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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
TFP
876
Tilia Fiduciary Partners
North Carolina
$1.13M -$6.98K -20 -0.7%
FNBT
877
FineMark National Bank & Trust
Florida
$1.13M -$10.5K -30 -1%
GWM
878
Geneos Wealth Management
Colorado
$1.11M -$47.5K -136 -4%
CSWG
879
Cardinal Strategic Wealth Guidance
Kentucky
$1.1M
WW
880
Waterfront Wealth
Kansas
$1.1M +$26.5K +76 +3%
VFA
881
Valeo Financial Advisors
Indiana
$1.09M +$81K +232 +9%
MIM
882
Morningstar Investment Management
Illinois
$1.09M +$531K +1,523 +116%
GA
883
GoalVest Advisory
New York
$1.09M
BMC
884
Benin Management Corp
Connecticut
$1.09M -$29.7K -85 -3%
TF
885
Threadgill Financial
Texas
$1.08M -$5.66M -16,223 -85%
CC
886
Centiva Capital
New York
$1.08M -$44.7K -128 -4%
SIG
887
Stonegate Investment Group
Alabama
$1.07M -$21.6K -62 -2%
GCP
888
GSA Capital Partners
United Kingdom
$1.07M -$1.69M -4,839 -63%
GSB
889
Greenfield Savings Bank
Massachusetts
$1.07M
OTL
890
Oak Thistle LLC
New York
$1.05M +$962K +2,758 New
DTL
891
Dynamic Technology Lab
Singapore
$1.05M +$959K +2,748 New
SFA
892
Souders Financial Advisors
Ohio
$1.05M -$2.44K -7 -0.3%
HI
893
Harbour Investments
Wisconsin
$1.04M +$29.3K +84 +3%
FPCP
894
Fort Point Capital Partners
California
$1.04M -$23.7K -68 -2%
GVAG
895
Great Valley Advisor Group
Delaware
$1.04M +$250K +716 +36%
CB
896
CNB Bank
Pennsylvania
$1.04M -$73.3K -210 -7%
GCM
897
Graham Capital Management
Connecticut
$1.03M -$9.63M -27,586 -91%
CFO
898
Callan Family Office
Pennsylvania
$1.03M +$941K +2,697 New
FWA
899
FSM Wealth Advisors
Ohio
$1.03M +$16.4K +47 +2%
AF
900
Arrow Financial
New York
$1.02M -$8.72K -25 -0.9%

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.