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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
FPAS
1076
Focus Partners Advisor Solutions
Missouri
$444K -$41.5K -134 -8%
BB
1077
Busey Bank
Illinois
$442K -$24.4K -79 -5%
RA
1078
Ransom Advisory
Rhode Island
$440K -$101K -325 -18%
CWA
1079
CM Wealth Advisors
Ohio
$438K +$36.2K +117 +9%
MCM
1080
Monarch Capital Management
Indiana
$435K
C
1081
Certuity
Florida
$434K -$38.4K -124 -8%
AG
1082
Ascent Group
Virginia
$433K -$41.1K -133 -8%
SC
1083
Scholtz & Company
Connecticut
$433K -$46.4K -150 -9%
CCMG
1084
Clark Capital Management Group
Pennsylvania
$432K +$7.42K +24 +2%
ET
1085
Entropy Technologies
New York
$431K -$4.21M -13,597 -90%
FIB
1086
First Interstate Bank
Montana
$429K
BCMLT
1087
Beacon Capital Management LLC (Tennessee)
Tennessee
$426K -$86.6K -280 -16%
SAM
1088
Silvercrest Asset Management
New York
$426K
NS
1089
NBC Securities
Alabama
$426K +$45.8K +148 +12%
AC
1090
Apella Capital
Connecticut
$425K +$1.24K +4 +0.3%
MM
1091
MQS Management
New York
$421K +$182K +589 +72%
GXJ
1092
Global X Japan
Japan
$419K +$9.28K +30 +2%
SA
1093
Strategic Advisors
New York
$416K
PWM
1094
Perigon Wealth Management
California
$416K -$25.7K -83 -6%
SCM
1095
Shelton Capital Management
Colorado
$416K
SWP
1096
Strategic Wealth Partners
Ohio
$414K
IAM
1097
Ion Asset Management
Israel
$411K +$426K +1,377 New
NG
1098
Norden Group
Utah
$407K +$129K +416 +44%
TA
1099
TFB Advisors
Kansas
$403K -$2.78K -9 -0.7%
CD
1100
Chapin Davis
Maryland
$402K +$170K +549 +69%

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.