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Sherwin-Williams

1,678 hedge funds and large institutions have $69.1B invested in Sherwin-Williams in 2024 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 609 increasing their positions, 584 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 150

29% more call options, than puts

Call options by funds: $386M | Put options by funds: $299M

2.37% more ownership

Funds ownership: 78.26%80.64% (+2.4%)

2% more funds holding

Funds holding: 1,6451,678 (+33)

4% more repeat investments, than reductions

Existing positions increased: 609 | Existing positions reduced: 584

8% less capital invested

Capital invested by funds: $75B → $69.1B (-$5.94B)

30% less funds holding in top 10

Funds holding in top 10: 4733 (-14)

Holders
1,678
Holders Change
+33
Holders Change %
+2.01%
% of All Funds
22.1%
Holding in Top 10
33
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-29.79%
% of All Funds
0.43%
New
211
Increased
609
Reduced
584
Closed
150
Calls
$386M
Puts
$299M
Net Calls
+$86.6M
Net Calls Change
+$68M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.42B +$51.6M +138,170 +0.6%
BlackRock
2
BlackRock
New York
$5.98B +$141M +377,609 +2%
State Street
3
State Street
Massachusetts
$5.41B +$2.25B +6,024,611 +61%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.43B -$32.4M -86,839 -1%
Morgan Stanley
5
Morgan Stanley
New York
$2.36B +$182M +488,202 +8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.24B +$39.6M +106,093 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.64B +$36M +96,571 +2%
AllianceBernstein
8
AllianceBernstein
Tennessee
$1.47B +$32.2M +86,268 +2%
Norges Bank
9
Norges Bank
Norway
$1.36B +$8.67M +23,222 +0.6%
Capital Research Global Investors
10
Capital Research Global Investors
California
$1.02B +$359M +960,724 +47%
Northern Trust
11
Northern Trust
Illinois
$927M +$222M +595,586 +28%
ClearBridge Investments
12
ClearBridge Investments
New York
$826M -$38.9M -104,179 -4%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$757M -$27.9M -74,679 -3%
AIM
14
Alphinity Investment Management
Australia
$738M +$42.8M +114,591 +6%
UBS Group
15
UBS Group
Switzerland
$711M +$300M +803,293 +62%
Barclays
16
Barclays
United Kingdom
$705M +$227M +607,798 +41%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$700M -$44.2M -118,387 -5%
Goldman Sachs
18
Goldman Sachs
New York
$696M -$17.5M -46,872 -2%
JP Morgan Chase
19
JP Morgan Chase
New York
$691M +$169M +451,505 +29%
Parnassus Investments
20
Parnassus Investments
California
$681M -$159M -426,557 -18%
Capital International Investors
21
Capital International Investors
California
$644M -$304M -813,540 -30%
UBS AM
22
UBS AM
Illinois
$621M +$41.5M +111,128 +6%
Amundi
23
Amundi
France
$606M -$48.8M -130,794 -7%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$586M +$70.1M +187,724 +12%
Franklin Resources
25
Franklin Resources
California
$507M +$29.6M +79,322 +6%

SHW Hedge Fund Activity: Q4 2024 in Review

1,678 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q4 2024, worth a combined $69.1B — down 7.9% from $75B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new SHW positions and 150 closed out — a net gain of 61 holders — while 609 added to existing stakes and 584 trimmed.

The largest buyer was State Street, adding an estimated $2.25B. The largest seller was Capital International Investors, cutting an estimated $304M.

  • 1,678 institutional investors held Sherwin-Williams (SHW) as of Q4 2024, up from 1,645 in Q3 2024.
  • Funds reported $69.1B of Sherwin-Williams stock for Q4 2024, down 7.9% quarter-over-quarter.
  • 211 funds opened new Sherwin-Williams positions in Q4 2024 and 150 closed out, a net change of +61 holders.
  • The largest Sherwin-Williams buyer in Q4 2024 was State Street, an estimated $2.25B added.
  • The largest Sherwin-Williams seller in Q4 2024 was Capital International Investors, an estimated $304M sold.

Based on aggregated 13F filings for Q4 2024.