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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
BCCM
1226
Bridge Creek Capital Management
Massachusetts
$273K
AT
1227
Arvest Trust
Oklahoma
$273K
BCV
1228
Banque Cantonale Vaudoise
Switzerland
$273K +$283K +914 New
HAIM
1229
Hunter Associates Investment Management
Pennsylvania
$272K
SC
1230
Schulhoff & Co
Ohio
$272K
PWG
1231
Portside Wealth Group
Utah
$272K -$1.55K -5 -0.5%
DWM
1232
Defined Wealth Management
Oregon
$271K +$1.24K +4 +0.4%
FNWA
1233
Financial Network Wealth Advisors
Utah
$271K +$26.9K +87 +11%
CAM
1234
Creekmur Asset Management
Illinois
$269K +$3.71K +12 +1%
CWG
1235
Crown Wealth Group
North Carolina
$269K +$6.81K +22 +2%
FBT
1236
First Bankers Trust
Kentucky
$269K -$204K -658 -42%
BCFD
1237
Boit C.F. David
$269K
AAG
1238
Armstrong Advisory Group
Massachusetts
$268K
LAM
1239
L2 Asset Management
Massachusetts
$268K +$22.9K +74 +9%
TBC
1240
Ted Buchan & Co
California
$267K
IA
1241
Inspire Advisors
Idaho
$266K -$56.6K -183 -17%
SWG
1242
Summit Wealth Group
Vermont
$265K +$274K +887 New
MIC
1243
Means Investment Company
Maine
$264K +$31.6K +102 +13%
NCFG
1244
New Century Financial Group
New Jersey
$264K +$39.9K +129 +17%
KWM
1245
Kingsview Wealth Management
Oregon
$263K -$23.8K -77 -8%
AIA
1246
Alera Investment Advisors
Illinois
$263K +$272K +880 New
APIM
1247
Agate Pass Investment Management
Washington
$262K
UFF
1248
USA Financial Formulas
Michigan
$262K -$31.2K -101 -10%
NCTC
1249
New Covenant Trust Company
Indiana
$261K -$7.12K -23 -3%
WA
1250
Waterford Advisors
New York
$261K -$37.1K -120 -12%

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.