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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
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$99.7M -$34K -110 -0%
Adage Capital Partners
102
Adage Capital Partners
Massachusetts
$99.6M +$8.57M +27,700 +9%
KeyBank National Association
103
KeyBank National Association
Ohio
$98.8M -$923K -2,983 -0.9%
New York State Common Retirement Fund
104
New York State Common Retirement Fund
New York
$98.7M -$2.42M -7,828 -2%
Mawer Investment Management
105
Mawer Investment Management
Alberta, Canada
$98.3M -$25.2M -81,342 -20%
RC
106
Rivulet Capital
New Jersey
$97M
Renaissance Technologies
107
Renaissance Technologies
New York
$96.7M +$29.3M +94,600 +41%
Marshall Wace
108
Marshall Wace
United Kingdom
$96.1M +$15.4M +49,842 +18%
CCM
109
Candlestick Capital Management
Connecticut
$96M +$34M +109,839 +52%
Macquarie Group
110
Macquarie Group
Australia
$95.7M -$1.62M -5,237 -2%
SSA
111
Schonfeld Strategic Advisors
New York
$92.5M +$45.3M +146,567 +90%
Alkeon Capital Management
112
Alkeon Capital Management
New York
$91.7M
WJWM
113
Williams Jones Wealth Management
New York
$91.4M +$3.69M +11,935 +4%
Empower Advisory Group
114
Empower Advisory Group
Colorado
$90.8M -$10.3M -33,228 -10%
APG Asset Management
115
APG Asset Management
Netherlands
$89.1M -$806K -2,605 -0.8%
BGCP
116
Bristol Gate Capital Partners
Ontario, Canada
$87M -$4.77M -15,421 -5%
Millennium Management
117
Millennium Management
New York
$85.4M -$159M -512,314 -64%
MBI
118
Montrusco Bolton Investments
Quebec, Canada
$81.9M +$3.88M +12,528 +5%
Mackenzie Financial
119
Mackenzie Financial
Ontario, Canada
$80.5M -$19.3M -62,286 -19%
RG
120
Rathbones Group
United Kingdom
$79.9M +$39.3K +127 +0%
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$78.3M -$29.4M -95,132 -27%
BFS
122
Bradley Foster & Sargent
Connecticut
$75.3M +$968K +3,129 +1%
Canada Life
123
Canada Life
Manitoba, Canada
$75.1M -$26.4M -85,310 -25%
ECM
124
ExodusPoint Capital Management
New York
$75.1M +$62.8M +203,023 +418%
Balyasny Asset Management
125
Balyasny Asset Management
Illinois
$73.9M -$60.8M -196,648 -44%

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.