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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
FCP
1176
Fidelis Capital Partners
Florida
$316K -$4.33K -14 -1%
SCM
1177
Stevens Capital Management
Pennsylvania
$315K -$1.08M -3,490 -77%
9WM
1178
9258 Wealth Management
Ohio
$313K -$103K -334 -24%
RCAG
1179
Rehmann Capital Advisory Group
Michigan
$312K +$13K +42 +4%
TIA
1180
Tiemann Investment Advisors
California
$312K -$20.1K -65 -6%
MFG
1181
Merit Financial Group
Georgia
$311K +$68.7K +222 +27%
AA
1182
Addison Advisors
Vermont
$310K
SGA
1183
Sustainable Growth Advisers
Connecticut
$310K -$338M -1,091,502 -100%
PCA
1184
Pallas Capital Advisors
Massachusetts
$310K +$295K +953 New
PI
1185
PFG Investments
New York
$309K -$1.07M -3,455 -77%
CT
1186
Colonial Trust
South Carolina
$308K +$1.24K +4 +0.4%
BFAG
1187
Blackston Financial Advisory Group
Florida
$304K +$3.09K +10 +1%
VCM
1188
Versant Capital Management
Arizona
$303K +$27.5K +89 +10%
DCM
1189
Donaldson Capital Management
Indiana
$302K -$37.7K -122 -11%
ACI
1190
Alpha Cubed Investments
California
$301K -$65K -210 -17%
JCM
1191
Jacobi Capital Management
Pennsylvania
$300K +$13.9K +45 +5%
UCB
1192
United Community Bank
South Carolina
$300K -$6.19K -20 -2%
PGWM
1193
Pitti Group Wealth Management
New York
$300K +$16.1K +52 +6%
EWM
1194
Endowment Wealth Management
Wisconsin
$299K +$928 +3 +0.3%
HC
1195
Hendley & Co
Ohio
$298K
W
1196
Wealthquest
Ohio
$297K
CAG
1197
Csenge Advisory Group
Florida
$297K +$23.5K +76 +8%
AMCA
1198
Arthur M. Cohen & Associates
Illinois
$296K +$44.9K +145 +17%
SAM
1199
Strategy Asset Managers
California
$295K +$14.5K +47 +4%
SMA
1200
Sage Mountain Advisors
Georgia
$293K -$92.2K -298 -23%

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.