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Newell Brands

518 hedge funds and large institutions have $4.94B invested in Newell Brands in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 215 increasing their positions, 166 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $51.2M | Put options by funds: $18.8M

30% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 166

0.97% more ownership

Funds ownership: 95.23%96.2% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $5.08B → $4.94B (-$138M)

4% less funds holding

Funds holding: 541518 (-23)

20% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 71

Holders
518
Holders Change
-23
Holders Change %
-4.25%
% of All Funds
8.25%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
57
Increased
215
Reduced
166
Closed
71
Calls
$51.2M
Puts
$18.8M
Net Calls
+$32.5M
Net Calls Change
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Rafferty Asset Management
276
Rafferty Asset Management
New York
$309K +$27.5K +1,948 +9%
TPCW
277
TD Private Client Wealth
New York
$308K -$5.03K -357 -1%
LSERS
278
Louisiana State Employees Retirement System
Louisiana
$305K +$2.82K +200 +0.8%
CF
279
Centaurus Financial
California
$302K +$59.6K +4,230 +21%
VPIM
280
Vanguard Personalized Indexing Management
California
$302K -$195K -13,795 -36%
FAM
281
Formidable Asset Management
Ohio
$298K -$28.2K -2,000 -8%
VIA
282
Vident Investment Advisory
Georgia
$288K +$57.6K +4,083 +21%
SB
283
Simmons Bank
Arkansas
$287K +$16.1K +1,143 +5%
KPWS
284
Kestra Private Wealth Services
Texas
$284K +$115K +8,174 +56%
MLA
285
My Legacy Advisors
Oregon
$281K +$34.3K +2,431 +12%
Verition Fund Management
286
Verition Fund Management
Connecticut
$280K +$58K +4,116 +22%
SPC
287
Sigma Planning Corp
Michigan
$278K +$316K +22,387 New
MNBTD
288
Moody National Bank Trust Division
Texas
$276K
II
289
Inspire Investing
Idaho
$276K +$55.9K +3,965 +22%
NC
290
NinePointTwo Capital
California
$274K +$311K +22,051 New
MCA
291
MSH Capital Advisors
Arizona
$272K -$28 -2 -0%
Wolverine Trading
292
Wolverine Trading
Illinois
$266K +$163K +11,538 +109%
BIAS
293
Beacon Investment Advisory Services
New Jersey
$263K +$298K +21,109 New
TPW
294
Transatlantique Private Wealth
New York
$261K +$296K +20,962 New
Allspring Global Investments
295
Allspring Global Investments
North Carolina
$259K -$12.5M -889,667 -98%
IRC
296
Investors Research Corp
Georgia
$259K -$141 -10 -0%
GAM
297
Griffin Asset Management
New York
$258K +$292K +20,729 New
TCM
298
Triumph Capital Management
Colorado
$251K -$1.19M -84,210 -81%
NB
299
Norinchukin Bank
Japan
$249K +$10.5K +746 +4%
AWS
300
Atria Wealth Solutions
New York
$248K +$35K +2,484 +14%

NWL Hedge Fund Activity: Q1 2023 in Review

518 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q1 2023, worth a combined $4.94B — down 2.7% from $5.08B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of NWL and 57 opened new positions — a net loss of 14 holders — while 166 trimmed existing stakes and 215 added.

The largest buyer was Nuveen, adding an estimated $67.5M. The largest seller was BlackRock, cutting an estimated $98.4M.

  • 518 institutional investors held Newell Brands (NWL) as of Q1 2023, down from 541 in Q4 2022.
  • Funds reported $4.94B of Newell Brands stock for Q1 2023, down 2.7% quarter-over-quarter.
  • 57 funds opened new Newell Brands positions in Q1 2023 and 71 closed out, a net change of -14 holders.
  • The largest Newell Brands buyer in Q1 2023 was Nuveen, an estimated $67.5M added.
  • The largest Newell Brands seller in Q1 2023 was BlackRock, an estimated $98.4M sold.

Based on aggregated 13F filings for Q1 2023.