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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
PTC
1651
Philadelphia Trust Company
Pennsylvania
-$208K -600 Closed
VCAM
1652
Van Cleef Asset Management
Ohio
-$208K -600 Closed
VFPW
1653
Vantage Financial Partners (Wisconsin)
Wisconsin
-$208K -600 Closed
GWAM
1654
Guardian Wealth Advisors (Minnesota)
Minnesota
-$208K -598 Closed
WB
1655
West Bancorporation
Iowa
-$208K -598 Closed
BSHC
1656
Breed's Hill Capital
Massachusetts
-$207K -595 Closed
WP
1657
WealthPLAN Partners
Nebraska
-$205K -591 Closed
JDR
1658
Jay D. Rosenbaum
-$204K -587 Closed
TWP
1659
Tyche Wealth Partners
Texas
-$201K -579 Closed
KAS
1660
KPP Advisory Services
Kentucky
-$201K -578 Closed
VA
1661
Verdad Advisers
Massachusetts
-$197K -568 Closed
CA
1662
CoreCap Advisors
Michigan
-$145K -418 Closed
BSC
1663
Brown Shipley & Co
United Kingdom
-$118K -348 Closed
HA
1664
Homestead Advisers
Virginia
-$107K -309 Closed
BCP
1665
Blue Chip Partners
Michigan
-$103K -296 Closed
CWAF
1666
Core Wealth Advisors (Florida)
Florida
-$69.1K -199 Closed
SOW
1667
State of Wyoming
Wyoming
-$68.1K -196 Closed
NIC
1668
Northwest Investment Counselors
Oregon
-$47.2K -136 Closed
FIM
1669
Fernwood Investment Management
Massachusetts
-$46.5K -134 Closed
GKWIM
1670
Gerber Kawasaki Wealth & Investment Management
California
-$40.5K -116 Closed
NFSG
1671
Newbridge Financial Services Group
Florida
-$24.3K -70 Closed
NC
1672
NewSquare Capital
Pennsylvania
-$24.3K -70 Closed
MAM
1673
MMA Asset Management
Pennsylvania
-$23.2K -67 Closed
First Manhattan
1674
First Manhattan
New York
-$19.8K -57 Closed
PSB
1675
Piscataqua Savings Bank
New Hampshire
-$17.4K -50 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.