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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
GSEP
901
Golden State Equity Partners
California
$792K +$821K +2,654 New
HI
902
Harbour Investments
Wisconsin
$792K +$260K +840 +46%
PCM
903
Parsons Capital Management
Rhode Island
$792K
FWA
904
FSM Wealth Advisors
Ohio
$790K -$18.9K -61 -2%
DS
905
DRW Securities
Illinois
$788K +$815K +2,634 New
VFA
906
Valeo Financial Advisors
Indiana
$787K +$59.7K +193 +8%
WPC
907
Wedmont Private Capital
Pennsylvania
$784K +$16.7K +54 +2%
GCC
908
Guardian Capital (Canada)
Ontario, Canada
$782K -$627K -2,027 -44%
FFA
909
First Foundation Advisors
California
$781K -$62.2K -201 -7%
QWM
910
Quadcap Wealth Management
Texas
$778K -$1.86K -6 -0.2%
LWCFA
911
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$778K +$13K +42 +2%
EBWM
912
Eagle Bluffs Wealth Management
Missouri
$776K
CSPIA
913
Cary Street Partners Investment Advisory
Virginia
$775K +$73.6K +238 +10%
JWM
914
Jessup Wealth Management
Ohio
$765K -$6.45M -20,863 -89%
PP
915
PrairieView Partners
Minnesota
$765K -$31.6K -102 -4%
MCM
916
Maple Capital Management
Vermont
$761K -$7.74K -25 -1%
AF
917
Advisornet Financial
Minnesota
$752K -$54.5K -176 -7%
CI
918
Cigna Investments
Connecticut
$739K -$17K -55 -2%
CI Investments Inc
919
CI Investments Inc
Ontario, Canada
$737K -$9.45M -30,561 -93%
MIM
920
Moseley Investment Management
Florida
$731K -$31.6K -102 -4%
FPIS
921
Financial Planning & Information Services
Wisconsin
$730K +$757K +2,447 New
MSFS
922
Main Street Financial Solutions
Pennsylvania
$730K +$12.4K +40 +2%
OL
923
Optas LLC
Texas
$723K +$9.9K +32 +1%
SIC
924
Salem Investment Counselors
North Carolina
$723K
IWA
925
Icon Wealth Advisors
Texas
$722K +$151K +487 +31%

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.