Newell Brands
NWL
681 hedge funds and large institutions have $24.4B invested in Newell Brands in 2017 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 236 increasing their positions, 276 reducing their positions, and 72 closing their positions.
57% more call options, than puts
Call options by funds: $94M | Put options by funds: $59.7M
13% more capital invested
Capital invested by funds: $21.5B → $24.4B (+$2.89B)
13% more funds holding in top 10
Funds holding in top 10: 15 → 17 (+2)
0.34% less ownership
Funds ownership: 94.74% → 94.4% (-0.34%)
2% less funds holding
Funds holding: 694 → 681 (-13)
11% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 72
14% less repeat investments, than reductions
Existing positions increased: 236 | Existing positions reduced: 276
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$372M |
| 2 |
Jennison Associates
New York
|
+$118M |
| 3 |
Goldman Sachs
New York
|
+$87.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$86.7M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$72.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$169M |
| 2 |
MC
Maverick Capital
Dallas,
Texas
|
-$154M |
| 3 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
-$136M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$135M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$125M |
NWL Hedge Fund Activity: Q2 2017 in Review
681 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q2 2017, worth a combined $24.4B — up 13% from $21.5B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of NWL and 64 opened new positions — a net loss of 8 holders — while 276 trimmed existing stakes and 236 added.
The largest buyer was Bank of New York Mellon, adding an estimated $372M. The largest seller was Morgan Stanley, cutting an estimated $169M.
- 681 institutional investors held Newell Brands (NWL) as of Q2 2017, down from 694 in Q1 2017.
- Funds reported $24.4B of Newell Brands stock for Q2 2017, up 13% quarter-over-quarter.
- 64 funds opened new Newell Brands positions in Q2 2017 and 72 closed out, a net change of -8 holders.
- The largest Newell Brands buyer in Q2 2017 was Bank of New York Mellon, an estimated $372M added.
- The largest Newell Brands seller in Q2 2017 was Morgan Stanley, an estimated $169M sold.
Based on aggregated 13F filings for Q2 2017.