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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
VIG
776
Vienna Insurance Group
Poland
$1.46M -$229K -720 -15%
SSB
777
Sandy Spring Bank
Maryland
$1.45M +$34.4K +108 +3%
OAM
778
Ostrum Asset Management
France
$1.44M – – –
FGA
779
Fortis Group Advisors
New Jersey
$1.43M -$1.31M -4,118 -50%
APW
780
Acima Private Wealth
Virginia
$1.43M – – –
FHA
781
Flagship Harbor Advisors
Massachusetts
$1.4M -$180K -565 -12%
HCA
782
Harbour Capital Advisors
Virginia
$1.4M -$28K -88 -2%
GIM
783
Groesbeck Investment Management
New Jersey
$1.4M – – –
KHCM
784
Kirtland Hills Capital Management
Ohio
$1.39M +$1.39M +4,371 New
CCG
785
Chatham Capital Group
Georgia
$1.38M – – –
AWM
786
Apollon Wealth Management
South Carolina
$1.36M +$90.2K +283 +8%
PP
787
Prudential plc
United Kingdom
$1.36M -$1.74M -5,475 -58%
CA
788
Cortland Associates
Missouri
$1.35M – – –
LCOV
789
London Company of Virginia
Virginia
$1.35M – – –
MAS
790
Meeder Advisory Services
Ohio
$1.35M +$48.4K +152 +4%
KBFS
791
Kohmann Bosshard Financial Services
Ohio
$1.35M -$166K -520 -12%
VSQM
792
V-Square Quantitative Management
Illinois
$1.35M – – –
BG
793
Bahl & Gaynor
Ohio
$1.33M -$14.3K -45 -1%
AFG
794
Atomi Financial Group
New York
$1.33M +$617K +1,938 +102%
CK
795
Cohen Klingenstein
New York
$1.32M – – –
CTFG
796
Capstone Triton Financial Group
Oklahoma
$1.32M +$39.5K +124 +3%
EWM
797
Empirical Wealth Management
Washington
$1.31M -$170K -535 -12%
IFWM
798
Institute for Wealth Management
Colorado
$1.3M -$7.96K -25 -0.7%
BWM
799
BCS Wealth Management
Tennessee
$1.3M – – –
EWA
800
EP Wealth Advisors
California
$1.3M +$16.6K +52 +1%
30 31
32
33 34

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.