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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
MFC
1251
Mechanics Financial Corp
Ohio
$260K
WSCM
1252
Wellington Shields Capital Management
New York
$260K
JSW
1253
Journey Strategic Wealth
New Jersey
$258K +$268K +865 New
CWG
1254
Cornerstone Wealth Group
North Carolina
$257K +$267K +862 New
FA
1255
Fiducient Advisors
Illinois
$257K +$619 +2 +0.2%
LWM
1256
LongView Wealth Management
Georgia
$257K
ETIA
1257
Epic Trust Investment Advisors
Washington
$257K +$12.7K +41 +5%
ICP
1258
Interchange Capital Partners
Pennsylvania
$256K +$265K +857 New
LC
1259
Lindbrook Capital
California
$255K +$619 +2 +0.2%
ESB
1260
Essex Savings Bank
Connecticut
$254K -$15.2K -49 -5%
MCWS
1261
McKinley Carter Wealth Services
West Virginia
$254K -$11.8K -38 -4%
RWM
1262
Rockline Wealth Management
New York
$254K
CF
1263
Copperwynd Financial
Arizona
$253K +$15.8K +51 +8%
SIC
1264
SJS Investment Consulting
Ohio
$253K -$619 -2 -0.2%
TWA
1265
Tandem Wealth Advisors
Arizona
$252K
VDI
1266
Vaughan David Investments
Illinois
$252K
HCM
1267
Howland Capital Management
Massachusetts
$249K
SWM
1268
Spire Wealth Management
Virginia
$248K -$385K -1,246 -60%
SWM
1269
Stockman Wealth Management
Montana
$247K
BCM
1270
Becker Capital Management
Oregon
$246K +$23.2K +75 +10%
BWP
1271
BSW Wealth Partners
Colorado
$246K -$26K -84 -9%
FOA
1272
Five Oceans Advisors
California
$244K -$97.5K -315 -28%
CIG
1273
Cullen Investment Group
Louisiana
$243K -$2.17K -7 -0.9%
MA
1274
MONECO Advisors
Connecticut
$243K +$39.9K +129 +19%
AC
1275
Allstate Corporation
Illinois
$243K +$23.2K +75 +10%

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.