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Newell Brands

458 hedge funds and large institutions have $9.99B invested in Newell Brands in 2015 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 118 increasing their positions, 204 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 33

5% more capital invested

Capital invested by funds: $9.48B → $9.99B (+$515M)

4% more funds holding

Funds holding: 441458 (+17)

0.11% more ownership

Funds ownership: 90.49%90.6% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

27% less call options, than puts

Call options by funds: $8.59M | Put options by funds: $11.8M

42% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 204

Holders
458
Holders Change
+17
Holders Change %
+3.85%
% of All Funds
12.34%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
55
Increased
118
Reduced
204
Closed
33
Calls
$8.59M
Puts
$11.8M
Net Calls
-$3.25M
Net Calls Change
-$7.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Robeco Institutional Asset Management
326
Robeco Institutional Asset Management
Netherlands
$348K
UCFA
327
United Capital Financial Advisors
Texas
$346K -$45.9K -1,146 -12%
Janney Montgomery Scott
328
Janney Montgomery Scott
Pennsylvania
$343K +$8.14K +203 +2%
V
329
Veritable
Delaware
$343K -$75.7K -1,889 -18%
CFB
330
Cullen/Frost Bankers
Texas
$343K -$36.9K -920 -10%
MERSOM
331
Municipal Employees' Retirement System of Michigan
Michigan
$332K +$2.81K +70 +0.9%
EWM
332
Evercore Wealth Management
New York
$331K
Nordea Investment Management
333
Nordea Investment Management
Sweden
$326K
CI
334
Conning Inc
Connecticut
$303K -$7.62K -190 -3%
PA
335
Profund Advisors
Maryland
$292K -$80.8K -2,017 -22%
DADC
336
D.A. Davidson & Co
Montana
$289K -$35.9K -895 -11%
CCG
337
Cypress Capital Group
Florida
$288K
Federated Hermes
338
Federated Hermes
Pennsylvania
$284K -$2.49M -62,220 -90%
LNWWM
339
Laird Norton Wetherby Wealth Management
California
$272K -$17.7K -441 -6%
GH
340
GAM Holding
Switzerland
$269K +$57.2K +1,428 +28%
MC
341
Moors & Cabot
Massachusetts
$267K
HighTower Advisors
342
HighTower Advisors
Illinois
$264K -$3.45K -86 -1%
PNAA
343
Pictet North America Advisors
Switzerland
$264K
BUB
344
BBVA USA Bancshares
Texas
$263K
BSW
345
Buckingham Strategic Wealth
Missouri
$260K -$41.2K -1,028 -14%
FAAS
346
First Allied Advisory Services
California
$255K -$70.9K -1,768 -22%
QI
347
QS Investors
New York
$255K
LTFS
348
Ladenburg Thalmann Financial Services
Florida
$254K -$2.97K -74 -1%
PI
349
Putnam Investments
Massachusetts
$252K -$44.1K -1,100 -15%
ANI
350
American National Insurance
Texas
$247K

NWL Hedge Fund Activity: Q2 2015 in Review

458 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q2 2015, worth a combined $9.99B — up 5.4% from $9.48B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new NWL positions and 33 closed out — a net gain of 22 holders — while 118 added to existing stakes and 204 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $287M. The largest seller was Bank of New York Mellon, cutting an estimated $80.8M.

  • 458 institutional investors held Newell Brands (NWL) as of Q2 2015, up from 441 in Q1 2015.
  • Funds reported $9.99B of Newell Brands stock for Q2 2015, up 5.4% quarter-over-quarter.
  • 55 funds opened new Newell Brands positions in Q2 2015 and 33 closed out, a net change of +22 holders.
  • The largest Newell Brands buyer in Q2 2015 was Capital World Investors, an estimated $287M added.
  • The largest Newell Brands seller in Q2 2015 was Bank of New York Mellon, an estimated $80.8M sold.

Based on aggregated 13F filings for Q2 2015.