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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
BP
751
Ballentine Partners
Massachusetts
$1.73M +$184K +526 +13%
NERM
752
New England Research & Management
Illinois
$1.72M -$101K -290 -6%
EA
753
Ergawealth Advisors
Illinois
$1.72M
CIM
754
Corbyn Investment Management
Maryland
$1.7M -$6.98K -20 -0.4%
FRA
755
Frank Rimerman Advisors
California
$1.69M +$40.1K +115 +3%
HH
756
Hilltop Holdings
Texas
$1.69M +$866K +2,482 +127%
FRM
757
Fox Run Management
Connecticut
$1.68M +$1.53M +4,393 New
PAS
758
Park Avenue Securities
New York
$1.67M -$32.5K -93 -2%
AFS
759
Aft Forsyth & Sober
Florida
$1.67M
TCPG
760
Trivant Custom Portfolio Group
California
$1.64M +$1.28M +3,675 +600%
CT
761
Chicago Trust
Illinois
$1.63M -$161K -460 -10%
SL
762
SFM LLC
New Hampshire
$1.63M -$1.75K -5 -0.1%
SP
763
Stablepoint Partners
Massachusetts
$1.63M -$19.5K -56 -1%
MLFP
764
MPS Loria Financial Planners
Illinois
$1.62M
VWM
765
Venturi Wealth Management
Texas
$1.62M +$281K +805 +23%
SCA
766
Stillwater Capital Advisors
Pennsylvania
$1.61M +$1.48M +4,230 New
RMC
767
Resources Management Corp
Connecticut
$1.6M -$12.2K -35 -0.8%
CFG
768
Citizens Financial Group
Rhode Island
$1.59M +$23.7K +68 +2%
KNW
769
Kesler Norman & Wride
Utah
$1.58M -$193K -553 -12%
FGA
770
Fortis Group Advisors
New Jersey
$1.57M
SSB
771
Sandy Spring Bank
Maryland
$1.57M -$3.14K -9 -0.2%
APW
772
Acima Private Wealth
Virginia
$1.57M
WHCI
773
W.H. Cornerstone Investments
Massachusetts
$1.55M +$270K +773 +23%
HWM
774
Hohimer Wealth Management
Washington
$1.55M +$21.3K +61 +2%
PPWM
775
Paragon Private Wealth Management
Kentucky
$1.54M -$2.59M -7,425 -65%

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.