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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
BIG
1051
Brooklyn Investment Group
New York
$655K +$26.9K +77 +5%
LS
1052
Livforsakringsbolaget Skandia
Sweden
$653K +$452K +1,294 +309%
TA
1053
Tectonic Advisors
Texas
$653K +$597K +1,711 New
MPWT
1054
MassMutual Private Wealth & Trust
Connecticut
$650K +$19.2K +55 +3%
CGL
1055
Clarius Group LLC
Washington
$646K -$10.8K -31 -2%
LCGC
1056
Legacy Capital Group California
California
$641K -$3.14K -9 -0.5%
FMB
1057
Field & Main Bank
Kentucky
$641K +$24.1K +69 +4%
ACG
1058
Allen Capital Group
Nebraska
$638K +$7.33K +21 +1%
BA
1059
Bristlecone Advisors
Washington
$636K -$28.6K -82 -5%
SFS
1060
Symphony Financial Services
Ohio
$632K +$1.05K +3 +0.2%
IIC
1061
Ironwood Investment Counsel
Arizona
$630K -$1.05K -3 -0.2%
ZF
1062
Zhang Financial
Michigan
$628K +$5.93K +17 +1%
SAA
1063
Southeast Asset Advisors
Georgia
$624K
HT
1064
Headlands Technologies
Illinois
$622K -$782K -2,241 -58%
CA
1065
Commerzbank Aktiengesellschaft
Germany
$621K +$131K +376 +30%
ECU
1066
Eisler Capital (UK)
United Kingdom
$620K +$567K +1,625 New
BWM
1067
BKM Wealth Management
Wisconsin
$619K +$566K +1,621 New
SSW
1068
Smith Shellnut Wilson
Mississippi
$618K -$6.63K -19 -1%
BOM
1069
Bank of Marin
California
$616K -$1.05K -3 -0.2%
PCG
1070
Prosperity Consulting Group
Maryland
$611K -$34.5K -99 -6%
CWA
1071
Centennial Wealth Advisory
Michigan
$611K +$558K +1,600 New
EFH
1072
Eaton Financial Holdings
Florida
$608K +$556K +1,594 New
GWMR
1073
GC Wealth Management RIA
Massachusetts
$607K +$12.9K +37 +2%
CA
1074
CoreCap Advisors
Michigan
$602K +$550K +1,577 New
AWA
1075
Aaron Wealth Advisors
Illinois
$598K +$143K +410 +35%

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.