We are live on ! Find out more
SHW icon

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
GWP
976
Gen-Wealth Partners
Michigan
$807K -$12.2K -35 -2%
FMP
977
Financial Management Professionals
Texas
$806K +$2.09K +6 +0.3%
BF
978
BOK Financial
Oklahoma
$806K -$272K -778 -26%
TSWM
979
Triangle Securities Wealth Management
North Carolina
$803K -$483K -1,383 -40%
CFM
980
Catalyst Funds Management
Australia
$802K +$593K +1,700 +425%
SGM
981
Skye Global Management
Florida
$802K +$733K +2,100 New
BWG
982
Balanced Wealth Group
Ohio
$799K +$349 +1 +0%
JPWM
983
Jamison Private Wealth Management
Georgia
$796K +$1.05K +3 +0.1%
CCM
984
Crew Capital Management
Ohio
$788K -$74K -212 -9%
ST
985
Smithfield Trust
Pennsylvania
$783K
SL
986
SWMG LLC
Texas
$781K +$704K +2,017 New
MGIA
987
Moneta Group Investment Advisors
Missouri
$781K +$67.4K +193 +10%
BI
988
Ballast Inc
Kentucky
$781K -$72.9K -209 -9%
FPIS
989
Financial Planning & Information Services
Wisconsin
$778K -$142K -408 -17%
MG
990
Mather Group
Illinois
$777K -$7.27M -20,838 -91%
PP
991
PDS Planning
Ohio
$772K -$1.05K -3 -0.1%
AWA
992
Arkadios Wealth Advisors
Georgia
$770K +$18.5K +53 +3%
FVWA
993
Foster Victor Wealth Advisors
South Carolina
$768K
SAW
994
Signal Advisors Wealth
Michigan
$766K +$700K +2,006 New
WPW
995
Waldron Private Wealth
Pennsylvania
$765K -$8.38K -24 -1%
PP
996
Pegasus Partners
Wisconsin
$759K -$63.5K -182 -8%
MA
997
Montag & Associates
Georgia
$758K -$77.8K -223 -10%
IFG
998
Independent Financial Group
California
$757K +$74.7K +214 +12%
MMPW
999
Mitchell McLeod Pugh & Williams
Alabama
$750K -$39.8K -114 -5%
FPAS
1000
Focus Partners Advisor Solutions
Missouri
$742K +$159K +455 +31%

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.