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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
QCM
251
Quantinno Capital Management
New York
$176K +$61.4K +8,053 +66%
Wealth Enhancement Advisory Services
252
Wealth Enhancement Advisory Services
Minnesota
$175K -$1.54K -202 -1%
American Century Companies
253
American Century Companies
Missouri
$175K +$154K +20,153 New
SB
254
Simmons Bank
Arkansas
$174K -$89.7K -11,765 -37%
Baird Financial Group
255
Baird Financial Group
Wisconsin
$172K -$18.2K -2,386 -11%
ECM
256
Evergreen Capital Management
Washington
$169K +$148K +19,421 New
SCA
257
Stonebridge Capital Advisors
Minnesota
$167K -$504K -66,070 -77%
QCG
258
Quadrant Capital Group
Ohio
$163K +$87.9K +11,534 +159%
SCM
259
Shelton Capital Management
Colorado
$162K -$21.3K -2,791 -13%
BC
260
Bridgefront Capital
Texas
$159K +$140K +18,364 New
JFG
261
Jefferies Financial Group
New York
$157K +$138K +18,050 New
FAM
262
Formidable Asset Management
Ohio
$155K -$22.9K -3,000 -14%
Deutsche Bank
263
Deutsche Bank
Germany
$153K -$212K -27,819 -61%
PA
264
Parallel Advisors
California
$148K +$38.7K +5,079 +42%
SFA
265
Sequoia Financial Advisors
Ohio
$148K -$35.7K -4,683 -22%
BAM
266
Blueshift Asset Management
New Jersey
$148K +$13.8K +1,814 +12%
PA
267
Profund Advisors
Maryland
$146K +$25.3K +3,320 +25%
AMG
268
Asset Management Group
Connecticut
$146K -$5.46K -716 -4%
IIM
269
INTECH Investment Management
Florida
$145K +$127K +16,702 New
S
270
SignatureFD
Georgia
$145K +$33.6K +4,413 +36%
SC
271
Savant Capital
Illinois
$143K +$21.5K +2,815 +21%
RFA
272
Register Financial Advisors
Georgia
$141K -$7.33K -962 -6%
Allianz Asset Management
273
Allianz Asset Management
Germany
$141K -$703K -92,216 -85%
MGP
274
Metis Global Partners
California
$139K
FWM
275
Forza Wealth Management
Florida
$136K -$282K -36,993 -70%

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.