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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
PCM
901
Parsons Capital Management
Rhode Island
$1.01M
IBOK
902
Independence Bank of Kentucky
Kentucky
$1.01M +$143K +409 +18%
NWMG
903
Nicholson Wealth Management Group
South Carolina
$1.01M +$925K +2,650 New
OIA
904
OneDigital Investment Advisors
Kansas
$1.01M +$129K +370 +16%
CWM
905
Connecticut Wealth Management
Connecticut
$1.01M -$43.3K -124 -4%
QWM
906
Quadcap Wealth Management
Texas
$998K +$2.44K +7 +0.3%
CF
907
Copperwynd Financial
Arizona
$996K +$659K +1,887 +261%
GCC
908
Guardian Capital (Canada)
Ontario, Canada
$993K -$6.28K -18 -0.7%
EBWM
909
Eagle Bluffs Wealth Management
Missouri
$992K
STA
910
Summit Trail Advisors
New York
$982K -$34.5K -99 -4%
JCM
911
Jacobi Capital Management
Pennsylvania
$974K +$541K +1,549 +154%
UOTTAIMCU
912
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$970K -$2.24M -6,415 -72%
PI
913
PineBridge Investments
New York
$968K -$14M -40,048 -94%
CSPIA
914
Cary Street Partners Investment Advisory
Virginia
$966K -$22.7K -65 -3%
FHA
915
Flagship Harbor Advisors
Massachusetts
$965K -$340K -974 -28%
WPC
916
Wedmont Private Capital
Pennsylvania
$955K +$47.5K +136 +6%
GAM
917
Groupama Asset Management
France
$954K +$5.58K +16 +0.5%
VCMGDR
918
Vinland Capital Management Gestora de Recursos
Brazil
$952K +$871K +2,495 New
OWP
919
ORG Wealth Partners
Texas
$951K +$869K +2,490 New
PA
920
Pinnacle Associates
New York
$949K +$24.8K +71 +2%
MSFS
921
Main Street Financial Solutions
Pennsylvania
$938K +$4.19K +12 +0.5%
HFM
922
Harvest Fund Management
China
$934K +$855K +2,449 New
CI
923
Cigna Investments
Connecticut
$931K -$13.6K -39 -2%
OL
924
Optas LLC
Texas
$931K +$5.24K +15 +0.6%
MC
925
Maverick Capital
Texas
$931K +$851K +2,438 New

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.