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Sherwin-Williams
SHW

1,582 hedge funds and large institutions have $68.5B invested in Sherwin-Williams in 2024 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 509 increasing their positions, 636 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 89

8% more capital invested

Capital invested by funds: $63.5B → $68.5B (+$4.92B)

5% more funds holding

Funds holding: 1,510 → 1,582 (+72)

2.01% less ownership

Funds ownership: 79.73% → 77.71% (-2%)

13% less funds holding in top 10

Funds holding in top 10: 53 → 46 (-7)

20% less repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 636

39% less call options, than puts

Call options by funds: $282M | Put options by funds: $465M

Holders
1,582
Holders Change
+72
Holders Change %
+4.77%
% of All Funds
22.79%
Holding in Top 10
46
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.21%
% of All Funds
0.66%
New
177
Increased
509
Reduced
636
Closed
89
Calls
$282M
Puts
$465M
Net Calls
-$182M
Net Calls Change
-$357M

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$181M
2
Millennium Management
Millennium Management
New York
+$164M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$147M
4
Two Sigma Investments
Two Sigma Investments
New York
+$142M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$116M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.73B
2
Capital World Investors
Capital World Investors
California
-$421M
3
MG
Meritage Group
California
-$354M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$302M
5
Ameriprise
Ameriprise
Minnesota
-$171M
Name Holding Trade Value Shares
Change 		Change in
Stake
VPI
726
Value Partners Investments
Manitoba, Canada
$1.78M +$124K +390 +8%
AFA
727
Abacus FCF Advisors
Florida
$1.78M +$437K +1,373 +37%
CCM
728
Coldstream Capital Management
Washington
$1.75M +$100K +315 +7%
IWM
729
IHT Wealth Management
Illinois
$1.75M +$29.6K +93 +2%
FCM
730
Fairbanks Capital Management
California
$1.75M -$22.3K -70 -1%
CC
731
Centiva Capital
New York
$1.74M +$465K +1,459 +41%
CCM
732
Chiron Capital Management
Florida
$1.74M -$63.7K -200 -4%
SWA
733
Stratos Wealth Advisors
Ohio
$1.71M -$956 -3 -0.1%
TAM
734
Tealwood Asset Management
Minnesota
$1.71M +$11.2K +35 +0.7%
STAS
735
Strong Tower Advisory Services
Minnesota
$1.71M +$42.1K +132 +3%
IMCOOI
736
Investment Management Corp of Ontario (IMCO)
Canada
$1.7M -$542K -1,700 -26%
PWM
737
Palumbo Wealth Management
New York
$1.69M +$197K +617 +15%
KIC
738
Kensington Investment Counsel
California
$1.69M – – –
VI
739
Vestcor Inc
New Brunswick, Canada
$1.68M -$152K -476 -9%
MC
740
Maverick Capital
Texas
$1.67M +$1.54M +4,820 New
CWM
741
Cabot Wealth Management
Massachusetts
$1.67M -$37.3K -117 -2%
AWM
742
Avior Wealth Management
Nebraska
$1.66M +$299K +938 +24%
AA
743
Altman Advisors
Illinois
$1.66M +$60.2K +189 +4%
BCM
744
Brookstone Capital Management
Illinois
$1.64M +$257K +808 +21%
IAN
745
Integrated Advisors Network
Texas
$1.63M -$776K -2,435 -34%
SFMG
746
Sage Financial Management Group
Virginia
$1.63M – – –
LA
747
Lynch & Associates
Indiana
$1.62M +$33.8K +106 +2%
DT
748
Diversified Trust
Tennessee
$1.61M +$1.91K +6 +0.1%
GCC
749
Guardian Capital (Canada)
Ontario, Canada
$1.61M -$18.8K -59 -1%
CCIA
750
Campbell & Co Investment Adviser
Maryland
$1.61M +$1.48M +4,648 New
28 29
30
31 32

SHW Hedge Fund Activity: Q1 2024 in Review

1,582 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q1 2024, worth a combined $68.5B — up 7.7% from $63.5B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new SHW positions and 89 closed out — a net gain of 88 holders — while 509 added to existing stakes and 636 trimmed.

The largest buyer was Franklin Resources, adding an estimated $181M. The largest seller was Morgan Stanley, cutting an estimated $1.73B.

  • 1,582 institutional investors held Sherwin-Williams (SHW) as of Q1 2024, up from 1,510 in Q4 2023.
  • Funds reported $68.5B of Sherwin-Williams stock for Q1 2024, up 7.7% quarter-over-quarter.
  • 177 funds opened new Sherwin-Williams positions in Q1 2024 and 89 closed out, a net change of +88 holders.
  • The largest Sherwin-Williams buyer in Q1 2024 was Franklin Resources, an estimated $181M added.
  • The largest Sherwin-Williams seller in Q1 2024 was Morgan Stanley, an estimated $1.73B sold.

Based on aggregated 13F filings for Q1 2024.