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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.53B +$83.8M +270,738 +1%
BlackRock
2
BlackRock
New York
$5.07B +$258M +833,472 +5%
State Street
3
State Street
Massachusetts
$3.01B +$1.35M +4,352 +0%
Morgan Stanley
4
Morgan Stanley
New York
$2.22B +$611M +1,975,988 +36%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.64B -$177M -571,100 -9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.39B +$11.3M +36,594 +0.8%
AllianceBernstein
7
AllianceBernstein
Tennessee
$1.28B -$18.9M -60,939 -1%
Norges Bank
8
Norges Bank
Norway
$1.21B +$56M +180,966 +5%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$987M -$14.5M -46,992 -1%
ClearBridge Investments
10
ClearBridge Investments
New York
$810M -$8.85M -28,602 -1%
Parnassus Investments
11
Parnassus Investments
California
$741M -$14.2M -45,854 -2%
Capital International Investors
12
Capital International Investors
California
$720M +$34.3M +110,932 +5%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$695M -$68.9M -222,622 -9%
Northern Trust
14
Northern Trust
Illinois
$674M -$15.8M -51,207 -2%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$669M -$342M -1,104,368 -33%
Goldman Sachs
16
Goldman Sachs
New York
$649M -$73.4M -237,219 -10%
Capital Research Global Investors
17
Capital Research Global Investors
California
$591M -$25.9M -83,688 -4%
AIM
18
Alphinity Investment Management
Australia
$538M +$101M +327,413 +22%
UBS AM
19
UBS AM
Illinois
$531M +$132M +425,888 +31%
Bank of America
20
Bank of America
North Carolina
$504M +$174M +563,296 +50%
JP Morgan Chase
21
JP Morgan Chase
New York
$496M -$4.86M -15,722 -0.9%
Barclays
22
Barclays
United Kingdom
$479M +$29.4M +94,991 +6%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$473M -$14.2M -45,836 -3%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$455M +$73.6M +238,031 +19%
Legal & General Group
25
Legal & General Group
United Kingdom
$454M -$2.78M -8,995 -0.6%

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.