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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
SPC
1001
Sigma Planning Corp
Michigan
$739K -$162K -463 -19%
PAM
1002
Palisade Asset Management
Minnesota
$737K
FIA
1003
Foundations Investment Advisors
Arizona
$733K +$698 +2 +0.1%
HIA
1004
Harbor Investment Advisory
Maryland
$731K
RIA
1005
Regal Investment Advisors
Michigan
$731K -$279K -799 -29%
FAIM
1006
Financial Advocates Investment Management
Washington
$731K -$18.8K -54 -3%
AFG
1007
Allegheny Financial Group
Pennsylvania
$730K +$1.4K +4 +0.2%
CA
1008
Cullinan Associates
Kentucky
$728K -$14.7K -42 -2%
CMANY
1009
Capital Management Associates (New York)
New York
$725K
RAM
1010
Ramirez Asset Management
New York
$721K +$15.7K +45 +2%
MIS
1011
Morningstar Investment Services
Illinois
$721K +$44.7K +128 +7%
NFA
1012
Northern Financial Advisors
Michigan
$719K -$10.8K -31 -2%
ST
1013
Sageworth Trust
Pennsylvania
$716K -$5.58K -16 -0.8%
SIC
1014
SFE Investment Counsel
California
$716K -$5.24K -15 -0.8%
FFM
1015
Forum Financial Management
Illinois
$714K +$2.44K +7 +0.4%
QCG
1016
Quadrant Capital Group
Ohio
$710K +$12.6K +36 +2%
VWM
1017
Vigilare Wealth Management
Arizona
$709K
CIAS
1018
Capital Investment Advisory Services
North Carolina
$708K -$19.5K -56 -3%
BTI
1019
Blue Trust Inc
Georgia
$707K +$372K +1,066 +82%
WA
1020
Wealth Alliance
New York
$706K -$55.5K -159 -8%
BBA
1021
BLB&B Advisors
Pennsylvania
$706K -$2.09K -6 -0.3%
BA
1022
Bellwether Advisors
Nebraska
$706K
1W
1023
1776 Wealth
Georgia
$705K -$45K -129 -7%
LWAM
1024
Legacy Wealth Asset Management
Minnesota
$703K -$5.58K -16 -0.9%
DFCM
1025
Dark Forest Capital Management
Puerto Rico
$702K +$407K +1,165 +173%

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.