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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
PP
926
PrairieView Partners
Minnesota
$927K -$47.5K -136 -5%
SIC
927
Salem Investment Counselors
North Carolina
$926K +$1.75K +5 +0.2%
HCM
928
Hutner Capital Management
Vermont
$924K +$1.4K +4 +0.2%
CWA
929
CM Wealth Advisors
Ohio
$924K +$333K +954 +65%
CI
930
Conning Inc
Connecticut
$920K +$281K +805 +50%
MIM
931
Moseley Investment Management
Florida
$920K -$12.9K -37 -2%
RPCONE
932
Retirement Planning Company of New England
Rhode Island
$920K +$1.75K +5 +0.2%
DWM
933
Dakota Wealth Management
Florida
$920K +$81.3K +233 +11%
MCM
934
Maple Capital Management
Vermont
$919K -$49.2K -141 -6%
FNBOO
935
First National Bank of Omaha
Nebraska
$919K
IAS
936
Insigneo Advisory Services
Florida
$918K -$55.5K -159 -6%
FMC
937
First Merchants Corp
Indiana
$915K +$1.75K +5 +0.2%
OFS
938
OneAscent Financial Services
Alabama
$910K +$832K +2,384 New
FFA
939
First Foundation Advisors
California
$909K -$81.7K -234 -9%
CAM
940
Columbia Asset Management
Michigan
$904K
PA
941
Paragon Advisors
Texas
$902K
OBGC
942
O'Brien Greene & Co
Pennsylvania
$902K -$7.68K -22 -0.9%
WBC
943
Westpac Banking Corp
Australia
$901K +$185K +530 +29%
JWM
944
Jessup Wealth Management
Ohio
$896K -$76.1K -218 -8%
ACM
945
Aljian Capital Management
Nevada
$892K +$815K +2,336 New
LMKC
946
L.M. Kohn & Company
Ohio
$886K +$135K +386 +20%
SC
947
Syon Capital
California
$884K +$141K +404 +21%
ACM
948
Aster Capital Management
United Arab Emirates
$882K +$806K +2,310 New
TC
949
TAP Consulting
Missouri
$878K -$2.08M -5,948 -72%
EH
950
Equitable Holdings
New York
$877K +$129K +370 +19%

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.