We are live on ! Find out more
SHW icon

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
EWA
801
EP Wealth Advisors
California
$1.16M +$51.4K +166 +4%
KBFS
802
Kohmann Bosshard Financial Services
Ohio
$1.16M – – –
NLGIA
803
Nippon Life Global Investors Americas
New York
$1.15M +$637K +2,060 +114%
HT
804
Headlands Technologies
Illinois
$1.15M +$1.2M +3,870 New
BG
805
Bahl & Gaynor
Ohio
$1.13M -$13.6K -44 -1%
CK
806
Cohen Klingenstein
New York
$1.13M – – –
CTFG
807
Capstone Triton Financial Group
Oklahoma
$1.12M -$13.9K -45 -1%
HSA
808
HBK Sorce Advisory
Pennsylvania
$1.12M +$2.78K +9 +0.2%
TPCW
809
TD Private Client Wealth
New York
$1.11M +$268K +865 +30%
FFN
810
Focus Financial Network
Minnesota
$1.1M +$43.3K +140 +4%
FNBSF
811
First National Bank Sioux Falls
South Dakota
$1.1M – – –
KIA
812
Knollwood Investment Advisory
Maryland
$1.09M +$201K +649 +21%
LA
813
Legacy Advisors
Pennsylvania
$1.09M +$1.13M +3,667 New
FPF
814
First Pacific Financial
Washington
$1.09M +$51.4K +166 +5%
GT
815
Glenview Trust
Kentucky
$1.09M -$22K -71 -2%
EWM
816
Empirical Wealth Management
Washington
$1.08M -$41.8K -135 -4%
PWW
817
Pettyjohn Wood & White
Virginia
$1.08M +$88.8K +287 +9%
TCOO
818
Trust Company of Oklahoma
Oklahoma
$1.08M -$17.3K -56 -2%
NF
819
Nikulski Financial
Iowa
$1.07M +$111K +360 +11%
CWM
820
Cordatus Wealth Management
Pennsylvania
$1.07M +$1.11M +3,581 New
SS
821
Sunbelt Securities
Texas
$1.07M -$29.7K -96 -3%
MWM
822
Massachusetts Wealth Management
Massachusetts
$1.07M – – –
WS
823
Wedbush Securities
California
$1.07M +$201K +650 +22%
BHBT
824
Burke & Herbert Bank & Trust
Virginia
$1.07M -$3.09K -10 -0.3%
FHA
825
Flagship Harbor Advisors
Massachusetts
$1.05M -$164K -529 -13%
31 32
33
34 35

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.