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Sherwin-Williams

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: 1,5821,532 (-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: 4638 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
851
Checchi Capital Advisers
California
$944K -$7.74K -25 -0.8%
RIL
852
Rothschild Investment LLC
Illinois
$944K +$109K +352 +13%
WWP
853
Walden Wealth Partners
Ohio
$939K
AB
854
Atlas Brown
Kentucky
$933K +$1.86K +6 +0.2%
CT
855
Caldwell Trust
Florida
$929K +$182K +589 +23%
GAM
856
Groupama Asset Management
France
$924K +$426K +1,378 +80%
SW
857
SlateStone Wealth
Florida
$920K -$29.4K -95 -3%
JWM
858
JGP Wealth Management
Oregon
$914K +$36.2K +117 +4%
TWM
859
TriaGen Wealth Management
California
$913K +$43.6K +141 +5%
SCM
860
Sirios Capital Management
Massachusetts
$913K +$70.2K +227 +8%
CA
861
Crewe Advisors
Utah
$913K +$24.4K +79 +3%
FM
862
Family Management
New York
$910K -$4.07M -13,143 -81%
RWP
863
RWA Wealth Partners
Massachusetts
$907K -$2.17K -7 -0.2%
GWM
864
Geneos Wealth Management
Colorado
$906K +$12.7K +41 +1%
RC
865
Rovin Capital
Arizona
$906K -$21.7K -70 -2%
CCM
866
Chickasaw Capital Management
Tennessee
$902K +$23.2K +75 +3%
FFS
867
Founders Financial Securities
Maryland
$896K +$12.7K +41 +1%
WA
868
WBH Advisory
Maryland
$895K -$1.24K -4 -0.1%
1IA
869
1834 Investment Advisors
Wisconsin
$895K
PTC
870
Provident Trust Company
Wisconsin
$895K
WAOTB
871
Wealth Advisors of Tampa Bay
Florida
$895K
GFA
872
Gifford Fong Associates
California
$895K
CWM
873
Chesapeake Wealth Management
Virginia
$893K +$36.8K +119 +4%
FNBT
874
FineMark National Bank & Trust
Florida
$891K -$52.3K -169 -5%
CPRC
875
Consolidated Portfolio Review Corp
New York
$889K +$309 +1 +0%

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.