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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
MWM
1126
Modera Wealth Management
New Jersey
$509K +$16.1K +46 +4%
MYLI
1127
Meiji Yasuda Life Insurance
Japan
$506K +$228K +652 +97%
VBCG
1128
Valley Brook Capital Group
Pennsylvania
$502K
VI
1129
Versor Investments
New York
$500K +$458K +1,311 New
CFG
1130
Copley Financial Group
California
$499K +$456K +1,308 New
SQA
1131
Simon Quick Advisors
New Jersey
$498K +$68.7K +197 +18%
SIA
1132
Schechter Investment Advisors
Michigan
$497K +$25.1K +72 +6%
SCM
1133
SG Capital Management
Illinois
$495K
LI
1134
LRI Investments
Florida
$490K
LFG
1135
Leverty Financial Group
Wisconsin
$489K
BFM
1136
Boothbay Fund Management
New York
$488K -$8.84M -25,342 -95%
LFA
1137
Legacy Financial Advisors
Kentucky
$488K +$30K +86 +7%
ACI
1138
Alpha Cubed Investments
California
$487K +$93.9K +269 +27%
GXJ
1139
Global X Japan
Japan
$485K -$46.1K -132 -9%
GDP
1140
Great Diamond Partners
Maine
$484K +$2.44K +7 +0.6%
NHC
1141
Nicholas Hoffman & Company
Georgia
$482K +$1.4K +4 +0.3%
DDPIC
1142
Deroy & Devereaux Private Investment Counsel
Michigan
$482K
WTFG
1143
Wells Trecaso Financial Group
Ohio
$482K -$1.05K -3 -0.2%
RP
1144
Rowlandmiller & Partners
Georgia
$480K
AIIMS
1145
Analyst IMS Investment Management Services
Israel
$480K +$439K +1,258 New
VCP
1146
Verus Capital Partners
Arizona
$480K -$23K -66 -5%
ICM
1147
IMS Capital Management
Oregon
$480K
AWM
1148
Axxcess Wealth Management
California
$478K +$163K +467 +59%
PBO
1149
Peoples Bank (Ohio)
Ohio
$477K -$29.3K -84 -6%
BCMLT
1150
Beacon Capital Management LLC (Tennessee)
Tennessee
$476K -$63.5K -182 -13%

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.