We are live on ! Find out more
SHW icon

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
OAM
751
Ostrum Asset Management
France
$1.45M +$220K +712 +17%
VI
752
Vestcor Inc
New Brunswick, Canada
$1.45M
LIM
753
Leavell Investment Management
Alabama
$1.45M +$695K +2,247 +87%
NERM
754
New England Research & Management
Illinois
$1.43M +$1.11M +3,575 +292%
CWM
755
Cabot Wealth Management
Massachusetts
$1.43M -$3.4K -11 -0.2%
CT
756
Chicago Trust
Illinois
$1.42M +$72.7K +235 +5%
KNW
757
Kesler Norman & Wride
Utah
$1.4M -$306K -988 -17%
IAN
758
Integrated Advisors Network
Texas
$1.39M -$14.8K -48 -1%
WA
759
Waverly Advisors
Alabama
$1.39M +$1.13M +3,663 +371%
EA
760
Everpar Advisors
Oklahoma
$1.37M +$415K +1,342 +41%
CI
761
CX Institutional
Indiana
$1.37M +$84.8K +274 +6%
ITFISA
762
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.35M -$7.42K -24 -0.5%
EA
763
Ergawealth Advisors
Illinois
$1.34M
PAS
764
Park Avenue Securities
New York
$1.33M +$43K +139 +3%
CIM
765
Corbyn Investment Management
Maryland
$1.33M -$4.95K -16 -0.4%
QI
766
Qtron Investments
Massachusetts
$1.33M
FHB
767
First Hawaiian Bank
Hawaii
$1.33M -$876K -2,831 -39%
CCM
768
Coldstream Capital Management
Washington
$1.32M -$191K -617 -12%
UCFA
769
United Capital Financial Advisors
Texas
$1.31M -$75.5K -244 -5%
AFS
770
Aft Forsyth & Sober
Florida
$1.31M
KHCM
771
Kirtland Hills Capital Management
Ohio
$1.3M -$619 -2 -0%
AWM
772
Apollon Wealth Management
South Carolina
$1.3M +$129K +416 +11%
VIG
773
Vienna Insurance Group
Poland
$1.29M +$42.7K +138 +3%
FRA
774
Frank Rimerman Advisors
California
$1.29M +$1.33M +4,312 +47,911%
SL
775
SFM LLC
New Hampshire
$1.28M -$21.3K -69 -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.