We are live on ! Find out more
SHW icon

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
IB
1151
Intrust Bank
Kansas
$342K -$16.7K -54 -4%
FWP
1152
FAS Wealth Partners
Kansas
$341K +$1.24K +4 +0.4%
PWMAG
1153
Pinnacle Wealth Management Advisory Group
New Jersey
$341K -$13.9K -45 -4%
SIM
1154
Sentry Investment Management
Wisconsin
$340K -$31.6K -102 -8%
CAS
1155
Coppell Advisory Solutions
Texas
$338K +$351K +1,133 New
HIC
1156
Harvey Investment Company
Kentucky
$336K
HCP
1157
Holt Capital Partners
Texas
$336K
LWM
1158
Liberty Wealth Management
California
$332K +$344K +1,112 New
SQA
1159
Simon Quick Advisors
New Jersey
$331K +$38.7K +125 +13%
GL
1160
Graypoint LLC
New York
$331K -$24.1K -78 -7%
FMLI
1161
Fukoku Mutual Life Insurance
Japan
$330K
WAG
1162
Wallace Advisory Group
California
$330K -$27.8K -90 -8%
VVP
1163
Venture Visionary Partners
Ohio
$330K
HBT
1164
Hills Bank & Trust
Iowa
$329K -$11.4K -37 -3%
NAS
1165
Nicolet Advisory Services
Wisconsin
$325K +$9.9K +32 +3%
RMCM
1166
Reynders McVeigh Capital Management
Massachusetts
$325K
RWB
1167
RMR Wealth Builders
New Jersey
$324K
PCM
1168
Penserra Capital Management
California
$323K +$25.1K +81 +8%
MBTD
1169
Mechanics Bank - Trust Department
California
$322K
WA
1170
Wambolt & Associates
Colorado
$322K
SMC
1171
Smith, Moore & Co
Missouri
$320K +$309 +1 +0.1%
WG
1172
Wealth Group
North Carolina
$319K +$30.9K +100 +10%
WG
1173
Winton Group
United Kingdom
$319K +$330K +1,068 New
EWA
1174
Encompass Wealth Advisors
Oregon
$317K
FSA
1175
Franklin Street Advisors
North Carolina
$316K

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.