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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
OA
1326
Oxbow Advisors
Texas
$206K +$9.28K +30 +5%
MA
1327
Mutual Advisors
Nebraska
$206K -$337K -1,089 -65%
FNT
1328
First National Trust
Pennsylvania
$205K -$10.2K -33 -5%
MCM
1329
Manchester Capital Management
Vermont
$205K -$5.26K -17 -2%
CNBT
1330
Canandaigua National Bank & Trust
New York
$203K
MYLI
1331
Meiji Yasuda Life Insurance
Japan
$201K -$767K -2,480 -79%
DFCM
1332
Dark Forest Capital Management
Puerto Rico
$201K -$166K -537 -44%
CPA
1333
Court Place Advisors
Maryland
$201K
HWMG
1334
Hurlow Wealth Management Group
Indiana
$201K -$619 -2 -0.3%
CH
1335
Cromwell Holdings
Wyoming
$199K +$206K +666 New
Bank Julius Baer & Co
1336
Bank Julius Baer & Co
Switzerland
$191K -$19.5K -63 -10%
TCPG
1337
Trivant Custom Portfolio Group
California
$183K
TCOV
1338
Trust Company of Vermont
Vermont
$181K +$21.3K +69 +13%
EWM
1339
Evermay Wealth Management
Virginia
$180K
CNB
1340
Camden National Bank
Maine
$180K
DMBA
1341
Deseret Mutual Benefit Administrators
Utah
$175K
PFBT
1342
Parkside Financial Bank & Trust
Missouri
$174K +$14.2K +46 +9%
T
1343
TOBAM
France
$170K -$67.4K -218 -28%
POIA
1344
Pin Oak Investment Advisors
Texas
$168K
SOS
1345
Silver Oak Securities
Tennessee
$160K -$1.55K -5 -0.9%
AGWCA
1346
Annis Gardner Whiting Capital Advisors
Florida
$152K +$7.12K +23 +5%
SWM
1347
Sugarloaf Wealth Management
Georgia
$148K +$309 +1 +0.2%
BFP
1348
Briaud Financial Planning
Texas
$147K
CFGS
1349
Concourse Financial Group Securities
Alabama
$147K +$27.8K +90 +1%
CFO
1350
CVA Family Office
Colorado
$144K +$309 +1 +0.2%

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.