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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
IP
176
Interval Partners
New York
$41.2M +$19.6M +63,238 +85%
Comerica Bank
177
Comerica Bank
Texas
$40.8M -$700K -2,264 -2%
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$40.7M +$13.5M +43,588 +47%
AQR Capital Management
179
AQR Capital Management
Connecticut
$40.6M -$2.96M -9,583 -7%
Janney Montgomery Scott
180
Janney Montgomery Scott
Pennsylvania
$40.6M -$2.93M -9,472 -7%
Lord, Abbett & Co
181
Lord, Abbett & Co
New Jersey
$40.5M -$25.5M -82,270 -38%
EC
182
Eminence Capital
New York
$39.4M +$13.3M +42,876 +48%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$39M -$879K -2,842 -2%
Chevy Chase Trust
184
Chevy Chase Trust
Maryland
$38M -$945K -3,054 -2%
HNB
185
Huntington National Bank
Ohio
$38M +$13.8M +44,600 +54%
DDC
186
DF Dent & Co
Maryland
$37.7M -$1.87M -6,035 -5%
DB
187
Danske Bank
Denmark
$37.6M -$6.32M -20,442 -14%
SEI Investments
188
SEI Investments
Pennsylvania
$37.1M -$4.23M -13,675 -10%
RJFSA
189
Raymond James Financial Services Advisors
Florida
$36.3M -$1.01M -3,276 -3%
CAG
190
Crestwood Advisors Group
Massachusetts
$35.9M -$4.59M -14,827 -11%
Asset Management One
191
Asset Management One
Japan
$35.8M -$3.03M -9,788 -8%
Toronto Dominion Bank
192
Toronto Dominion Bank
Ontario, Canada
$35.6M -$8.07M -26,092 -18%
Calamos Advisors
193
Calamos Advisors
Illinois
$35.1M -$948K -3,065 -3%
BFEC
194
Benjamin F. Edwards & Company
Missouri
$34.7M +$437K +1,411 +1%
Aberdeen Group
195
Aberdeen Group
United Kingdom
$34.6M -$1.68M -5,427 -4%
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$34.5M -$863K -2,789 -2%
Wealth Enhancement Advisory Services
197
Wealth Enhancement Advisory Services
Minnesota
$34.4M +$17.7M +57,120 +98%
CS
198
Candriam SCA
Luxembourg
$33.9M +$13.5M +43,629 +62%
EAM
199
Erste Asset Management
Austria
$33.7M -$576K -1,862 -2%
Teacher Retirement System of Texas
200
Teacher Retirement System of Texas
Texas
$33.6M -$1.32M -4,272 -4%

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.