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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
FHC
1276
First Heartland Consultants
Missouri
$339K +$55.1K +158 +22%
THCM
1277
Taylor Hoffman Capital Management
Virginia
$338K +$329K +943 New
SWG
1278
Summit Wealth Group
Vermont
$337K -$1.75K -5 -0.6%
ESB
1279
Essex Savings Bank
Connecticut
$336K +$10.1K +29 +3%
MLA
1280
My Legacy Advisors
Oregon
$335K -$129K -371 -30%
APIM
1281
Agate Pass Investment Management
Washington
$335K
MA
1282
MONECO Advisors
Connecticut
$334K +$20.9K +60 +7%
HCM
1283
Howland Capital Management
Massachusetts
$334K +$14.3K +41 +5%
WA
1284
Waterford Advisors
New York
$333K
MFC
1285
Mechanics Financial Corp
Ohio
$332K
IA
1286
Inspire Advisors
Idaho
$330K -$9.07K -26 -3%
CWG
1287
Cornerstone Wealth Group
North Carolina
$330K +$698 +2 +0.2%
WAG
1288
Wallace Advisory Group
California
$330K
ICP
1289
Interchange Capital Partners
Pennsylvania
$327K -$698 -2 -0.2%
MCWS
1290
McKinley Carter Wealth Services
West Virginia
$324K
RWM
1291
Rockline Wealth Management
New York
$324K
SIC
1292
SJS Investment Consulting
Ohio
$323K -$349 -1 -0.1%
VDI
1293
Vaughan David Investments
Illinois
$323K
BA
1294
Bridgewater Associates
Connecticut
$323K -$6.16M -17,645 -95%
TWA
1295
Tandem Wealth Advisors
Arizona
$321K -$1.75K -5 -0.6%
NCFG
1296
New Century Financial Group
New Jersey
$318K -$18.5K -53 -6%
SWM
1297
Stockman Wealth Management
Montana
$315K -$698 -2 -0.2%
FBT
1298
First Bankers Trust
Kentucky
$314K -$27.2K -78 -9%
LP
1299
LMR Partners
United Kingdom
$314K +$287K +823 New
NCTC
1300
New Covenant Trust Company
Indiana
$309K -$1.05K -3 -0.4%

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.