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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
RFA
301
Register Financial Advisors
Georgia
$245K +$58.5K +4,147 +27%
EOJOAM
302
E. Ohman J:or Asset Management
Sweden
$245K
KAS
303
Kestra Advisory Services
Texas
$245K -$63.1K -4,478 -19%
AWM
304
Apollon Wealth Management
South Carolina
$240K +$47.5K +3,367 +21%
JF
305
Jump Financial
Illinois
$237K -$217K -15,382 -45%
SOS
306
Silver Oak Securities
Tennessee
$237K +$249K +17,667 New
WCM
307
Whitener Capital Management
North Carolina
$230K -$24K -1,700 -8%
NA
308
NewEdge Advisors
Louisiana
$227K +$152K +10,808 +108%
4WM
309
44 Wealth Management
Oregon
$227K +$11.7K +832 +5%
AMG
310
Asset Management Group
Connecticut
$222K
Cetera Investment Advisers
311
Cetera Investment Advisers
Illinois
$221K +$35K +2,481 +16%
IA
312
IFP Advisors
Florida
$221K -$218K -15,478 -62%
CIAS
313
Capital Investment Advisory Services
North Carolina
$219K -$4.81K -341 -2%
NMERB
314
New Mexico Educational Retirement Board
New Mexico
$217K -$7.05K -500 -3%
WCWM
315
Willow Creek Wealth Management
California
$210K
CIA
316
Capital Investment Advisors
Georgia
$210K -$4.23K -300 -2%
MLICM
317
Metropolitan Life Insurance Company (MetLife)
New York
$209K -$69.6K -4,934 -23%
LIG
318
Lokken Investment Group
Delaware
$208K +$28 +2 +0%
SCM
319
SevenOneSeven Capital Management
Pennsylvania
$207K -$40.9K -2,900 -12%
ESCM
320
Echo Street Capital Management
New York
$204K +$231K +16,390 New
Robeco Institutional Asset Management
321
Robeco Institutional Asset Management
Netherlands
$197K -$1.87M -132,292 -89%
CFGS
322
Concourse Financial Group Securities
Alabama
$195K +$85.8K +6,083 +63%
SA
323
Syntax Advisors
New York
$194K +$17.4K +1,231 +9%
VCG
324
Vantage Consulting Group
Virginia
$194K +$17.4K +1,231 +9%
LFAS
325
Level Four Advisory Services
Texas
$190K -$4.75K -337 -2%

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.