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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
LCWP
1226
Legacy Capital Wealth Partners
Arkansas
$381K -$80.6K -231 -19%
EWM
1227
EPG Wealth Management
Georgia
$381K +$349K +999 New
W
1228
Wealthquest
Ohio
$381K +$1.75K +5 +0.5%
EWM
1229
Endowment Wealth Management
Wisconsin
$380K -$2.09K -6 -0.6%
PWMG
1230
Prestige Wealth Management Group
New Jersey
$379K +$13.6K +39 +4%
LFAS
1231
Level Four Advisory Services
Texas
$379K +$368K +1,055 New
AMCA
1232
Arthur M. Cohen & Associates
Illinois
$378K
MPM
1233
MBB Public Markets
Illinois
$378K -$5.57M -15,952 -94%
BM
1234
Belfer Management
New York
$376K -$102K -292 -23%
NGA
1235
Naples Global Advisors
Florida
$373K
FBB
1236
Fulton Breakefield Broenniman
Maryland
$372K
UHC
1237
Union Heritage Capital
Michigan
$371K
PWM
1238
Prosperity Wealth Management
California
$370K +$339K +970 New
TIA
1239
Tiemann Investment Advisors
California
$369K -$27.2K -78 -7%
WIA
1240
World Investment Advisors
California
$368K -$279K -799 -45%
JWA
1241
JFS Wealth Advisors
Pennsylvania
$368K +$698 +2 +0.2%
KWM
1242
Kingsview Wealth Management
Oregon
$366K +$27.6K +79 +9%
PWG
1243
Portside Wealth Group
Utah
$362K +$13.6K +39 +4%
JJBC
1244
James J. Burns & Company
New York
$362K +$52.3K +150 +19%
BWP
1245
BSW Wealth Partners
Colorado
$360K +$41.5K +119 +14%
FMTC
1246
Farmers & Merchants Trust Company
California
$359K
FCP
1247
Fidelis Capital Partners
Florida
$358K +$19.9K +57 +6%
LSA
1248
Lion Street Advisors
Texas
$356K +$3.49K +10 +1%
AWM
1249
Aries Wealth Management
Maine
$356K
DWM
1250
Defined Wealth Management
Oregon
$355K +$7.68K +22 +2%

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.