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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
SMC
1201
Smith, Moore & Co
Missouri
$410K
LWM
1202
Liberty Wealth Management
California
$407K -$15.7K -45 -4%
VVP
1203
Venture Visionary Partners
Ohio
$407K -$13.6K -39 -4%
LFG
1204
Larson Financial Group
Missouri
$406K +$237K +680 +177%
EWA
1205
Encompass Wealth Advisors
Oregon
$406K
FSA
1206
Franklin Street Advisors
North Carolina
$405K
SAM
1207
Strategy Asset Managers
California
$405K -$17.8K -51 -5%
PI
1208
PFG Investments
New York
$403K +$8.03K +23 +2%
PCM
1209
Penserra Capital Management
California
$403K -$9.42K -27 -2%
DCM
1210
Donaldson Capital Management
Indiana
$402K +$14.3K +41 +4%
IB
1211
Intrust Bank
Kansas
$402K -$33.2K -95 -8%
IAP
1212
Indie Asset Partners
Indiana
$400K -$88.6K -254 -20%
AA
1213
Addison Advisors
Vermont
$399K +$2.09K +6 +0.6%
NAS
1214
Nicolet Advisory Services
Wisconsin
$399K +$1.75K +5 +0.5%
CAG
1215
Csenge Advisory Group
Florida
$398K +$19.5K +56 +6%
CF
1216
Centaurus Financial
California
$398K -$61.4K -176 -14%
SAM
1217
Shell Asset Management
Netherlands
$398K +$364K +1,044 New
CT
1218
Colonial Trust
South Carolina
$395K +$1.05K +3 +0.3%
VCM
1219
Versant Capital Management
Arizona
$392K +$4.54K +13 +1%
FFG
1220
Fortem Financial Group
California
$390K -$1.64M -4,690 -82%
BFAG
1221
Blackston Financial Advisory Group
Florida
$388K
ACGA
1222
Atlanta Consulting Group Advisors
Georgia
$388K +$28.6K +82 +9%
PPWP
1223
Premier Path Wealth Partners
New Jersey
$383K +$12.9K +37 +4%
FWP
1224
FAS Wealth Partners
Kansas
$383K -$48.5K -139 -12%
HC
1225
Hendley & Co
Ohio
$382K

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.