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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
CIA
1351
Capital Investment Advisors
Georgia
$266K -$11.5K -33 -5%
CLOS
1352
Compagnie Lombard Odier SCmA
Switzerland
$266K +$244K +698 New
IC
1353
Iconiq Capital
California
$266K +$244K +698 New
SGA
1354
Sustainable Growth Advisers
Connecticut
$266K -$120K -344 -33%
CT
1355
ClearAlpha Technologies
Connecticut
$265K -$224K -641 -48%
GIA
1356
Gateway Investment Advisers
Ohio
$264K -$7.68K -22 -3%
AFA
1357
AA Financial Advisors
Ohio
$264K +$241K +692 New
LF
1358
Lee Financial
Texas
$263K -$1.75K -5 -0.7%
MIM
1359
Meixler Investment Management
Arizona
$263K -$2.09K -6 -0.9%
FNT
1360
First National Trust
Pennsylvania
$263K
WCA
1361
Waypoint Capital Advisors
Minnesota
$258K +$236K +677 New
BAM
1362
Belpointe Asset Management
Nevada
$258K +$236K +676 New
CPA
1363
Court Place Advisors
Maryland
$258K
HWMG
1364
Hurlow Wealth Management Group
Indiana
$257K
GS
1365
GTS Securities
New York
$256K -$724K -2,076 -76%
BFG
1366
Beacon Financial Group
Texas
$256K +$234K +670 New
CNBT
1367
Canandaigua National Bank & Trust
New York
$255K -$4.54K -13 -2%
CH
1368
Cromwell Holdings
Wyoming
$254K
AI
1369
Auour Investments
Massachusetts
$254K
OA
1370
Oxbow Advisors
Texas
$254K -$8.72K -25 -4%
ZAM
1371
Zevin Asset Management
Massachusetts
$253K +$231K +663 New
VA
1372
Valmark Advisers
Ohio
$252K -$19.9K -57 -8%
IIA
1373
Integral Investment Advisors
California
$252K +$230K +660 New
TF
1374
Tudor Financial
Ohio
$252K +$230K +660 New
WC
1375
Whitney & Co
New York
$252K +$230K +660 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.