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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
TWM
951
Trueblood Wealth Management
Ohio
$658K +$14.8K +48 +2%
DAS
952
Diversify Advisory Services
Utah
$657K -$355K -1,149 -34%
SICM
953
Sustainable Insight Capital Management
New York
$657K -$3.76M -12,162 -85%
DWM
954
Dakota Wealth Management
Florida
$650K +$9.59K +31 +1%
Impax Asset Management Group
955
Impax Asset Management Group
United Kingdom
$649K
DBG
956
De Burlo Group
Massachusetts
$649K
SP
957
Symmetry Partners
Connecticut
$648K +$36.5K +118 +6%
PP
958
Pegasus Partners
Wisconsin
$648K +$671K +2,170 New
SWA
959
Stratos Wealth Advisors
Ohio
$644K -$860K -2,779 -56%
ATS
960
Ashton Thomas Securities
New York
$636K +$659K +2,130 New
GIP
961
Greatmark Investment Partners
Georgia
$636K
FMP
962
Financial Management Professionals
Texas
$628K +$4.02K +13 +0.6%
MFIM
963
Mesirow Financial Investment Management
Illinois
$626K +$4.64K +15 +0.7%
IWC
964
Integrated Wealth Concepts
Massachusetts
$623K -$73.3K -237 -10%
JPWM
965
Jamison Private Wealth Management
Georgia
$622K +$928 +3 +0.1%
SC
966
Savant Capital
Illinois
$621K -$26.3K -85 -4%
MMPW
967
Mitchell McLeod Pugh & Williams
Alabama
$620K
BWG
968
Balanced Wealth Group
Ohio
$619K -$8.04K -26 -1%
SM
969
Sciencast Management
New Jersey
$616K -$1.1M -3,540 -63%
ST
970
Smithfield Trust
Pennsylvania
$616K
DWM
971
Dynasty Wealth Management
Florida
$613K +$636K +2,055 New
KCM
972
Kathmere Capital Management
Pennsylvania
$613K +$363K +1,174 +133%
PFS
973
Physicians Financial Services
North Carolina
$612K +$9.28K +30 +1%
A
974
Allianz
Germany
$609K +$492K +1,590 +353%
WPW
975
Waldron Private Wealth
Pennsylvania
$606K -$24.1K -78 -4%

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.