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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
PHWM
1326
Pine Harbor Wealth Management
Maryland
$283K
CAS
1327
CTC Alternative Strategies
Illinois
$282K +$258K +740 New
SB
1328
Simmons Bank
Arkansas
$281K +$11.9K +34 +5%
SC
1329
Schulhoff & Co
Ohio
$281K -$61.1K -175 -19%
ASG
1330
Ariston Services Group
California
$281K
FG
1331
Fiduciary Group
Georgia
$278K
BB
1332
Burford Brothers
Texas
$277K
QC
1333
Quent Capital
New York
$277K +$88.6K +254 +54%
BFA
1334
Beacon Financial Advisory
Ohio
$276K +$3.14K +9 +1%
AC
1335
Armistice Capital
New York
$276K +$252K +723 New
CM
1336
Capula Management
Cayman Islands
$275K +$252K +721 New
KCM
1337
Kornitzer Capital Management
Kansas
$275K +$10.1K +29 +4%
CCA
1338
Childress Capital Advisors
Texas
$275K +$251K +720 New
WFA
1339
Wellspring Financial Advisors
Ohio
$275K +$251K +719 New
DA
1340
Detalus Advisors
Missouri
$273K
VCA
1341
Verdence Capital Advisors
Maryland
$273K
EIG
1342
Ellenbecker Investment Group
Wisconsin
$273K
AUB
1343
Atlantic Union Bankshares
Virginia
$272K -$17.1K -49 -6%
OWA
1344
Opal Wealth Advisors
New York
$271K +$4.19K +12 +2%
WG
1345
Winton Group
United Kingdom
$270K -$126K -360 -34%
MCWA
1346
Meadow Creek Wealth Advisors
Georgia
$270K
GC
1347
Gilbert & Cook
Iowa
$269K +$246K +705 New
JC
1348
Jacobs & Co
California
$269K
TSWM
1349
Tyler-Stone Wealth Management
Ohio
$269K +$130K +373 +113%
AA
1350
Alta Advisers
United Kingdom
$267K

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.