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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
BIA
1451
Bell Investment Advisors
California
$17.6K -$1.24K -4 -6%
SC
1452
Solstein Capital
California
$17.3K
EBA
1453
Eagle Bay Advisors
New York
$17K -$928 -3 -5%
DWS
1454
Dynamic Wealth Strategies
California
$17K
CFFP
1455
Center for Financial Planning
Michigan
$16.1K
PWMG
1456
Private Wealth Management Group
New Jersey
$16.1K
RWM
1457
Ruedi Wealth Management
Illinois
$15.9K +$1.24K +4 +8%
AFG
1458
Albion Financial Group
Utah
$15.2K
SNB
1459
Security National Bank
Nebraska
$14.9K
VAG
1460
VisionPoint Advisory Group
Texas
$14K +$12.1K +39 +488%
CHA
1461
Carmichael Hill & Associates
Maryland
$13.4K
BONH
1462
Bank of New Hampshire
New Hampshire
$13.4K -$13.9K -45 -50%
CT
1463
Clearstead Trust
Maine
$13.4K
FW
1464
Fairway Wealth
Ohio
$13.1K +$13.6K +44 New
TFF
1465
The Family Firm
Maryland
$12.8K +$13.3K +43 New
CSB
1466
City State Bank
Iowa
$12.5K
SR
1467
Syntax Research
Florida
$11.6K
AWM
1468
Atticus Wealth Management
Florida
$11.3K
VNA
1469
Valley National Advisers
Pennsylvania
$11K -$928 -3 -7%
VWA
1470
Valued Wealth Advisors
Utah
$10.7K +$3.09K +10 +38%
CWP
1471
Concord Wealth Partners
Virginia
$10.7K
GJWM
1472
Gilliland Jeter Wealth Management
Arkansas
$10.7K
CWA
1473
Carolina Wealth Advisors
South Carolina
$9.85K
WIA
1474
Wetzel Investment Advisors
Indiana
$9.72K -$25.1K -81 -74%
PCA
1475
Providence Capital Advisors
North Carolina
$8.95K

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.