Sherwin-Williams
SHW
1,360 hedge funds and large institutions have $52.6B invested in Sherwin-Williams in 2023 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 477 increasing their positions, 490 reducing their positions, and 74 closing their positions.
99% more first-time investments, than exits
New positions opened: 147 | Existing positions closed: 74
28% more funds holding in top 10
Funds holding in top 10: 32 → 41 (+9)
22% more call options, than puts
Call options by funds: $231M | Put options by funds: $189M
18% more capital invested
Capital invested by funds: $44.6B → $52.6B (+$7.94B)
5% more funds holding
Funds holding: 1,297 → 1,360 (+63)
0.15% less ownership
Funds ownership: 77.07% → 76.92% (-0.15%)
3% less repeat investments, than reductions
Existing positions increased: 477 | Existing positions reduced: 490
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$249M |
| 2 |
Holocene Advisors
New York
|
+$202M |
| 3 |
D.E. Shaw & Co
New York
|
+$153M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$151M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$149M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$628M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$396M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$361M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$142M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$136M |
SHW Hedge Fund Activity: Q2 2023 in Review
1,360 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q2 2023, worth a combined $52.6B — up 18% from $44.6B a quarter earlier.
Buyers outnumbered sellers: 147 funds opened new SHW positions and 74 closed out — a net gain of 73 holders — while 477 added to existing stakes and 490 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $249M. The largest seller was T. Rowe Price Associates, cutting an estimated $628M.
- 1,360 institutional investors held Sherwin-Williams (SHW) as of Q2 2023, up from 1,297 in Q1 2023.
- Funds reported $52.6B of Sherwin-Williams stock for Q2 2023, up 18% quarter-over-quarter.
- 147 funds opened new Sherwin-Williams positions in Q2 2023 and 74 closed out, a net change of +73 holders.
- The largest Sherwin-Williams buyer in Q2 2023 was Citadel Advisors, an estimated $249M added.
- The largest Sherwin-Williams seller in Q2 2023 was T. Rowe Price Associates, an estimated $628M sold.
Based on aggregated 13F filings for Q2 2023.