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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
MCA
276
MSH Capital Advisors
Arizona
$136K -$20.2K -2,650 -14%
SLAM
277
Swiss Life Asset Management
$136K -$119K -15,635 -50%
SRC
278
Sage Rhino Capital
California
$134K -$22.5K -2,954 -16%
CGH
279
Crossmark Global Holdings
Texas
$132K +$116K +15,273 New
IPWA
280
International Private Wealth Advisors
California
$130K +$114K +15,004 New
WPC
281
Wedmont Private Capital
Pennsylvania
$130K +$116K +15,216 New
JSW
282
Journey Strategic Wealth
New Jersey
$130K +$114K +14,957 New
NICM
283
Neo Ivy Capital Management
New York
$129K -$3.65K -479 -3%
LIM
284
Lathrop Investment Management
Arkansas
$128K -$10.8K -1,421 -9%
KWA
285
Kingswood Wealth Advisors
California
$125K +$110K +14,425 New
UCFA
286
United Capital Financial Advisors
Texas
$125K +$15.7K +2,062 +17%
MAM
287
Meeder Asset Management
Ohio
$124K
GT
288
Glenmede Trust
Pennsylvania
$123K -$67.7K -8,874 -38%
ACM
289
Argyle Capital Management
Pennsylvania
$122K
LFAS
290
Level Four Advisory Services
Texas
$120K +$4.65K +610 +5%
LAS
291
Lloyd Advisory Services
Georgia
$118K +$104K +13,620 New
X
292
Xponance
Pennsylvania
$118K -$68.5K -8,985 -40%
IFG
293
Independent Financial Group
California
$115K
Truist Financial
294
Truist Financial
North Carolina
$111K -$11.4K -1,489 -10%
CIA
295
Capital Investment Advisors
Georgia
$110K -$9.53K -1,250 -9%
AA
296
Ancora Advisors
Ohio
$108K -$45.6K -5,975 -33%
WTB
297
Washington Trust Bank
Washington
$105K +$92.6K +12,147 New
OA
298
Oracle Alpha
Ontario, Canada
$105K +$92.4K +12,121 New
EF
299
Empirical Finance
Pennsylvania
$105K -$3.38K -444 -4%
AFG
300
Atomi Financial Group
New York
$104K +$91.6K +12,019 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.