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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
IFU
826
iSAM Funds (UK)
United Kingdom
$1.33M +$1.22M +3,494 New
FFA
827
Farther Finance Advisors
California
$1.32M +$33.5K +96 +3%
FHB
828
First Hawaiian Bank
Hawaii
$1.32M -$342K -981 -22%
FTWA
829
Fifth Third Wealth Advisors
Ohio
$1.32M +$88.3K +253 +8%
1CP
830
17 Capital Partners
Arizona
$1.32M -$698 -2 -0.1%
CTA
831
Colonial Trust Advisors
South Carolina
$1.31M
TPCW
832
TD Private Client Wealth
New York
$1.3M -$106K -304 -8%
WS
833
Wedbush Securities
California
$1.29M -$62.8K -180 -5%
FFN
834
Focus Financial Network
Minnesota
$1.29M +$1.05K +3 +0.1%
SS
835
Sunbelt Securities
Texas
$1.29M -$66.7K -191 -5%
CCA
836
Checchi Capital Advisers
California
$1.28M +$61.8K +177 +6%
GI
837
GAMMA Investing
California
$1.27M +$194K +557 +20%
JSSH
838
J. Safra Sarasin Holding
$1.27M -$36.3K -104 -3%
SWM
839
Sterling Wealth Management
Illinois
$1.26M
AF
840
Advisornet Financial
Minnesota
$1.26M +$273K +783 +31%
FIM
841
Fruth Investment Management
Texas
$1.26M
BCWM
842
Bartlett & Co Wealth Management
Ohio
$1.24M +$3.14K +9 +0.3%
FM
843
Family Management
New York
$1.23M +$64.2K +184 +6%
OCM
844
One Capital Management
California
$1.22M -$62.5K -179 -5%
TSMHT
845
Thurston Springer Miller Herd & Titak
Indiana
$1.22M +$139K +398 +14%
MAC
846
Mason & Associates (California)
California
$1.21M
PA
847
Procyon Advisors
Connecticut
$1.21M -$18.8K -54 -2%
SGA
848
Strategic Global Advisors
California
$1.21M -$1.98M -5,687 -64%
JWM
849
JGP Wealth Management
Oregon
$1.2M +$31.4K +90 +3%
PD
850
Point72 (DIFC)
United Arab Emirates
$1.2M +$1.1M +3,150 New

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.