We are live on ! Find out more
SHW icon

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
CFP
1276
Catalyst Financial Partners
Massachusetts
$241K +$29.1K +94 +13%
AFT
1277
Alpha Family Trust
California
$240K
PWM
1278
Prentice Wealth Management
New York
$240K -$4.33K -14 -2%
CJ
1279
Caitlin John
Michigan
$240K
JJBC
1280
James J. Burns & Company
New York
$239K
TNB
1281
Thomasville National Bank
Georgia
$239K
FA
1282
Faithward Advisors
Pennsylvania
$237K -$8.66K -28 -3%
PCM
1283
Permanent Capital Management
Illinois
$236K +$213K +687 New
FZCM
1284
Flynn Zito Capital Management
New York
$236K
JWBC
1285
J.W. Burns & Co
New York
$235K
AWM
1286
Axxcess Wealth Management
California
$234K -$29.1K -94 -11%
CRI
1287
Colonial River Investments
Virginia
$234K
KWA
1288
Kingswood Wealth Advisors
California
$234K +$243K +784 New
WI
1289
WrapManager Inc
California
$234K -$8.35K -27 -3%
AWE
1290
Avidian Wealth Enterprises
Texas
$233K +$242K +781 New
WSFS
1291
Wilmington Savings Fund Society
Delaware
$228K +$30.9K +100 +15%
AUB
1292
Atlantic Union Bankshares
Virginia
$227K -$5.26K -17 -2%
ECM
1293
Evergreen Capital Management
Washington
$226K -$1.55K -5 -0.7%
CB
1294
Cadence Bank
Mississippi
$226K -$6.19K -20 -3%
CHP
1295
Cable Hill Partners
Oregon
$225K +$234K +755 New
TFGT
1296
TS Financial Group (TSFG)
Illinois
$225K
WFI
1297
West Family Investments
California
$224K
AIM
1298
Aspen Investment Management
Michigan
$224K
PHWM
1299
Pine Harbor Wealth Management
Maryland
$221K
Wolverine Trading
1300
Wolverine Trading
Illinois
$221K -$1.74M -5,634 -88%

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.