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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
MIS
1026
Morningstar Investment Services
Illinois
$521K +$9.59K +31 +2%
SAM
1027
Smartleaf Asset Management
Massachusetts
$521K +$108K +350 +25%
WB
1028
WesBanco Bank
West Virginia
$518K -$23.5K -76 -4%
CGL
1029
Clarius Group LLC
Washington
$516K -$22.9K -74 -4%
BTW
1030
Boston Trust Walden
Massachusetts
$514K
P
1031
&Partners
Tennessee
$510K +$243K +786 +85%
PCG
1032
Prosperity Consulting Group
Maryland
$507K +$114K +367 +28%
EFI
1033
EHP Funds Inc
Canada
$507K +$124K +400 +31%
IWN
1034
Independent Wealth Network
Iowa
$507K -$5.57K -18 -1%
LCGC
1035
Legacy Capital Group California
California
$504K +$523K +1,689 New
AC
1036
Avestar Capital
New York
$499K +$87.9K +284 +20%
SFS
1037
Symphony Financial Services
Ohio
$497K +$512K +1,654 New
AF
1038
Allworth Financial
California
$493K +$6.81K +22 +1%
IIC
1039
Ironwood Investment Counsel
Arizona
$493K -$11.4K -37 -2%
ACG
1040
Allen Capital Group
Nebraska
$493K +$30.3K +98 +6%
MPWT
1041
MassMutual Private Wealth & Trust
Connecticut
$492K +$35.6K +115 +8%
SSW
1042
Smith Shellnut Wilson
Mississippi
$489K
CPC
1043
Cookson Peirce & Co
Pennsylvania
$489K +$507K +1,638 New
SAA
1044
Southeast Asset Advisors
Georgia
$488K
ZF
1045
Zhang Financial
Michigan
$486K +$309 +1 +0.1%
AWA
1046
Arete Wealth Advisors
Illinois
$485K +$503K +1,626 New
BOM
1047
Bank of Marin
California
$482K -$128K -415 -20%
FMB
1048
Field & Main Bank
Kentucky
$481K +$321K +1,036 +180%
NFG
1049
Nations Financial Group
Iowa
$480K +$2.78K +9 +0.6%
CI
1050
Conning Inc
Connecticut
$479K +$9.28K +30 +2%

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.