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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
DIA
1001
Dana Investment Advisors
Wisconsin
$559K -$8.04K -26 -1%
FFM
1002
Forum Financial Management
Illinois
$556K
BJL
1003
Brighton Jones LLC
Washington
$556K +$276K +893 +92%
LWAM
1004
Legacy Wealth Asset Management
Minnesota
$554K +$10.2K +33 +2%
VWM
1005
Vigilare Wealth Management
Arizona
$554K +$309 +1 +0.1%
BIG
1006
Brooklyn Investment Group
New York
$554K
BBA
1007
BLB&B Advisors
Pennsylvania
$554K
MGIA
1008
Moneta Group Investment Advisors
Missouri
$553K +$218K +705 +61%
CHC
1009
City Holding Co
West Virginia
$552K -$3.09K -10 -0.5%
BA
1010
Bellwether Advisors
Nebraska
$552K -$309 -1 -0.1%
RAM
1011
Ramirez Asset Management
New York
$551K
WBC
1012
Westpac Banking Corp
Australia
$546K
QCG
1013
Quadrant Capital Group
Ohio
$544K +$25.7K +83 +5%
SDIC
1014
South Dakota Investment Council
South Dakota
$544K -$64.4K -208 -10%
SWM
1015
Shakespeare Wealth Management
Wisconsin
$538K -$22.9K -74 -4%
IAIM
1016
International Assets Investment Management
Florida
$537K -$6.18M -19,964 -92%
WANY
1017
Wealthspire Advisors (New York)
New York
$535K -$29.1K -94 -5%
MFG
1018
Magnus Financial Group
New York
$534K +$32.2K +104 +6%
IFG
1019
Independent Financial Group
California
$528K +$12.1K +39 +2%
WIA
1020
World Investment Advisors
California
$526K +$365K +1,179 +202%
GRP
1021
Global Retirement Partners
California
$525K +$329K +1,065 +153%
BAWC
1022
Boyce & Associates Wealth Consulting
Texas
$524K -$8.04K -26 -1%
MW
1023
Marcum Wealth
Ohio
$524K +$4.95K +16 +0.9%
JCM
1024
Jag Capital Management
Missouri
$524K -$15.5K -50 -3%
BA
1025
Bristlecone Advisors
Washington
$522K -$63.1K -204 -10%

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.