Newell Brands
669 hedge funds and large institutions have $23.7B invested in Newell Brands in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 275 increasing their positions, 227 reducing their positions, and 58 closing their positions.
26% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 58
21% more repeat investments, than reductions
Existing positions increased: 275 | Existing positions reduced: 227
8% more capital invested
Capital invested by funds: $21.9B → $23.7B (+$1.81B)
3% more call options, than puts
Call options by funds: $37.7M | Put options by funds: $36.6M
1% more funds holding
Funds holding: 664 → 669 (+5)
4.82% less ownership
Funds ownership: 99.12% → 94.3% (-4.8%)
15% less funds holding in top 10
Funds holding in top 10: 27 → 23 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$236M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$202M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$200M |
| 4 |
JP Morgan Chase
New York
|
+$167M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$148M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$483M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$201M |
| 3 |
GE
General Electric
Evendale,
Ohio
|
-$135M |
| 4 |
BCPEM
Bain Capital Public Equity Management
Boston,
Massachusetts
|
-$99.8M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$71.5M |
NWL Hedge Fund Activity: Q3 2016 in Review
669 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q3 2016, worth a combined $23.7B — up 8.2% from $21.9B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new NWL positions and 58 closed out — a net gain of 15 holders — while 275 added to existing stakes and 227 trimmed.
The largest buyer was State Street, adding an estimated $236M. The largest seller was Viking Global Investors, exiting entirely with an estimated $483M sold.
- 669 institutional investors held Newell Brands (NWL) as of Q3 2016, up from 664 in Q2 2016.
- Funds reported $23.7B of Newell Brands stock for Q3 2016, up 8.2% quarter-over-quarter.
- 73 funds opened new Newell Brands positions in Q3 2016 and 58 closed out, a net change of +15 holders.
- The largest Newell Brands buyer in Q3 2016 was State Street, an estimated $236M added.
- The largest Newell Brands seller in Q3 2016 was Viking Global Investors, an estimated $483M sold.
Based on aggregated 13F filings for Q3 2016.