Sherwin-Williams
1,583 hedge funds and large institutions have $68.5B invested in Sherwin-Williams in 2024 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 509 increasing their positions, 636 reducing their positions, and 89 closing their positions.
100% more first-time investments, than exits
New positions opened: 178 | Existing positions closed: 89
8% more capital invested
Capital invested by funds: $63.5B → $68.5B (+$4.92B)
5% more funds holding
Funds holding: 1,510 → 1,583 (+73)
2.01% less ownership
Funds ownership: 79.73% → 77.71% (-2%)
13% less funds holding in top 10
Funds holding in top 10: 53 → 46 (-7)
20% less repeat investments, than reductions
Existing positions increased: 509 | Existing positions reduced: 636
39% less call options, than puts
Call options by funds: $282M | Put options by funds: $465M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$181M |
| 2 |
Millennium Management
New York
|
+$164M |
| 3 |
Two Sigma Advisers
New York
|
+$147M |
| 4 |
Two Sigma Investments
New York
|
+$142M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$116M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.73B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$421M |
| 3 |
MG
Meritage Group
San Francisco,
California
|
-$354M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$302M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$171M |
SHW Hedge Fund Activity: Q1 2024 in Review
1,583 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q1 2024, worth a combined $68.5B — up 7.7% from $63.5B a quarter earlier.
Buyers outnumbered sellers: 178 funds opened new SHW positions and 89 closed out — a net gain of 89 holders — while 509 added to existing stakes and 636 trimmed.
The largest buyer was Franklin Resources, adding an estimated $181M. The largest seller was Morgan Stanley, cutting an estimated $1.73B.
- 1,583 institutional investors held Sherwin-Williams (SHW) as of Q1 2024, up from 1,510 in Q4 2023.
- Funds reported $68.5B of Sherwin-Williams stock for Q1 2024, up 7.7% quarter-over-quarter.
- 178 funds opened new Sherwin-Williams positions in Q1 2024 and 89 closed out, a net change of +89 holders.
- The largest Sherwin-Williams buyer in Q1 2024 was Franklin Resources, an estimated $181M added.
- The largest Sherwin-Williams seller in Q1 2024 was Morgan Stanley, an estimated $1.73B sold.
Based on aggregated 13F filings for Q1 2024.