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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
PGFC
726
Peapack-Gladstone Financial Corp
New Jersey
$1.63M +$289K +933 +21%
ET
727
Equitable Trust
Tennessee
$1.63M -$7.74K -25 -0.5%
IFO
728
Independent Family Office
New York
$1.63M -$535K -1,729 -24%
CAM
729
Claret Asset Management
Quebec, Canada
$1.62M -$463K -1,496 -22%
TSS
730
Two Sigma Securities
New York
$1.62M +$1.19M +3,838 +240%
EWA
731
Exencial Wealth Advisors
Oklahoma
$1.59M -$1.38M -4,471 -46%
SFS
732
Stiles Financial Services
Minnesota
$1.59M +$207K +669 +14%
IWM
733
IHT Wealth Management
Illinois
$1.56M +$61.3K +198 +4%
GAM
734
Gotham Asset Management
New York
$1.56M -$4.81M -15,535 -75%
RT
735
Rockland Trust
Massachusetts
$1.56M -$34K -110 -2%
CCWM
736
Cassaday & Co Wealth Management
Virginia
$1.55M +$9.59K +31 +0.6%
GWSG
737
GPS Wealth Strategies Group
Colorado
$1.55M -$30.6K -99 -2%
S
738
SignatureFD
Georgia
$1.55M -$43K -139 -3%
BONST
739
Bank of Nova Scotia Trust
Ontario, Canada
$1.54M +$678K +2,191 +74%
SIP
740
Stoneridge Investment Partners
Pennsylvania
$1.54M +$1.6M +5,163 New
LA
741
Lynch & Associates
Indiana
$1.54M +$149K +480 +10%
FCM
742
Fairbanks Capital Management
California
$1.54M +$36.8K +119 +2%
SP
743
Stablepoint Partners
Massachusetts
$1.53M -$13.6K -44 -1%
FB
744
Fulton Bank
Pennsylvania
$1.51M -$54.5K -176 -3%
MAS
745
Meeder Advisory Services
Ohio
$1.5M +$351K +1,136 +29%
DT
746
Diversified Trust
Tennessee
$1.49M +$112K +361 +8%
GM
747
GeoWealth Management
Illinois
$1.48M +$228K +737 +17%
EF
748
Empowered Funds
Pennsylvania
$1.48M +$221K +713 +17%
CA
749
Cornerstone Advisors
North Carolina
$1.46M -$495K -1,600 -25%
KIC
750
Kensington Investment Counsel
California
$1.45M +$3.71K +12 +0.2%

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.