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Newell Brands

456 hedge funds and large institutions have $3.4B invested in Newell Brands in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 122 increasing their positions, 188 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $49.7M | Put options by funds: $34.3M

2.23% more ownership

Funds ownership: 92.26%94.49% (+2.2%)

5% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 74

0% less funds holding

Funds holding: 457456 (-1)

1% less capital invested

Capital invested by funds: $3.45B → $3.4B (-$50.1M)

35% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 188

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
456
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
6.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
78
Increased
122
Reduced
188
Closed
74
Calls
$49.7M
Puts
$34.3M
Net Calls
+$15.4M
Net Calls Change
-$9.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
226
Two Sigma Investments
New York
$244K +$214K +28,129 New
MML Investors Services
227
MML Investors Services
Massachusetts
$244K +$10.6K +1,391 +5%
SPIA
228
Steward Partners Investment Advisory
New York
$244K -$68.7K -9,009 -24%
RJT
229
Raymond James Trust
Florida
$241K -$63.8K -8,372 -23%
CC
230
Corton Capital
Ontario, Canada
$240K +$211K +27,704 New
Simplex Trading
231
Simplex Trading
Illinois
$238K +$210K +27,519 New
CWA
232
CM Wealth Advisors
Ohio
$238K
GS
233
GTS Securities
New York
$233K -$91.9K -12,056 -31%
CMF
234
Counterpoint Mutual Funds
California
$229K +$88K +11,548 +78%
USAA
235
United Services Automobile Association
Texas
$227K +$20.2K +2,655 +11%
TCM
236
Triumph Capital Management
Colorado
$221K +$13.4K +1,760 +7%
MC
237
Moors & Cabot
Massachusetts
$218K -$13.3K -1,742 -6%
IRC
238
Investors Research Corp
Georgia
$214K -$75.2K -9,860 -29%
KFGK
239
Keystone Financial Group (Kentucky)
Kentucky
$200K -$16K -2,096 -8%
EC
240
EntryPoint Capital
New York
$194K +$170K +22,345 New
CAM
241
Cresset Asset Management
Illinois
$192K -$71.2K -9,339 -30%
TPCW
242
TD Private Client Wealth
New York
$192K -$23.6K -3,090 -12%
KPWS
243
Kestra Private Wealth Services
Texas
$191K -$21.3K -2,795 -11%
XWM
244
Xcel Wealth Management
Florida
$185K +$13K +1,700 +9%
VF
245
Virtu Financial
New York
$185K -$494K -64,819 -75%
URS
246
Utah Retirement Systems
Utah
$183K +$2.29K +300 +1%
AIG
247
American International Group
New York
$182K -$8.03K -1,053 -5%
Pathstone Holdings
248
Pathstone Holdings
New Jersey
$178K +$156K +20,464 New
Teacher Retirement System of Texas
249
Teacher Retirement System of Texas
Texas
$177K -$76.6K -10,042 -33%
AC
250
AXQ Capital
New Jersey
$176K +$155K +20,278 New

NWL Hedge Fund Activity: Q4 2023 in Review

456 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q4 2023, worth a combined $3.4B — down 1.5% from $3.45B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new NWL positions and 74 closed out — a net gain of 4 holders — while 122 added to existing stakes and 188 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $82.6M. The largest seller was Nuveen, cutting an estimated $74.1M.

  • 456 institutional investors held Newell Brands (NWL) as of Q4 2023, down from 457 in Q3 2023.
  • Funds reported $3.4B of Newell Brands stock for Q4 2023, down 1.5% quarter-over-quarter.
  • 78 funds opened new Newell Brands positions in Q4 2023 and 74 closed out, a net change of +4 holders.
  • The largest Newell Brands buyer in Q4 2023 was Morgan Stanley, an estimated $82.6M added.
  • The largest Newell Brands seller in Q4 2023 was Nuveen, an estimated $74.1M sold.

Based on aggregated 13F filings for Q4 2023.