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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
HWA
1026
HCR Wealth Advisors
California
$700K +$190K +544 +42%
CHC
1027
City Holding Co
West Virginia
$699K -$6.98K -20 -1%
WMP
1028
Wealth Management Partners
Arizona
$697K -$50.3K -144 -7%
OLVIG
1029
Oliver Lagore Vanvalin Investment Group
Michigan
$696K +$106K +304 +20%
CWM
1030
Cornerstone Wealth Management
Missouri
$696K +$636K +1,822 New
SDIC
1031
South Dakota Investment Council
South Dakota
$695K
NFG
1032
Nations Financial Group
Iowa
$694K +$72.9K +209 +13%
RCM
1033
Radnor Capital Management
Pennsylvania
$693K +$633K +1,815 New
SWM
1034
Shakespeare Wealth Management
Wisconsin
$691K +$2.44K +7 +0.4%
JCM
1035
Jacobsen Capital Management
Utah
$689K -$44K -126 -7%
ATPW
1036
Ashton Thomas Private Wealth
Arizona
$686K +$94.2K +270 +18%
MFG
1037
Magnus Financial Group
New York
$685K +$1.05K +3 +0.2%
EWA
1038
EverSource Wealth Advisors
Alabama
$682K +$38.4K +110 +7%
IWA
1039
Icon Wealth Advisors
Texas
$681K -$95.6K -274 -13%
MW
1040
Marcum Wealth
Ohio
$677K +$6.63K +19 +1%
DIA
1041
Dana Investment Advisors
Wisconsin
$675K -$36.6K -105 -6%
BAWC
1042
Boyce & Associates Wealth Consulting
Texas
$672K +$1.4K +4 +0.2%
JCM
1043
Jag Capital Management
Missouri
$671K +$698 +2 +0.1%
CPIG
1044
Chicago Partners Investment Group
Illinois
$668K +$50.3K +144 +8%
AC
1045
Avestar Capital
New York
$667K +$25.8K +74 +4%
AAS
1046
Ameritas Advisory Services
Nebraska
$665K -$4.26M -12,196 -88%
BTW
1047
Boston Trust Walden
Massachusetts
$658K
YIA
1048
YHB Investment Advisors
Connecticut
$657K +$56.9K +163 +10%
AG
1049
Ascent Group
Virginia
$656K +$93.5K +268 +18%
WB
1050
WesBanco Bank
West Virginia
$655K -$7.33K -21 -1%

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.