247 -3%
TDC
668
Thompson Davis & Co
Virginia
$2.24M
WLC
669
Walnut Level Capital
Colorado
$2.24M +$2.32M +7,500 New
AssetMark Inc
670
AssetMark Inc
California
$2.24M +$253K +818 +12%
NMIMC
671
Northwestern Mutual Investment Management Company
Wisconsin
$2.22M -$14.8K -48 -0.6%
FTDI
672
First Trust Direct Indexing
Massachusetts
$2.21M +$275K +890 +14%
DADC
673
D.A. Davidson & Co
Montana
$2.21M +$118K +381 +5%
MLL
674
Moody Lynn & Lieberson
Massachusetts
$2.2M -$734K -2,373 -24%
EHWM
675
Eads & Heald Wealth Management
Georgia
$2.18M -$31.6K -102 -1%

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.