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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
BHPW
1401
Beverly Hills Private Wealth
California
$231K +$211K +605 New
EWM
1402
Evermay Wealth Management
Virginia
$231K
CNB
1403
Camden National Bank
Maine
$230K
RBFC
1404
Roman Butler Fullerton & Co
Missouri
$230K +$207K +592 New
FA
1405
Financial Advisors
Massachusetts
$229K +$209K +600 New
VFPW
1406
Vantage Financial Partners (Wisconsin)
Wisconsin
$229K +$209K +600 New
PTC
1407
Philadelphia Trust Company
Pennsylvania
$229K +$209K +600 New
GWAM
1408
Guardian Wealth Advisors (Minnesota)
Minnesota
$228K +$209K +598 New
KIM
1409
Kestra Investment Management
Texas
$227K +$208K +595 New
DIP
1410
Davis Investment Partners
North Carolina
$227K +$209K +600 New
OPPS
1411
Obsidian Personal Planning Solutions
Maryland
$226K +$220K +631 New
RB
1412
Renasant Bank
Mississippi
$226K -$43.6K -125 -17%
G
1413
GenTrust
Florida
$226K +$207K +592 New
FZCM
1414
Flynn Zito Capital Management
New York
$225K -$69.8K -200 -25%
KMWM
1415
Keudell/Morrison Wealth Management
Oregon
$224K +$205K +586 New
GFP
1416
Gryphon Financial Partners
Ohio
$223K +$203K +583 New
WI
1417
Wedgewood Investors
Pennsylvania
$223K +$203K +583 New
SCP
1418
Sivia Capital Partners
California
$221K +$202K +580 New
KAS
1419
KPP Advisory Services
Kentucky
$218K +$200K +572 New
MIA
1420
MainStreet Investment Advisors
Illinois
$218K +$199K +570 New
SAI
1421
Savvy Advisors Inc
New York
$217K +$198K +568 New
GA
1422
Goldstein Advisors
Wisconsin
$216K +$198K +566 New
1SB
1423
1ST Source Bank
Indiana
$215K +$197K +564 New
POIA
1424
Pin Oak Investment Advisors
Texas
$215K
SWM
1425
Sugarloaf Wealth Management
Georgia
$214K +$22.7K +65 +13%

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.