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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
ASG
1301
Ariston Services Group
California
$219K -$928 -3 -0.4%
CIA
1302
Capital Investment Advisors
Georgia
$218K +$14.8K +48 +7%
FG
1303
Fiduciary Group
Georgia
$217K -$28.8K -93 -11%
SGI
1304
Summit Global Investments
Utah
$217K +$225K +726 New
BB
1305
Burford Brothers
Texas
$217K
VA
1306
Valmark Advisers
Ohio
$214K +$15.2K +49 +7%
RB
1307
Renasant Bank
Mississippi
$214K +$222K +718 New
BFA
1308
Beacon Financial Advisory
Ohio
$213K +$619 +2 +0.3%
DA
1309
Detalus Advisors
Missouri
$213K +$18.9K +61 +9%
EIG
1310
Ellenbecker Investment Group
Wisconsin
$213K
VCA
1311
Verdence Capital Advisors
Maryland
$213K +$2.17K +7 +1%
GIA
1312
Gateway Investment Advisers
Ohio
$213K -$12.4K -40 -5%
WEG
1313
World Equity Group
Illinois
$212K -$344K -1,111 -61%
MCWA
1314
Meadow Creek Wealth Advisors
Georgia
$211K -$3.09K -10 -1%
JC
1315
Jacobs & Co
California
$210K
SB
1316
Simmons Bank
Arkansas
$210K -$32.8K -106 -13%
AI
1317
Auour Investments
Massachusetts
$209K
AA
1318
Alta Advisers
United Kingdom
$209K
VSQM
1319
V-Square Quantitative Management
Illinois
$209K -$983K -3,176 -82%
OWA
1320
Opal Wealth Advisors
New York
$208K -$18.3K -59 -8%
MIM
1321
Meixler Investment Management
Arizona
$207K +$10.5K +34 +5%
LF
1322
Lee Financial
Texas
$207K +$215K +695 New
KCM
1323
Kornitzer Capital Management
Kansas
$206K +$214K +691 New
WC
1324
Waterloo Capital
Texas
$206K -$38.4K -124 -15%
AFC
1325
AFT Forsyth & Company
Florida
$206K

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.