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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
Simplex Trading
1576
Simplex Trading
Illinois
-$927K -2,995 Closed
ADIM
1577
Alpha DNA Investment Management
Maryland
-$939K -2,704 Closed
OFS
1578
OneAscent Financial Services
Alabama
-$910K -2,619 Closed
BP
1579
BBR Partners
New York
-$868K -2,500 Closed
CM
1580
Capula Management
Cayman Islands
-$784K -2,257 Closed
CPBTD
1581
Central Pacific Bank - Trust Division
Hawaii
-$732K -2,164 Closed
BC
1582
Bridgefront Capital
Texas
-$735K -2,115 Closed
DTL
1583
Dynamic Technology Lab
Singapore
-$691K -1,990 Closed
MIA
1584
MainStreet Investment Advisors
Illinois
-$660K -1,901 Closed
MS
1585
Maven Securities
Jersey
-$581K -1,879 Closed
RCM
1586
Radnor Capital Management
Pennsylvania
-$630K -1,815 Closed
BWM
1587
BKM Wealth Management
Wisconsin
-$599K -1,726 Closed
TW
1588
Trajan Wealth
Arizona
-$583K -1,678 Closed
FRM
1589
Fox Run Management
Connecticut
-$541K -1,557 Closed
AI
1590
AdvisorShares Investments
Maryland
-$532K -1,532 Closed
ALAM
1591
Asahi Life Asset Management
Japan
-$521K -1,500 Closed
HF
1592
HRT Financial
New York
-$494K -1,425 Closed
OCBCO
1593
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$482K -1,389 Closed
DWA
1594
Delap Wealth Advisory
Oregon
-$445K -1,280 Closed
PCA
1595
Prosperity Capital Advisors
Ohio
-$432K -1,246 Closed
VI
1596
Versor Investments
New York
-$417K -1,200 Closed
DFG
1597
Delta Financial Group
New Jersey
-$416K -1,198 Closed
SRL
1598
Scientech Research LLC
New Jersey
-$408K -1,176 Closed
PAM
1599
Paradigm Asset Management
New York
-$399K -1,150 Closed
EWM
1600
Executive Wealth Management
Michigan
-$377K -1,114 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.