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Sherwin-Williams
SHW

1,582 hedge funds and large institutions have $68.5B invested in Sherwin-Williams in 2024 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 509 increasing their positions, 636 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 89

8% more capital invested

Capital invested by funds: $63.5B → $68.5B (+$4.92B)

5% more funds holding

Funds holding: 1,510 → 1,582 (+72)

2.01% less ownership

Funds ownership: 79.73% → 77.71% (-2%)

13% less funds holding in top 10

Funds holding in top 10: 53 → 46 (-7)

20% less repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 636

39% less call options, than puts

Call options by funds: $282M | Put options by funds: $465M

Holders
1,582
Holders Change
+72
Holders Change %
+4.77%
% of All Funds
22.79%
Holding in Top 10
46
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.21%
% of All Funds
0.66%
New
177
Increased
509
Reduced
636
Closed
89
Calls
$282M
Puts
$465M
Net Calls
-$182M
Net Calls Change
-$357M

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$181M
2
Millennium Management
Millennium Management
New York
+$164M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$147M
4
Two Sigma Investments
Two Sigma Investments
New York
+$142M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$116M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.73B
2
Capital World Investors
Capital World Investors
California
-$421M
3
MG
Meritage Group
California
-$354M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$302M
5
Ameriprise
Ameriprise
Minnesota
-$171M
Name Holding Trade Value Shares
Change 		Change in
Stake
FSWA
1576
Financial Synergies Wealth Advisors
Texas
$1.04K +$956 +3 New
TCM
1577
TD Capital Management
Tennessee
$1.04K +$956 +3 New
CAM
1578
ClariVest Asset Management
California
$1.04K – – –
CMP
1579
Coston McIsaac & Partners
Maine
$1K – – –
MSG
1580
Main Street Group
Virginia
$676 – – –
SWA
1581
SOA Wealth Advisors
New York
$355 – – –
DWM
1582
Dogwood Wealth Management
Kansas
$10 – – –
MG
1583
Meritage Group
California
– -$354M -1,133,391 Closed
QC
1584
Quadrature Capital
United Kingdom
– -$21.5M -68,966 Closed
BFA
1585
Brendel Financial Advisors
New Hampshire
– -$13.8M -44,355 Closed
CC
1586
Cartenna Capital
Connecticut
– -$10.9M -35,000 Closed
GBWM
1587
Granite Bay Wealth Management
New Hampshire
– -$4.97M -18,477 Closed
SHFA
1588
SS&H Financial Advisors
Michigan
– -$5.43M -17,421 Closed
WMSA
1589
Weiss Multi-Strategy Advisers
New York
– -$4.48M -14,364 Closed
WG
1590
Winton Group
United Kingdom
– -$3.25M -10,414 Closed
CC
1591
Covalis Capital
United Kingdom
– -$2.56M -8,219 Closed
BFM
1592
Boothbay Fund Management
New York
– -$2.37M -7,611 Closed
FI
1593
FJ Investments
Utah
– -$1.9M -6,092 Closed
GS
1594
GTS Securities
New York
– -$1.83M -5,747 Closed
QCM
1595
Qsemble Capital Management
New York
– -$1.74M -5,568 Closed
LW
1596
Linscomb Wealth
Texas
– -$1.25M -4,000 Closed
SEC
1597
Seven Eight Capital
New York
– -$1.24M -3,974 Closed
ACMA
1598
Arbor Capital Management (Alaska)
Alaska
– -$1.15M -3,883 Closed
MCM
1599
Moore Capital Management
New York
– -$1.18M -3,789 Closed
PP
1600
Paloma Partners
Connecticut
– -$1.07M -3,445 Closed
62 63
64
65 66

SHW Hedge Fund Activity: Q1 2024 in Review

1,582 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q1 2024, worth a combined $68.5B — up 7.7% from $63.5B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new SHW positions and 89 closed out — a net gain of 88 holders — while 509 added to existing stakes and 636 trimmed.

The largest buyer was Franklin Resources, adding an estimated $181M. The largest seller was Morgan Stanley, cutting an estimated $1.73B.

  • 1,582 institutional investors held Sherwin-Williams (SHW) as of Q1 2024, up from 1,510 in Q4 2023.
  • Funds reported $68.5B of Sherwin-Williams stock for Q1 2024, up 7.7% quarter-over-quarter.
  • 177 funds opened new Sherwin-Williams positions in Q1 2024 and 89 closed out, a net change of +88 holders.
  • The largest Sherwin-Williams buyer in Q1 2024 was Franklin Resources, an estimated $181M added.
  • The largest Sherwin-Williams seller in Q1 2024 was Morgan Stanley, an estimated $1.73B sold.

Based on aggregated 13F filings for Q1 2024.