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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
NGA
1201
Naples Global Advisors
Florida
$292K
FBB
1202
Fulton Breakefield Broenniman
Maryland
$291K
EFS
1203
Essex Financial Services
Connecticut
$291K -$619K -2,001 -70%
AT
1204
Arden Trust
Delaware
$290K -$4.95K -16 -2%
UHC
1205
Union Heritage Capital
Michigan
$290K
CFD
1206
Creative Financial Designs
Indiana
$290K +$157K +507 +109%
QWP
1207
Quotient Wealth Partners
Texas
$289K +$299K +968 New
PPWP
1208
Premier Path Wealth Partners
New Jersey
$289K -$7.42K -24 -2%
JWA
1209
JFS Wealth Advisors
Pennsylvania
$287K -$11.1K -36 -4%
TCBWMS
1210
Texas Capital Bank Wealth Management Services
Texas
$287K +$297K +961 New
PWMG
1211
Prestige Wealth Management Group
New Jersey
$284K -$42.4K -137 -13%
PCA
1212
Peddock Capital Advisors
Massachusetts
$282K
CIA
1213
Choate Investment Advisors
Massachusetts
$281K +$15.8K +51 +6%
FMTC
1214
Farmers & Merchants Trust Company
California
$281K -$2.78K -9 -0.9%
ACGA
1215
Atlanta Consulting Group Advisors
Georgia
$279K -$6.19K -20 -2%
CWS
1216
Confluence Wealth Services
Pennsylvania
$279K +$101K +328 +54%
THWM
1217
Taylor Hoffman Wealth Management
Virginia
$279K +$53.2K +172 +22%
AWM
1218
Aries Wealth Management
Maine
$278K
JWCA
1219
J.W. Cole Advisors
Florida
$278K +$41.1K +133 +17%
XT
1220
XTX Topco
Cayman Islands
$278K +$288K +930 New
AC
1221
Asio Capital
Kentucky
$276K -$1.55K -5 -0.5%
TPI
1222
Trust Point Inc
Wisconsin
$275K -$73.3K -237 -20%
LSA
1223
Lion Street Advisors
Texas
$275K +$619 +2 +0.2%
OIS
1224
Okabena Investment Services
Minnesota
$275K
WAP
1225
Wealthcare Advisory Partners
Pennsylvania
$274K +$78K +252 +38%

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.