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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
OSNBOA
1476
Old Second National Bank of Aurora
Illinois
$8.95K +$9.28K +30 New
BL
1477
BFSG LLC
California
$8.36K
IHWM
1478
Iron Horse Wealth Management
Iowa
$8.36K
RF
1479
Robinswood Financial
Washington
$8.06K
AW
1480
Avion Wealth
Texas
$8K
HDIM
1481
Hanson & Doremus Investment Management
Vermont
$8K
HC
1482
Hoese & Co
Minnesota
$7.9K
CTWM
1483
Cherry Tree Wealth Management
Minnesota
$7.76K
JWM
1484
Janiczek Wealth Management
Colorado
$6.57K
TFM
1485
TFC Financial Management
Massachusetts
$6.28K -$309 -1 -5%
CWM
1486
Cedar Wealth Management
California
$6.27K -$2.78K -9 -30%
BLC
1487
Brown, Lisle/Cummings
Rhode Island
$6.27K
HWM
1488
HighMark Wealth Management
Minnesota
$6.27K
SIS
1489
Strategic Investment Solutions
Illinois
$5.5K +$2.78K +9 New
IWA
1490
IBEX Wealth Advisors
New Jersey
$5.45K +$5.57K +18 New
GFPC
1491
Global Financial Private Client
Florida
$5.37K
RFG
1492
REAP Financial Group
Texas
$5.11K
DPW
1493
DiNuzzo Private Wealth
Pennsylvania
$5.07K +$309 +1 +6%
CCA
1494
Criterion Capital Advisors
Tennessee
$4.78K
MFT
1495
Moisand Fitzgerald Tamayo
Florida
$4.48K
PA
1496
Pineridge Advisors
Missouri
$4.48K +$4.64K +15 New
FFA
1497
Frazier Financial Advisors
Ohio
$4.18K
PMFA
1498
Plante Moran Financial Advisors
Michigan
$3.88K +$4.02K +13 New
DF
1499
Dunhill Financial
United Kingdom
$3.7K -$2.17K -7 -37%
WAS
1500
Winch Advisory Services
Wisconsin
$3.66K

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.