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Sherwin-Williams
SHW

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: 1,582 → 1,532 (-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: 46 → 38 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$611M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$278M
3
BlackRock
BlackRock
New York
+$258M
4
Vontobel Holding
Vontobel Holding
Switzerland
+$242M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
+$231M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$562M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$342M
3
SGA
Sustainable Growth Advisers
Connecticut
-$338M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$331M
5
DZ Bank
DZ Bank
Germany
-$245M
Name Holding Trade Value Shares
Change 		Change in
Stake
FW
776
Fidato Wealth
Ohio
$1.28M +$3.09K +10 +0.2%
MLFP
777
MPS Loria Financial Planners
Illinois
$1.27M -$710K -2,295 -35%
NRD
778
Nebula Research & Development
New York
$1.27M +$255K +825 +24%
RMC
779
Resources Management Corp
Connecticut
$1.27M +$8.35K +27 +0.6%
AFG
780
Atomi Financial Group
New York
$1.26M +$120K +389 +10%
BAM
781
Blueshift Asset Management
New Jersey
$1.24M +$604K +1,951 +89%
SSB
782
Sandy Spring Bank
Maryland
$1.23M -$15.8K -51 -1%
FGA
783
Fortis Group Advisors
New Jersey
$1.23M – – –
APW
784
Acima Private Wealth
Virginia
$1.23M – – –
CFG
785
Citizens Financial Group
Rhode Island
$1.23M +$143K +461 +13%
EA
786
Ellsworth Advisors
Ohio
$1.21M +$1.55K +5 +0.1%
GIM
787
Groesbeck Investment Management
New Jersey
$1.2M – – –
HWM
788
Hohimer Wealth Management
Washington
$1.2M +$435K +1,405 +54%
CCG
789
Chatham Capital Group
Georgia
$1.2M +$12.7K +41 +1%
WAM
790
Wolverine Asset Management
Illinois
$1.19M -$928K -3,000 -43%
CCM
791
Chiron Capital Management
Florida
$1.19M -$309K -1,000 -20%
BP
792
Ballentine Partners
Massachusetts
$1.19M +$182K +588 +17%
ONB
793
Old National Bancorp
Indiana
$1.19M +$156K +503 +14%
AF
794
Aviso Financial
Ontario, Canada
$1.18M +$1.22M +3,935 New
IFWM
795
Institute for Wealth Management
Colorado
$1.17M +$54.1K +175 +5%
MC
796
Machina Capital
France
$1.17M -$1.1M -3,548 -48%
PP
797
Prudential plc
United Kingdom
$1.16M – – –
AWM
798
Avior Wealth Management
Nebraska
$1.16M -$274K -885 -18%
CA
799
Cortland Associates
Missouri
$1.16M – – –
LCOV
800
London Company of Virginia
Virginia
$1.16M – – –
30 31
32
33 34

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.