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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
EW
1551
Evoke Wealth
California
-$6.31M -18,162 Closed
SGM
1552
Skye Global Management
Florida
-$5.84M -16,800 Closed
LNC
1553
Lincoln National Corp
Pennsylvania
-$5.76M -16,582 Closed
SAS
1554
SMI Advisory Services
Indiana
-$4.11M -12,273 Closed
PCM
1555
Pinnbrook Capital Management
New York
-$4.05M -11,665 Closed
MLICM
1556
Metropolitan Life Insurance Company (MetLife)
New York
-$3.3M -9,498 Closed
TF
1557
Trek Financial
Arizona
-$3.27M -9,423 Closed
SGAM
1558
Smith Group Asset Management
Texas
-$3.02M -8,698 Closed
LSA
1559
L & S Advisors
California
-$2.96M -8,512 Closed
PD
1560
Point72 (DIFC)
United Arab Emirates
-$2.04M -6,582 Closed
AIM
1561
Aigen Investment Management
New York
-$2.05M -5,895 Closed
CFM
1562
Coronation Fund Managers
South Africa
-$2.05M -5,892 Closed
KA
1563
Kintegral Advisory
New York
-$2.02M -5,819 Closed
AFA
1564
Abacus FCF Advisors
Florida
-$1.78M -5,117 Closed
TAM
1565
Tealwood Asset Management
Minnesota
-$1.71M -4,913 Closed
AA
1566
Altman Advisors
Illinois
-$1.66M -4,898 Closed
MC
1567
Maverick Capital
Texas
-$1.67M -4,820 Closed
SFMG
1568
Sage Financial Management Group
Virginia
-$1.63M -4,683 Closed
SCA
1569
Stillwater Capital Advisors
Pennsylvania
-$1.57M -4,530 Closed
HIIFS
1570
Harel Insurance Investments & Financial Services
Israel
-$1.51M -4,350 Closed
HCA
1571
Harbour Capital Advisors
Virginia
-$1.4M -4,180 Closed
BWM
1572
BCS Wealth Management
Tennessee
-$1.3M -3,739 Closed
IFU
1573
iSAM Funds (UK)
United Kingdom
-$1.26M -3,631 Closed
OWM
1574
OneAscent Wealth Management
Alabama
-$1.2M -3,458 Closed
LOAMS
1575
Lombard Odier Asset Management (Switzerland)
Switzerland
-$1.18M -3,409 Closed

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.