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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
MFG
1376
Merit Financial Group
Georgia
$250K -$135K -388 -37%
PCA
1377
Prosperity Capital Advisors
Ohio
$249K +$228K +653 New
GF
1378
Gries Financial
Ohio
$249K +$228K +652 New
LS
1379
Leelyn Smith
Illinois
$247K +$226K +648 New
RPWA
1380
Regent Peak Wealth Advisors
Georgia
$244K +$223K +639 New
EFM
1381
E Fund Management
China
$244K +$223K +639 New
MGCM
1382
Mane Global Capital Management
New York
$244K -$36.8M -105,415 -99%
Bank Julius Baer & Co
1383
Bank Julius Baer & Co
Switzerland
$243K -$13.3K -38 -7%
PF
1384
Phoenix Financial
Israel
$241K +$221K +632 New
AWE
1385
Avidian Wealth Enterprises
Texas
$241K -$52K -149 -19%
SVWAG
1386
Sound View Wealth Advisors Group
Georgia
$241K +$220K +631 New
HL
1387
HeadInvest LLC
Maine
$240K +$220K +629 New
NRS
1388
Neville Rodie & Shaw
New York
$240K +$220K +630 New
BIP
1389
Blueprint Investment Partners
North Carolina
$240K +$219K +628 New
UW
1390
Unique Wealth
Florida
$239K +$218K +626 New
WFA
1391
WMG Financial Advisors
Tennessee
$238K +$218K +624 New
TCOV
1392
Trust Company of Vermont
Vermont
$238K +$5.93K +17 +3%
BFG
1393
Bouchey Financial Group
New York
$237K +$217K +621 New
CPW
1394
Crestmont Private Wealth
Texas
$235K +$215K +616 New
WB
1395
West Bancorporation
Iowa
$235K +$215K +616 New
AFC
1396
AFT Forsyth & Company
Florida
$235K -$26.2K -75 -11%
FIM
1397
Freedom Investment Management
Connecticut
$234K +$214K +613 New
TCM
1398
Tang Capital Management
California
$234K +$214K +612 New
Wolverine Trading
1399
Wolverine Trading
Illinois
$232K -$46.8K -134 -18%
OL
1400
OneFund LLC
Florida
$232K +$212K +608 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.