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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
RA
1101
Ransom Advisory
Rhode Island
$563K
FIB
1102
First Interstate Bank
Montana
$560K +$9.77K +28 +2%
MCM
1103
Monarch Capital Management
Indiana
$556K
SN
1104
Sittner & Nelson
Oregon
$555K -$20.9K -60 -4%
SC
1105
Scholtz & Company
Connecticut
$553K
JSW
1106
Journey Strategic Wealth
New Jersey
$551K +$202K +579 +67%
CCMG
1107
Clark Capital Management Group
Pennsylvania
$547K -$4.89K -14 -1%
PL
1108
Perpetual Ltd
Australia
$546K -$22K -63 -4%
SAM
1109
Silvercrest Asset Management
New York
$545K
HCM
1110
Howard Capital Management
Georgia
$545K +$498K +1,427 New
C
1111
Certuity
Florida
$543K -$11.2K -32 -2%
AC
1112
Apella Capital
Connecticut
$543K +$4.19K +12 +0.8%
VWM
1113
Valley Wealth Managers
New Jersey
$539K +$78.9K +226 +19%
BC
1114
Bridgefront Capital
Texas
$534K +$488K +1,398 New
SC
1115
SouthState Corp
Florida
$527K -$1.72M -4,930 -78%
MCM
1116
MV Capital Management
Maryland
$526K +$15.7K +45 +3%
IAM
1117
Ion Asset Management
Israel
$526K
SWP
1118
Strategic Wealth Partners
Ohio
$522K -$6.63K -19 -1%
BFA
1119
Brown Financial Advisors
Ohio
$519K +$475K +1,361 New
PCA
1120
Pallas Capital Advisors
Massachusetts
$518K +$168K +480 +50%
TA
1121
TFB Advisors
Kansas
$516K
NS
1122
NBC Securities
Alabama
$516K -$25.8K -74 -5%
DWM
1123
Diversify Wealth Management
Utah
$510K +$5.58K +16 +1%
SCM
1124
Shelton Capital Management
Colorado
$510K -$20.2K -58 -4%
SMA
1125
Sage Mountain Advisors
Georgia
$509K +$122K +351 +36%

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.