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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
DWM
1051
Diversify Wealth Management
Utah
$471K +$430K +1,389 New
Capstone Investment Advisors
1052
Capstone Investment Advisors
New York
$467K +$484K +1,565 New
VIP
1053
Vista Investment Partners
Oklahoma
$466K
YIA
1054
YHB Investment Advisors
Connecticut
$465K +$44.9K +145 +10%
GWMR
1055
GC Wealth Management RIA
Massachusetts
$464K -$72.7K -235 -13%
UWS
1056
Unique Wealth Strategies
Illinois
$463K
BIM
1057
Baldwin Investment Management
Pennsylvania
$459K +$139K +448 +41%
VC
1058
Vicus Capital
Pennsylvania
$459K +$4.33K +14 +0.9%
SPA
1059
Sherbrooke Park Advisers
New York
$457K -$531K -1,716 -53%
VCM
1060
Virtue Capital Management
Tennessee
$456K -$13.6K -44 -3%
ATPW
1061
Ashton Thomas Private Wealth
Arizona
$456K +$70.5K +228 +18%
MMA
1062
Miracle Mile Advisors
California
$455K +$4.64K +15 +1%
APP
1063
Avantax Planning Partners
Iowa
$454K +$17.3K +56 +4%
OLVIG
1064
Oliver Lagore Vanvalin Investment Group
Michigan
$453K +$928 +3 +0.2%
PWA
1065
Provenance Wealth Advisors
Florida
$452K
BTI
1066
Blue Trust Inc
Georgia
$452K +$134K +434 +50%
SN
1067
Sittner & Nelson
Oregon
$452K
IHL
1068
Investment House LLC
California
$448K
SRSA
1069
S.R. Schill & Associates
Washington
$448K
WIC
1070
Wilkins Investment Counsel
Massachusetts
$448K
ICM
1071
IMS Capital Management
Oregon
$447K -$14.2K -46 -4%
CAI
1072
Capital Advisors Inc
Oklahoma
$446K +$3.09K +10 +0.7%
PL
1073
Perpetual Ltd
Australia
$446K -$4.64K -15 -1%
IIM
1074
Ipswich Investment Management
Massachusetts
$446K
CIM
1075
Contravisory Investment Management
Massachusetts
$445K +$27.5K +89 +6%

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.