Sherwin-Williams
1,510 hedge funds and large institutions have $63.5B invested in Sherwin-Williams in 2023 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 503 increasing their positions, 556 reducing their positions, and 95 closing their positions.
134% more first-time investments, than exits
New positions opened: 222 | Existing positions closed: 95
50% more call options, than puts
Call options by funds: $522M | Put options by funds: $348M
43% more funds holding in top 10
Funds holding in top 10: 37 → 53 (+16)
25% more capital invested
Capital invested by funds: $50.8B → $63.5B (+$12.7B)
8% more funds holding
Funds holding: 1,400 → 1,510 (+110)
2.33% more ownership
Funds ownership: 77.39% → 79.73% (+2.3%)
10% less repeat investments, than reductions
Existing positions increased: 503 | Existing positions reduced: 556
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.57B |
| 2 |
AIM
Alphinity Investment Management
Sydney,
Australia
|
+$373M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$345M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$289M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$143M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$407M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$380M |
| 3 |
JP Morgan Chase
New York
|
-$210M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$180M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$164M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1601
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$2.29K | -9 | Closed |
|
|
GJIA
1602
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| – | -$1.53K | -6 | Closed |
|
|
IPW
1603
Impact Partnership Wealth
Marietta,
Georgia
| – | -$1.27K | -5 | Closed |
|
|
CA
1604
Centerpoint Advisors
Needham,
Massachusetts
| – | -$1K | -4 | Closed |
|
|
FSWA
1605
Financial Synergies Wealth Advisors
Houston,
Texas
| – | -$766 | -3 | Closed |
|
|
SSG
1606
Summit Securities Group
New York
| – | +$269 | +1 | New |
|
SHW Hedge Fund Activity: Q4 2023 in Review
1,510 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q4 2023, worth a combined $63.5B — up 25% from $50.8B a quarter earlier.
Buyers outnumbered sellers: 222 funds opened new SHW positions and 95 closed out — a net gain of 127 holders — while 503 added to existing stakes and 556 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.57B. The largest seller was Janus Henderson Group, cutting an estimated $407M.
- 1,510 institutional investors held Sherwin-Williams (SHW) as of Q4 2023, up from 1,400 in Q3 2023.
- Funds reported $63.5B of Sherwin-Williams stock for Q4 2023, up 25% quarter-over-quarter.
- 222 funds opened new Sherwin-Williams positions in Q4 2023 and 95 closed out, a net change of +127 holders.
- The largest Sherwin-Williams buyer in Q4 2023 was Morgan Stanley, an estimated $1.57B added.
- The largest Sherwin-Williams seller in Q4 2023 was Janus Henderson Group, an estimated $407M sold.
Based on aggregated 13F filings for Q4 2023.