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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
AB
851
Atlas Brown
Kentucky
$1.2M +$4.54K +13 +0.4%
CT
852
Caldwell Trust
Florida
$1.19M
CA
853
Claro Advisors
Massachusetts
$1.19M +$52K +149 +5%
CCIA
854
Campbell & Co Investment Adviser
Maryland
$1.18M -$2.4M -6,887 -69%
FHA
855
First Horizon Advisors
Tennessee
$1.18M -$54.8K -157 -5%
CI Investments Inc
856
CI Investments Inc
Ontario, Canada
$1.18M +$214K +614 +25%
TWM
857
TriaGen Wealth Management
California
$1.18M +$8.03K +23 +0.8%
SW
858
SlateStone Wealth
Florida
$1.18M
SA
859
SRN Advisors
Pennsylvania
$1.17M -$47.1K -135 -4%
CWM
860
Chesapeake Wealth Management
Virginia
$1.17M +$24.8K +71 +2%
SC
861
Savant Capital
Illinois
$1.16M +$333K +954 +46%
CCM
862
Chickasaw Capital Management
Tennessee
$1.15M
SCM
863
Sirios Capital Management
Massachusetts
$1.15M -$18.1K -52 -2%
FFS
864
Founders Financial Securities
Maryland
$1.15M +$1.4K +4 +0.1%
WAOTB
865
Wealth Advisors of Tampa Bay
Florida
$1.15M +$698 +2 +0.1%
WA
866
WBH Advisory
Maryland
$1.15M
1IA
867
1834 Investment Advisors
Wisconsin
$1.15M
PTC
868
Provident Trust Company
Wisconsin
$1.15M
GFA
869
Gifford Fong Associates
California
$1.15M
QI
870
Qtron Investments
Massachusetts
$1.14M -$510K -1,462 -33%
RC
871
Rovin Capital
Arizona
$1.14M -$15.7K -45 -1%
RWP
872
RWA Wealth Partners
Massachusetts
$1.14M -$16.4K -47 -2%
CPRC
873
Consolidated Portfolio Review Corp
New York
$1.14M +$349 +1 +0%
OIA
874
Optimum Investment Advisors
Illinois
$1.13M
PGA
875
Portland Global Advisors
Maine
$1.13M

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.