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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
EDRH
1376
Edmond de Rothschild Holding
Switzerland
$87.1K -$112K -362 -55%
AT
1377
Arlington Trust
Alabama
$87.1K
TH
1378
TCTC Holdings
Texas
$81.1K +$309 +1 +0.4%
CWC
1379
Carolinas Wealth Consulting
North Carolina
$77K -$309 -1 -0.4%
KFI
1380
Key Financial Inc
Pennsylvania
$71.6K
CPG
1381
Cornerstone Planning Group
New Jersey
$70.3K -$4.64K -15 -7%
CSWM
1382
Cassady Schiller Wealth Management
Ohio
$68K
MWM
1383
Mascoma Wealth Management
New Hampshire
$67.1K +$69.6K +225 New
TFIPS
1384
Towarzystwo Funduszy Inwestycyjnych PZU SA
$66.5K
OC
1385
Oakworth Capital
Alabama
$64.5K
CCM
1386
Chilton Capital Management
Texas
$64.5K +$54.8K +177 +454%
DIP
1387
DT Investment Partners
Pennsylvania
$60.6K -$7.12K -23 -10%
ATC
1388
Adirondack Trust Company
New York
$60K -$619 -2 -1%
AIC
1389
Archer Investment Corporation
Indiana
$59.4K
Loomis, Sayles & Company
1390
Loomis, Sayles & Company
Massachusetts
$58K +$1.24K +4 +2%
IFAM
1391
Institutional & Family Asset Management
Colorado
$57.6K +$4.02K +13 +7%
AEPWM
1392
Atlantic Edge Private Wealth Management
Florida
$56.4K
MA
1393
MCF Advisors
Kentucky
$55.8K
CP
1394
Castleview Partners
Texas
$51.9K -$43.3K -140 -45%
DWA
1395
Dougherty Wealth Advisers
Minnesota
$50.4K
GBT
1396
Grove Bank & Trust
Florida
$50.4K
FMII
1397
Farmers & Merchants Investments Inc
Nebraska
$50.1K -$2.17K -7 -4%
C
1398
Covestor
United Kingdom
$49K +$309 +1 +0.6%
TC
1399
Tacita Capital
Ontario, Canada
$47.7K
RA
1400
Rational Advisors
New York
$46.9K -$2.48K -8 -5%

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.