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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
SAM
951
Smartleaf Asset Management
Massachusetts
$875K +$186K +533 +30%
SFSG
952
Sound Financial Strategies Group
Mississippi
$873K -$9.42K -27 -1%
ADL
953
Asset Dedication LLC
California
$872K -$4.54K -13 -0.6%
IWC
954
Integrated Wealth Concepts
Massachusetts
$865K +$61.8K +177 +8%
RCA
955
Riverview Capital Advisers
Massachusetts
$859K
FC
956
Forte Capital
New York
$858K -$47.8K -137 -6%
QT
957
Quantbot Technologies
New York
$858K -$12M -34,285 -94%
DWM
958
Dynasty Wealth Management
Florida
$855K +$64.9K +186 +9%
FWCM
959
Ferguson Wellman Capital Management
Oregon
$854K
OFG
960
OmniStar Financial Group
North Carolina
$853K +$780K +2,234 New
TW
961
TrinityPoint Wealth
Connecticut
$852K -$21.3K -61 -3%
Connor, Clark & Lunn Investment Management (CC&L)
962
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$848K -$31.8M -91,117 -98%
PPC
963
Park Place Capital
Alabama
$845K -$48.5K -139 -6%
KCM
964
Kathmere Capital Management
Pennsylvania
$844K +$55.1K +158 +8%
RWPA
965
Richard W. Paul & Associates
Michigan
$842K -$33.2K -95 -4%
ATS
966
Ashton Thomas Securities
New York
$837K +$22.3K +64 +3%
NLGIA
967
Nippon Life Global Investors Americas
New York
$836K -$586K -1,680 -43%
MFIM
968
Mesirow Financial Investment Management
Illinois
$831K +$30K +86 +4%
Impax Asset Management Group
969
Impax Asset Management Group
United Kingdom
$831K
DBG
970
De Burlo Group
Massachusetts
$830K
SWA
971
Stratos Wealth Advisors
Ohio
$822K -$1.4K -4 -0.2%
RIL
972
Rothschild Investment LLC
Illinois
$815K -$359K -1,028 -33%
TWM
973
Trueblood Wealth Management
Ohio
$813K -$26.2K -75 -3%
GIP
974
Greatmark Investment Partners
Georgia
$813K
PFS
975
Physicians Financial Services
North Carolina
$809K +$24.4K +70 +3%

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.