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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
TDC
651
Thompson Davis & Co
Virginia
$2.86M
BHWM
652
Beaird Harris Wealth Management
Texas
$2.86M -$1.77M -5,078 -40%
CGA
653
Crescent Grove Advisors
Illinois
$2.85M -$129K -371 -5%
Fisher Asset Management
654
Fisher Asset Management
Washington
$2.84M -$759K -2,174 -23%
SRL
655
Scientech Research LLC
New Jersey
$2.84M +$2.6M +7,438 New
AWM
656
AE Wealth Management
Kansas
$2.84M -$42.9K -123 -2%
DADC
657
D.A. Davidson & Co
Montana
$2.84M +$10.8K +31 +0.4%
NMIMC
658
Northwestern Mutual Investment Management Company
Wisconsin
$2.81M -$23.7K -68 -0.9%
CCG
659
Cypress Capital Group
Florida
$2.8M -$93.9K -269 -4%
CL
660
CIM LLC
New York
$2.78M -$12.6K -36 -0.5%
XT
661
XTX Topco
Cayman Islands
$2.73M +$2.17M +6,224 +669%
MPPW
662
Mitchell & Pahl Private Wealth
Oklahoma
$2.72M -$1.75K -5 -0.1%
PS
663
Principal Securities
Iowa
$2.69M +$183K +525 +8%
SPIA
664
Steward Partners Investment Advisory
New York
$2.67M +$242K +694 +11%
AIM
665
Avanda Investment Management
Singapore
$2.67M -$3.28M -9,391 -57%
CA
666
Cornerstone Advisors
North Carolina
$2.67M +$733K +2,100 +43%
MAM
667
Morse Asset Management
Connecticut
$2.66M -$34.9K -100 -1%
SG
668
StoneX Group
New York
$2.62M -$54.4K -156 -2%
KRSITF
669
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.62M -$228K -653 -9%
LCM
670
Legato Capital Management
California
$2.61M
MC
671
Machina Capital
France
$2.61M +$1.02M +2,923 +75%
AT
672
American Trust
Kentucky
$2.57M -$559K -1,601 -19%
CS
673
Cannell & Spears
New York
$2.56M
EHWM
674
Eads & Heald Wealth Management
Georgia
$2.53M -$228K -654 -9%
LTAS
675
Linden Thomas Advisory Services
North Carolina
$2.51M +$11.5K +33 +0.5%

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.