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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
RWM
1126
Revisor Wealth Management
Ohio
$368K -$353K -1,142 -48%
SIA
1127
Schechter Investment Advisors
Michigan
$367K -$35.3K -114 -8%
LCWP
1128
Legacy Capital Wealth Partners
Arkansas
$367K +$381K +1,230 New
CCA
1129
Covey Capital Advisors
Georgia
$366K
CF
1130
Centaurus Financial
California
$364K -$57.9K -187 -13%
VFA
1131
Values First Advisors
Tennessee
$363K -$22.3K -72 -6%
PFP
1132
Paragon Financial Partners
California
$361K
SWM
1133
SeaCrest Wealth Management
New York
$360K +$31.2K +101 +9%
AA
1134
Alesco Advisors
New York
$358K
HHAA
1135
Henry H. Armstrong Associates
Pennsylvania
$358K
ACM
1136
Accent Capital Management
Ohio
$358K +$371K +1,198 New
ACM
1137
Armbruster Capital Management
New York
$356K
LFA
1138
Legacy Financial Advisors
Kentucky
$356K +$12.1K +39 +3%
HR
1139
Howe & Rusling
New York
$355K +$14.2K +46 +4%
EWM
1140
EPG Wealth Management
Georgia
$355K -$368K -1,189 Closed
SW
1141
SVB Wealth
Massachusetts
$354K -$141K -456 -28%
VWM
1142
Valley Wealth Managers
New Jersey
$354K +$5.26K +17 +1%
WPWM
1143
Windward Private Wealth Management
Kansas
$353K
LIM
1144
Letson Investment Management
Georgia
$353K +$80.7K +261 +28%
CAL
1145
Capital Advisors Ltd
Ohio
$350K +$10.2K +33 +3%
CCG
1146
Catalina Capital Group
California
$350K +$8.97K +29 +3%
CRC
1147
Curi RMB Capital
Illinois
$347K -$120K -388 -25%
AWA
1148
Aaron Wealth Advisors
Illinois
$345K +$19.8K +64 +6%
BB
1149
Berkshire Bank
Massachusetts
$345K -$16.7K -54 -4%
JGUA
1150
John G. Ullman & Associates
New York
$343K

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.