Newell Brands
613 hedge funds and large institutions have $9.45B invested in Newell Brands in 2018 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 231 increasing their positions, 225 reducing their positions, and 79 closing their positions.
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
3% more repeat investments, than reductions
Existing positions increased: 231 | Existing positions reduced: 225
0.37% less ownership
Funds ownership: 98.89% → 98.52% (-0.37%)
3% less funds holding
Funds holding: 629 → 613 (-16)
11% less first-time investments, than exits
New positions opened: 70 | Existing positions closed: 79
24% less capital invested
Capital invested by funds: $12.4B → $9.45B (-$2.93B)
36% less call options, than puts
Call options by funds: $130M | Put options by funds: $202M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$260M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$130M |
| 3 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
+$127M |
| 4 |
BlackRock
New York
|
+$93.5M |
| 5 |
MVP
Miller Value Partners
Sarasota,
Florida
|
+$57.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$718M |
| 2 |
SV
Starboard Value
New York
|
-$187M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$112M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$58.2M |
| 5 |
CBT
Capital Bank & Trust
Irvine,
California
|
-$53.8M |
NWL Hedge Fund Activity: Q3 2018 in Review
613 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q3 2018, worth a combined $9.45B — down 24% from $12.4B a quarter earlier.
Sellers outnumbered buyers: 79 funds closed out of NWL and 70 opened new positions — a net loss of 9 holders — while 225 trimmed existing stakes and 231 added.
The largest buyer was Franklin Resources, adding an estimated $260M. The largest seller was Capital World Investors, cutting an estimated $718M.
- 613 institutional investors held Newell Brands (NWL) as of Q3 2018, down from 629 in Q2 2018.
- Funds reported $9.45B of Newell Brands stock for Q3 2018, down 24% quarter-over-quarter.
- 70 funds opened new Newell Brands positions in Q3 2018 and 79 closed out, a net change of -9 holders.
- The largest Newell Brands buyer in Q3 2018 was Franklin Resources, an estimated $260M added.
- The largest Newell Brands seller in Q3 2018 was Capital World Investors, an estimated $718M sold.
Based on aggregated 13F filings for Q3 2018.