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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
TFP
876
Tilia Fiduciary Partners
North Carolina
$889K -$23.8K -77 -3%
PA
877
Pinnacle Associates
New York
$887K -$26K -84 -3%
OIA
878
Optimum Investment Advisors
Illinois
$886K +$124K +400 +16%
PGA
879
Portland Global Advisors
Maine
$886K
OP
880
ORG Partners
Indiana
$884K +$846K +2,736 +1,099%
CA
881
Claro Advisors
Massachusetts
$882K -$16.4K -53 -2%
WW
882
Waterfront Wealth
Kansas
$879K +$133K +431 +17%
CC
883
Centiva Capital
New York
$879K -$642K -2,074 -41%
BF
884
BOK Financial
Oklahoma
$876K -$139K -448 -13%
BMC
885
Benin Management Corp
Connecticut
$876K -$30.9K -100 -3%
CB
886
CNB Bank
Pennsylvania
$872K -$10.2K -33 -1%
IAS
887
Insigneo Advisory Services
Florida
$869K -$2.78K -9 -0.3%
CSWG
888
Cardinal Strategic Wealth Guidance
Kentucky
$862K
SIG
889
Stonegate Investment Group
Alabama
$854K +$85.1K +275 +11%
GA
890
GoalVest Advisory
New York
$852K +$1.55K +5 +0.2%
FPCP
891
Fort Point Capital Partners
California
$836K -$101K -327 -10%
GSB
892
Greenfield Savings Bank
Massachusetts
$833K +$4.95K +16 +0.6%
TSMHT
893
Thurston Springer Miller Herd & Titak
Indiana
$832K +$862K +2,787 New
GI
894
GAMMA Investing
California
$827K +$187K +606 +28%
CWM
895
Connecticut Wealth Management
Connecticut
$823K +$22.6K +73 +3%
GS
896
GTS Securities
New York
$820K +$850K +2,748 New
SFA
897
Souders Financial Advisors
Ohio
$820K +$4.95K +16 +0.6%
RIA
898
Regal Investment Advisors
Michigan
$810K +$40.2K +130 +5%
AF
899
Arrow Financial
New York
$807K -$186K -600 -18%
STA
900
Summit Trail Advisors
New York
$797K +$12.4K +40 +2%

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.