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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
CT
1101
ClearAlpha Technologies
Connecticut
$398K +$413K +1,335 New
MCM
1102
MV Capital Management
Maryland
$398K
PBO
1103
Peoples Bank (Ohio)
Ohio
$398K +$12.4K +40 +3%
SW
1104
SteelPeak Wealth
California
$398K -$60K -194 -13%
VCP
1105
Verus Capital Partners
Arizona
$395K -$34K -110 -8%
VBCG
1106
Valley Brook Capital Group
Pennsylvania
$392K
MIM
1107
Morningstar Investment Management
Illinois
$392K
IAP
1108
Indie Asset Partners
Indiana
$388K -$423K -1,366 -51%
SCM
1109
SG Capital Management
Illinois
$387K -$6.53M -21,108 -94%
PCP
1110
Proficio Capital Partners
Massachusetts
$386K -$2.48K -8 -0.6%
HWA
1111
HCR Wealth Advisors
California
$385K -$93.1K -301 -19%
MWM
1112
Modera Wealth Management
New Jersey
$384K +$11.4K +37 +3%
EFG
1113
Everhart Financial Group
Ohio
$383K +$75.8K +245 +24%
LFG
1114
Leverty Financial Group
Wisconsin
$382K -$17.3K -56 -4%
BM
1115
Belfer Management
New York
$381K
WTFG
1116
Wells Trecaso Financial Group
Ohio
$378K -$928 -3 -0.2%
DDPIC
1117
Deroy & Devereaux Private Investment Counsel
Michigan
$377K -$20.4K -66 -5%
GDP
1118
Great Diamond Partners
Maine
$377K -$1.86K -6 -0.5%
LI
1119
LRI Investments
Florida
$377K +$116K +375 +42%
NHC
1120
Nicholas Hoffman & Company
Georgia
$376K -$23.5K -76 -6%
RP
1121
Rowlandmiller & Partners
Georgia
$375K +$30.9K +100 +9%
CA
1122
Commerzbank Aktiengesellschaft
Germany
$374K +$18.6K +60 +5%
GCM
1123
Gladius Capital Management
Illinois
$373K -$195K -630 -34%
MLA
1124
My Legacy Advisors
Oregon
$373K -$16.1K -52 -4%
RWS
1125
Resolute Wealth Strategies
Mississippi
$368K +$928 +3 +0.2%

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.