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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
VIP
1076
Vista Investment Partners
Oklahoma
$597K
WC
1077
Waterloo Capital
Texas
$596K +$304K +870 +126%
AF
1078
Allworth Financial
California
$595K +$9.77K +28 +2%
9WM
1079
9258 Wealth Management
Ohio
$595K +$178K +510 +49%
GRP
1080
Global Retirement Partners
California
$594K -$71.2K -204 -12%
IWN
1081
Independent Wealth Network
Iowa
$592K -$51.3K -147 -9%
MMA
1082
Miracle Mile Advisors
California
$580K -$2.09K -6 -0.4%
GSEP
1083
Golden State Equity Partners
California
$580K -$397K -1,139 -43%
PWA
1084
Provenance Wealth Advisors
Florida
$578K
AIM
1085
Aigen Investment Management
New York
$577K +$528K +1,513 New
BIM
1086
Baldwin Investment Management
Pennsylvania
$575K -$10.5K -30 -2%
CPC
1087
Cookson Peirce & Co
Pennsylvania
$575K -$46.1K -132 -8%
SOS
1088
Silver Oak Securities
Tennessee
$573K +$336K +963 +180%
ECM
1089
Everence Capital Management
Indiana
$573K +$523K +1,500 New
GL
1090
Graypoint LLC
New York
$573K +$137K +393 +35%
IHL
1091
Investment House LLC
California
$573K
SRSA
1092
S.R. Schill & Associates
Washington
$573K
WIC
1093
Wilkins Investment Counsel
Massachusetts
$573K
IIM
1094
Ipswich Investment Management
Massachusetts
$570K
BB
1095
Busey Bank
Illinois
$569K +$3.14K +9 +0.6%
CC
1096
Corton Capital
Ontario, Canada
$569K +$520K +1,490 New
EFG
1097
Everhart Financial Group
Ohio
$568K +$70.5K +202 +16%
APP
1098
Avantax Planning Partners
Iowa
$565K -$14.7K -42 -3%
PWM
1099
Perigon Wealth Management
California
$565K +$30K +86 +6%
CAI
1100
Capital Advisors Inc
Oklahoma
$564K -$5.93K -17 -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.