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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
IF
1151
Intrua Financial
Texas
$476K +$435K +1,246 New
RWS
1152
Resolute Wealth Strategies
Mississippi
$472K +$698 +2 +0.2%
GCM
1153
Gladius Capital Management
Illinois
$472K -$4.89K -14 -1%
NG
1154
Norden Group
Utah
$469K -$47.1K -135 -10%
WA
1155
Waverly Advisors
Alabama
$469K -$1.19M -3,421 -74%
CCG
1156
Catalina Capital Group
California
$469K +$19.5K +56 +5%
CCA
1157
Covey Capital Advisors
Georgia
$468K
CPBTD
1158
Central Pacific Bank - Trust Division
Hawaii
$468K +$427K +1,225 New
HR
1159
Howe & Rusling
New York
$463K +$8.03K +23 +2%
LIM
1160
Letson Investment Management
Georgia
$462K +$9.77K +28 +2%
PFP
1161
Paragon Financial Partners
California
$461K
AA
1162
Alesco Advisors
New York
$458K
HHAA
1163
Henry H. Armstrong Associates
Pennsylvania
$458K
CAL
1164
Capital Advisors Ltd
Ohio
$458K +$9.77K +28 +2%
ACM
1165
Armbruster Capital Management
New York
$456K
CD
1166
Chapin Davis
Maryland
$454K -$55.8K -160 -12%
UCB
1167
United Community Bank
South Carolina
$453K +$63.9K +183 +18%
SWM
1168
SeaCrest Wealth Management
New York
$453K -$6.98K -20 -2%
WPWM
1169
Windward Private Wealth Management
Kansas
$452K
VSQM
1170
V-Square Quantitative Management
Illinois
$452K +$169K +485 +69%
MWM
1171
Meridian Wealth Management
Kentucky
$450K +$411K +1,179 New
SW
1172
SteelPeak Wealth
California
$449K -$54.4K -156 -12%
PCP
1173
Proficio Capital Partners
Massachusetts
$440K -$49.2K -141 -11%
FTIS
1174
First Trust Investment Solutions
Florida
$439K -$9.97M -28,562 -96%
JGUA
1175
John G. Ullman & Associates
New York
$439K

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.