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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
TRIA
1601
Trail Ridge Investment Advisors
Colorado
-$381K -1,098 Closed
MFS
1602
Mirabella Financial Services
United Kingdom
-$376K -1,082 Closed
GWA
1603
Gibson Wealth Advisors
Texas
-$347K -1,000 Closed
BL
1604
Balentine LLC
Georgia
-$347K -999 Closed
RFM
1605
Royal Fund Management
Florida
-$318K -915 Closed
ZIM
1606
Zacks Investment Management
Illinois
-$309K -889 Closed
HKIM
1607
Hayek Kallen Investment Management
Alabama
-$305K -878 Closed
CCA
1608
Childress Capital Advisors
Texas
-$303K -872 Closed
CC
1609
Corton Capital
Ontario, Canada
-$295K -848 Closed
PAS
1610
Point72 Asia (Singapore)
Singapore
-$293K -843 Closed
TWM
1611
Tradition Wealth Management
Minnesota
-$284K -818 Closed
MTC
1612
McDaniel Terry & Co
Texas
-$279K -804 Closed
BI
1613
Bramshill Investments
Florida
-$278K -800 Closed
DLA
1614
Douglas Lane & Associates
New York
-$276K -795 Closed
CCWM
1615
Correct Capital Wealth Management
Missouri
-$270K -778 Closed
TAM
1616
Tocqueville Asset Management
New York
-$254K -732 Closed
PWLP
1617
Prio Wealth Limited Partnership
Massachusetts
-$254K -731 Closed
GC
1618
Gilbert & Cook
Iowa
-$251K -724 Closed
CP
1619
Covenant Partners
Tennessee
-$245K -704 Closed
LJAC
1620
L.J. Altfest & Co
New York
-$242K -698 Closed
GF
1621
Gries Financial
Ohio
-$242K -696 Closed
CMBA
1622
C.M. Bidwell & Associates
Hawaii
-$234K -674 Closed
FIM
1623
Freedom Investment Management
Connecticut
-$231K -665 Closed
ZAM
1624
Zevin Asset Management
Massachusetts
-$230K -663 Closed
WC
1625
Whitney & Co
New York
-$229K -660 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.