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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
PWM
701
Palumbo Wealth Management
New York
$2.18M +$43.3K +124 +2%
LF
702
Longbow Finance
Switzerland
$2.18M -$2.34M -6,710 -54%
IFO
703
Independent Family Office
New York
$2.15M +$63.5K +182 +3%
CTC
704
Central Trust Company
Missouri
$2.14M -$106K -305 -5%
KIA
705
KCM Investment Advisors
California
$2.13M -$22.7K -65 -1%
NAG
706
Northstar Advisory Group
New Jersey
$2.12M +$1.94M +5,556 New
BCM
707
Brookstone Capital Management
Illinois
$2.12M +$66.7K +191 +4%
CCM
708
Coldstream Capital Management
Washington
$2.09M +$358K +1,025 +23%
SFS
709
Stiles Financial Services
Minnesota
$2.08M +$47.5K +136 +3%
PGFC
710
Peapack-Gladstone Financial Corp
New Jersey
$2.08M -$5.24K -15 -0.3%
CAM
711
Claret Asset Management
Quebec, Canada
$2.08M +$1.05K +3 +0.1%
ET
712
Equitable Trust
Tennessee
$2.08M -$5.93K -17 -0.3%
FCM
713
Fairbanks Capital Management
California
$2.08M +$104K +298 +6%
LA
714
Lynch & Associates
Indiana
$2.07M +$92.5K +265 +5%
A
715
AlphaQuest
New York
$2.06M -$599K -1,717 -24%
S
716
SignatureFD
Georgia
$2.05M +$65.6K +188 +4%
SCI
717
Stableford Capital II
Arizona
$2.04M -$277K -795 -13%
OWP
718
Obermeyer Wealth Partners
Colorado
$2.03M +$1.85M +5,315 New
AA
719
Advisory Alpha
Michigan
$2.02M -$101K -290 -5%
EF
720
Empowered Funds
Pennsylvania
$2M +$97K +278 +6%
IAN
721
Integrated Advisors Network
Texas
$2M +$202K +580 +12%
VT
722
Vise Technologies
New York
$1.98M -$297K -850 -14%
GWSG
723
GPS Wealth Strategies Group
Colorado
$1.98M +$2.09K +6 +0.1%
BONST
724
Bank of Nova Scotia Trust
Ontario, Canada
$1.98M +$2.44K +7 +0.1%
CCWM
725
Cassaday & Co Wealth Management
Virginia
$1.97M -$5.24K -15 -0.3%

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.