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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
HCM
926
Hutner Capital Management
Vermont
$722K +$110K +355 +17%
FNBOO
927
First National Bank of Omaha
Nebraska
$719K
RPCONE
928
Retirement Planning Company of New England
Rhode Island
$718K +$1.55K +5 +0.2%
SPC
929
Sigma Planning Corp
Michigan
$716K -$124K -401 -14%
FMC
930
First Merchants Corp
Indiana
$714K +$164K +529 +28%
FC
931
Forte Capital
New York
$712K -$2.48K -8 -0.3%
OBGC
932
O'Brien Greene & Co
Pennsylvania
$712K -$619 -2 -0.1%
CAM
933
Columbia Asset Management
Michigan
$707K -$364K -1,175 -33%
PA
934
Paragon Advisors
Texas
$705K +$731K +2,364 New
PPC
935
Park Place Capital
Alabama
$703K +$80.1K +259 +12%
SFSG
936
Sound Financial Strategies Group
Mississippi
$691K +$31.2K +101 +5%
CANY
937
Caxton Associates (New York)
New York
$690K
RWPA
938
Richard W. Paul & Associates
Michigan
$686K +$23.5K +76 +3%
ADL
939
Asset Dedication LLC
California
$685K -$8.66K -28 -1%
TW
940
TrinityPoint Wealth
Connecticut
$685K +$4.33K +14 +0.6%
OIAM
941
OFI Invest Asset Management
France
$680K +$725K +2,344 +2,368%
CCM
942
Crew Capital Management
Ohio
$680K +$108K +348 +18%
OIA
943
OneDigital Investment Advisors
Kansas
$679K +$207K +670 +42%
GWP
944
Gen-Wealth Partners
Michigan
$676K +$74.6K +241 +12%
BI
945
Ballast Inc
Kentucky
$673K -$6.5K -21 -0.9%
RCA
946
Riverview Capital Advisers
Massachusetts
$671K
IBOK
947
Independence Bank of Kentucky
Kentucky
$670K +$91.6K +296 +15%
FWCM
948
Ferguson Wellman Capital Management
Oregon
$668K
FVWA
949
Foster Victor Wealth Advisors
South Carolina
$661K +$7.42K +24 +1%
MA
950
Montag & Associates
Georgia
$659K -$41.8K -135 -6%

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.