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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
UFF
1301
USA Financial Formulas
Michigan
$308K -$24.1K -69 -8%
CIG
1302
Cullen Investment Group
Louisiana
$308K -$2.79K -8 -1%
AFT
1303
Alpha Family Trust
California
$307K
PWM
1304
Prentice Wealth Management
New York
$306K
FL
1305
Fort LP
Maryland
$306K +$280K +803 New
TNB
1306
Thomasville National Bank
Georgia
$305K
ECM
1307
Evergreen Capital Management
Washington
$305K +$14.3K +41 +5%
FA
1308
Faithward Advisors
Pennsylvania
$303K
TFGT
1309
TS Financial Group (TSFG)
Illinois
$303K +$14.3K +41 +5%
JWBC
1310
J.W. Burns & Co
New York
$301K
BCM
1311
Becker Capital Management
Oregon
$300K -$13.3K -38 -5%
CRI
1312
Colonial River Investments
Virginia
$300K
PGWM
1313
Pitti Group Wealth Management
New York
$300K
SAG
1314
SageView Advisory Group
California
$297K +$272K +778 New
CFP
1315
Catalyst Financial Partners
Massachusetts
$297K -$10.5K -30 -4%
MAM
1316
Marquette Asset Management
Minnesota
$296K +$270K +775 New
FNWA
1317
Financial Network Wealth Advisors
Utah
$296K -$45.7K -131 -14%
WAP
1318
Wealthcare Advisory Partners
Pennsylvania
$293K -$52.3K -150 -16%
WFI
1319
West Family Investments
California
$291K +$3.49K +10 +1%
CHP
1320
Cable Hill Partners
Oregon
$288K
FFBTD
1321
First Financial Bank - Trust Division
Ohio
$288K +$263K +754 New
ABWM
1322
Alpine Bank Wealth Management
Colorado
$286K +$262K +750 New
AIM
1323
Aspen Investment Management
Michigan
$286K
FOA
1324
Five Oceans Advisors
California
$284K -$25.1K -72 -9%
MS
1325
Maven Securities
Jersey
$284K +$260K +744 New

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.