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Newell Brands

392 hedge funds and large institutions have $7.16B invested in Newell Brands in 2013 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 142 increasing their positions, 144 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

5% more capital invested

Capital invested by funds: $6.84B → $7.16B (+$325M)

0.4% more ownership

Funds ownership: 90.28%90.68% (+0.4%)

0% more funds holding

Funds holding: 391392 (+1)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 144

16% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $14.2M

Holders
392
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
12.71%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
40
Increased
142
Reduced
144
Closed
37
Calls
$11.9M
Puts
$14.2M
Net Calls
-$2.22M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
326
Evercore Wealth Management
New York
$225K +$4.08K +153 +2%
PA
327
Profund Advisors
Maryland
$223K -$3.44K -129 -2%
RJT
328
Raymond James Trust
Florida
$221K -$4.34K -163 -2%
Truist Financial
329
Truist Financial
North Carolina
$219K +$213K +7,981 New
DL
330
Delta Lloyd
Netherlands
$216K
WFM
331
Wilmington Funds Management
Delaware
$215K
BSW
332
Buckingham Strategic Wealth
Missouri
$210K +$203K +7,633 New
EOJOAM
333
E. Ohman J:or Asset Management
Sweden
$209K
PAM
334
PartnerRe Asset Management
Connecticut
$202K -$26.2K -984 -12%
OMCS
335
Old Mutual Customised Solutions
South Africa
$165K
Nordea Investment Management
336
Nordea Investment Management
Sweden
$158K
QBFM
337
QS Batterymarch Financial Management
New York
$143K -$4.85K -182 -3%
CFA
338
Carroll Financial Associates
North Carolina
$137K
SNT
339
Security National Trust
West Virginia
$136K
GH
340
GAM Holding
Switzerland
$129K
Creative Planning
341
Creative Planning
Kansas
$115K +$3.81K +143 +4%
GLI
342
Guardian Life Insurance
New York
$95K +$613 +23 +0.7%
Fuller & Thaler Asset Management
343
Fuller & Thaler Asset Management
California
$91K -$26.6K -1,000 -23%
FA
344
Friess Associates
Delaware
$91K
M&T Bank
345
M&T Bank
New York
$83K
GT
346
Glenmede Trust
Pennsylvania
$83K +$18.6K +700 +30%
CTC
347
Central Trust Company
Missouri
$83K +$79.9K +3,000 New
HDIM
348
Hanson & Doremus Investment Management
Vermont
$71K
RNS
349
Robert N. Shapiro
$71K +$3.84K +144 +6%
OIA
350
Optimum Investment Advisors
Illinois
$67K +$65.3K +2,450 New

NWL Hedge Fund Activity: Q3 2013 in Review

392 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q3 2013, worth a combined $7.16B — up 4.7% from $6.84B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NWL positions and 37 closed out — a net gain of 3 holders — while 142 added to existing stakes and 144 trimmed.

The largest buyer was Invesco, adding an estimated $61.8M. The largest seller was AJO LP, cutting an estimated $110M.

  • 392 institutional investors held Newell Brands (NWL) as of Q3 2013, up from 391 in Q2 2013.
  • Funds reported $7.16B of Newell Brands stock for Q3 2013, up 4.7% quarter-over-quarter.
  • 40 funds opened new Newell Brands positions in Q3 2013 and 37 closed out, a net change of +3 holders.
  • The largest Newell Brands buyer in Q3 2013 was Invesco, an estimated $61.8M added.
  • The largest Newell Brands seller in Q3 2013 was AJO LP, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2013.