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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
MAS
726
Meeder Advisory Services
Ohio
$1.94M +$15.4K +44 +0.9%
DT
727
Diversified Trust
Tennessee
$1.93M +$14.3K +41 +0.8%
GAM
728
Gotham Asset Management
New York
$1.92M -$69.1K -198 -4%
AA
729
Altman Advisors
Illinois
$1.91M +$1.75M +5,016 New
IWA
730
IBEX Wealth Advisors
New Jersey
$1.91M +$53.9M +154,432 +857,956%
GM
731
GeoWealth Management
Illinois
$1.9M +$6.28K +18 +0.4%
TAM
732
Tealwood Asset Management
Minnesota
$1.89M +$1.73M +4,955 New
PA
733
Profund Advisors
Maryland
$1.89M -$299K -857 -15%
CAMG
734
CWA Asset Management Group
Florida
$1.87M +$1.71M +4,908 New
WANY
735
Wealthspire Advisors (New York)
New York
$1.87M +$1.08M +3,102 +173%
KIC
736
Kensington Investment Counsel
California
$1.86M +$3.49K +10 +0.2%
KHCM
737
Kirtland Hills Capital Management
Ohio
$1.86M +$177K +506 +12%
RT
738
Rockland Trust
Massachusetts
$1.86M -$118K -339 -7%
VI
739
Vestcor Inc
New Brunswick, Canada
$1.85M
AFG
740
Atomi Financial Group
New York
$1.85M +$215K +615 +15%
P
741
Pitcairn
Pennsylvania
$1.84M -$595K -1,705 -26%
EA
742
Everpar Advisors
Oklahoma
$1.79M +$41.5K +119 +3%
SFMG
743
Sage Financial Management Group
Virginia
$1.79M +$1.63M +4,683 New
Walleye Trading
744
Walleye Trading
New York
$1.78M -$1.09M -3,122 -40%
SWM
745
Spire Wealth Management
Virginia
$1.78M +$1.34M +3,829 +461%
SM
746
Sciencast Management
New Jersey
$1.78M +$905K +2,593 +126%
TF
747
Talbot Financial
Washington
$1.77M +$1.62M +4,636 New
EWA
748
Exencial Wealth Advisors
Oklahoma
$1.75M -$263K -754 -14%
ITFISA
749
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.74M +$16.1K +46 +1%
UCFA
750
United Capital Financial Advisors
Texas
$1.73M +$59K +169 +4%

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.