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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
QC
1351
Quent Capital
New York
$141K -$7.12K -23 -5%
HCP
1352
Hexagon Capital Partners
Arkansas
$138K -$1.24K -4 -0.9%
QL
1353
Quarry LP
New York
$135K +$114K +367 +437%
LJHT
1354
Laurie J. Hall Trustee
$128K
LS
1355
Livforsakringsbolaget Skandia
Sweden
$125K -$30.9K -100 -19%
WTA
1356
Washington Trust Advisors
Massachusetts
$122K +$21K +68 +20%
MHR
1357
Matthew Hamilton Rosenberg
$120K
CFM
1358
Catalyst Funds Management
Australia
$119K -$309K -1,000 -71%
SC
1359
Skylands Capital
Wisconsin
$119K -$15.5K -50 -11%
RAM
1360
Riggs Asset Management
Pennsylvania
$119K -$309 -1 -0.3%
LFG
1361
Larson Financial Group
Missouri
$115K -$415K -1,340 -78%
CYG
1362
Clean Yield Group
Vermont
$113K
WT
1363
Washington Trust
Rhode Island
$107K -$928 -3 -0.8%
PCMC
1364
Planning Capital Management Corporation
Pennsylvania
$104K -$12.1K -39 -10%
DFA
1365
DHJJ Financial Advisors
Illinois
$104K
RFA
1366
Register Financial Advisors
Georgia
$103K
RTC
1367
Riverview Trust Company
Washington
$103K
FCAS
1368
First Command Advisory Services
Texas
$101K
SFC
1369
Strategic Financial Concepts
Texas
$101K +$19.5M +62,937 New
TSWM
1370
Tyler-Stone Wealth Management
Ohio
$98.8K
PB
1371
Pinnacle Bancorp
Nebraska
$98.2K
PP
1372
Pacifica Partners
Canada
$96.6K +$3.09K +10 +3%
HNB
1373
Hilltop National Bank
Wyoming
$90.4K
DAM
1374
Delta Asset Management
Tennessee
$90.1K
WB
1375
Webster Bank
Connecticut
$89.5K

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.