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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
AG
1626
AlTi Global
New York
-$226K -651 Closed
CHAM
1627
Clear Harbor Asset Management
Connecticut
-$226K -651 Closed
LS
1628
Leelyn Smith
Illinois
-$225K -648 Closed
FCM
1629
Fourpath Capital Management
Oklahoma
-$225K -647 Closed
VV
1630
Verity & Verity
South Carolina
-$224K -645 Closed
AFA
1631
AA Financial Advisors
Ohio
-$224K -644 Closed
VC
1632
Veracity Capital
Georgia
-$224K -644 Closed
IIA
1633
Integral Investment Advisors
California
-$221K -636 Closed
WFA
1634
WMG Financial Advisors
Tennessee
-$220K -632 Closed
NRS
1635
Neville Rodie & Shaw
New York
-$218K -630 Closed
JWWM
1636
Johnson & White Wealth Management
Pennsylvania
-$218K -628 Closed
FFBTD
1637
First Financial Bank - Trust Division
Ohio
-$216K -622 Closed
BFG
1638
Bouchey Financial Group
New York
-$216K -621 Closed
IC
1639
Inscription Capital
Texas
-$216K -621 Closed
MME
1640
Meag Munich Ergo
Germany
-$216K -621 Closed
RPWA
1641
Regent Peak Wealth Advisors
Georgia
-$215K -618 Closed
UW
1642
Unique Wealth
Florida
-$214K -616 Closed
UFA
1643
US Financial Advisors
Massachusetts
-$214K -615 Closed
WCA
1644
Waypoint Capital Advisors
Minnesota
-$214K -615 Closed
FFP
1645
FourThought Financial Partners
Florida
-$212K -611 Closed
OL
1646
OneFund LLC
Florida
-$205K -606 Closed
HL
1647
HeadInvest LLC
Maine
-$209K -603 Closed
MWA
1648
Meridian Wealth Advisors
Texas
-$209K -603 Closed
BHPW
1649
Beverly Hills Private Wealth
California
-$208K -600 Closed
FA
1650
Financial Advisors
Massachusetts
-$208K -600 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.