We are live on ! Find out more
SHW icon

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
AWM
801
Apollon Wealth Management
South Carolina
$1.43M -$209K -600 -14%
NRD
802
Nebula Research & Development
New York
$1.43M -$179K -513 -12%
GT
803
Glenview Trust
Kentucky
$1.42M +$31.4K +90 +2%
PWW
804
Pettyjohn Wood & White
Virginia
$1.42M +$38.4K +110 +3%
AEPWM
805
Atlantic Edge Private Wealth Management
Florida
$1.42M +$1.23M +3,523 +1,864%
HSA
806
HBK Sorce Advisory
Pennsylvania
$1.42M -$9.07K -26 -0.7%
BFC
807
Blue Fin Capital
Rhode Island
$1.41M +$157K +449 +14%
FNBSF
808
First National Bank Sioux Falls
South Dakota
$1.4M
FPF
809
First Pacific Financial
Washington
$1.4M +$4.89K +14 +0.4%
TCOO
810
Trust Company of Oklahoma
Oklahoma
$1.4M +$25.1K +72 +2%
APA
811
Astoria Portfolio Advisors
New York
$1.4M +$86.2K +247 +7%
KIA
812
Knollwood Investment Advisory
Maryland
$1.4M
CTFG
813
Capstone Triton Financial Group
Oklahoma
$1.4M -$29.3K -84 -2%
Nomura Holdings
814
Nomura Holdings
Japan
$1.39M -$1.73M -4,958 -58%
MWM
815
Massachusetts Wealth Management
Massachusetts
$1.39M +$24.4K +70 +2%
NF
816
Nikulski Financial
Iowa
$1.38M +$12.2K +35 +1%
CWM
817
Cordatus Wealth Management
Pennsylvania
$1.38M +$14.7K +42 +1%
NPI
818
New Perspectives Inc
Mississippi
$1.37M +$1.26M +3,600 New
OWM
819
OneAscent Wealth Management
Alabama
$1.37M +$1.26M +3,598 New
BHBT
820
Burke & Herbert Bank & Trust
Virginia
$1.36M
HIC
821
Holderness Investments Company
North Carolina
$1.36M +$1.24M +3,565 New
ACP
822
Aveo Capital Partners
Colorado
$1.36M +$47.1K +135 +4%
EWM
823
Empirical Wealth Management
Washington
$1.35M -$27.6K -79 -2%
SPC
824
Spirepoint Private Client
Florida
$1.34M +$9.42K +27 +0.8%
NP
825
NorthRock Partners
Minnesota
$1.34M +$40.8K +117 +3%

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.