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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
PP
976
PDS Planning
Ohio
$604K -$57.5K -186 -8%
GVAG
977
Great Valley Advisor Group
Delaware
$600K -$72.7K -235 -10%
WA
978
Wealth Alliance
New York
$600K -$23.5K -76 -4%
CPIG
979
Chicago Partners Investment Group
Illinois
$597K -$144K -465 -22%
1W
980
1776 Wealth
Georgia
$590K +$4.02K +13 +0.7%
WMP
981
Wealth Management Partners
Arizona
$588K -$15.5K -50 -2%
EWA
982
EverSource Wealth Advisors
Alabama
$588K +$237K +767 +84%
FAIM
983
Financial Advocates Investment Management
Washington
$587K +$619 +2 +0.1%
AWA
984
Arkadios Wealth Advisors
Georgia
$586K +$49.5K +160 +9%
HH
985
Hilltop Holdings
Texas
$582K +$8.35K +27 +1%
CA
986
Cullinan Associates
Kentucky
$580K +$601K +1,942 New
LMKC
987
L.M. Kohn & Company
Ohio
$577K -$5.57K -18 -0.9%
JCM
988
Jacobsen Capital Management
Utah
$576K -$4.95K -16 -0.8%
PAM
989
Palisade Asset Management
Minnesota
$576K
EH
990
Equitable Holdings
New York
$575K +$95.9K +310 +19%
FIA
991
Foundations Investment Advisors
Arizona
$573K +$273K +883 +85%
HIA
992
Harbor Investment Advisory
Maryland
$571K
NFA
993
Northern Financial Advisors
Michigan
$571K
SC
994
Syon Capital
California
$571K +$16.4K +53 +3%
CIAS
995
Capital Investment Advisory Services
North Carolina
$570K +$17.6K +57 +3%
AFG
996
Allegheny Financial Group
Pennsylvania
$570K +$93.7K +303 +19%
NF
997
Nvest Financial
New Hampshire
$569K +$590K +1,907 New
CMANY
998
Capital Management Associates (New York)
New York
$567K
ST
999
Sageworth Trust
Pennsylvania
$564K -$389K -1,256 -40%
SIC
1000
SFE Investment Counsel
California
$564K +$29.4K +95 +5%

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.