We are live on ! Find out more
SHW icon

Sherwin-Williams
SHW

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: 1,582 → 1,532 (-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: 46 → 38 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$611M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$278M
3
BlackRock
BlackRock
New York
+$258M
4
Vontobel Holding
Vontobel Holding
Switzerland
+$242M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
+$231M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$562M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$342M
3
SGA
Sustainable Growth Advisers
Connecticut
-$338M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$331M
5
DZ Bank
DZ Bank
Germany
-$245M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
1501
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.58K -$26K -84 -88%
AS
1502
Altshuler Shaham
Israel
$3.58K +$3.71K +12 New
WIM
1503
Westside Investment Management
California
$3.28K +$3.4K +11 New
NRG
1504
Nemes Rush Group
Michigan
$3.01K – – –
HBW
1505
Hazlett, Burt & Watson
West Virginia
$3K – – –
MIM
1506
Macroview Investment Management
Maryland
$2.98K -$7.42K -24 -71%
MFG
1507
Mendota Financial Group
Wisconsin
$2.98K – – –
OA
1508
Operose Advisors
Wisconsin
$2.98K – – –
WWP
1509
WR Wealth Planners
Missouri
$2.98K +$928 +3 +43%
ETS
1510
ESL Trust Services
New York
$2.98K +$3.09K +10 New
TAM
1511
Tucker Asset Management
Colorado
$2.69K -$1.86K -6 -40%
NSIM
1512
North Star Investment Management
Illinois
$2.69K – – –
TF
1513
Tompkins Financial
New York
$2.69K – – –
TWD
1514
True Wealth Design
Ohio
$2.69K – – –
RI
1515
Ridgewood Investments
New Jersey
$2.69K +$2.78K +9 New
TWP
1516
Triad Wealth Partners
Kansas
$2.69K +$2.78K +9 New
OCM
1517
Orion Capital Management
California
$2.39K – – –
FMTCOCP
1518
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
WWM
1519
Wolff Wiese Magana
California
$1.49K +$1.55K +5 New
NMG
1520
New Millennium Group
Utah
$1.49K +$1.55K +5 New
TCG
1521
Transcendent Capital Group
Oklahoma
$1.19K +$1.24K +4 New
CMP
1522
Coston McIsaac & Partners
Maine
$1K – – –
SFCL
1523
Strengthening Families & Communities LLC
Massachusetts
$1K +$619 +2 New
TCM
1524
TD Capital Management
Tennessee
$897 – – –
CFS
1525
CGC Financial Services
Oregon
$895 – – –
59 60
61
62 63

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.