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Newell Brands

694 hedge funds and large institutions have $21.5B invested in Newell Brands in 2017 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 255 increasing their positions, 251 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $116M | Put options by funds: $52.5M

54% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 59

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

6% more capital invested

Capital invested by funds: $20.3B → $21.5B (+$1.24B)

3% more funds holding

Funds holding: 672694 (+22)

2% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 251

0.52% more ownership

Funds ownership: 94.22%94.74% (+0.52%)

Holders
694
Holders Change
+22
Holders Change %
+3.27%
% of All Funds
17.28%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.37%
New
91
Increased
255
Reduced
251
Closed
59
Calls
$116M
Puts
$52.5M
Net Calls
+$63.7M
Net Calls Change
+$58.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HL
326
HeadInvest LLC
Maine
$2.21M +$132K +2,784 +6%
BPCE
327
Bank Pictet & Cie (Europe)
Germany
$2.19M +$1.21M +25,465 +122%
FMBTD
328
First Midwest Bank Trust Division
Illinois
$2.17M +$2.18M +46,009 New
UFG
329
United Fire Group
Iowa
$2.16M
ACM
330
Alpha Capital Management
Texas
$2.15M +$94.3K +1,989 +5%
FP
331
FDO Partners
Massachusetts
$2.15M +$1.06M +22,275 +96%
AQR Capital Management
332
AQR Capital Management
Connecticut
$2.14M -$62.7K -1,321 -3%
VAS
333
Valicenti Advisory Services
New York
$2.14M +$2.15M +45,326 New
AMI
334
Amica Mutual Insurance
Rhode Island
$2.14M +$992K +20,923 +86%
RIL
335
Rothschild Investment LLC
Illinois
$2.12M -$489K -10,312 -19%
BCM
336
BTC Capital Management
Iowa
$2.1M +$103K +2,168 +5%
UB
337
UMB Bank
Missouri
$2.04M -$348K -7,340 -14%
SWM
338
Segment Wealth Management
Texas
$2.03M +$153K +3,223 +8%
MCIM
339
Meadow Creek Investment Management
Georgia
$2.02M +$150K +3,164 +8%
CSS
340
Cubist Systematic Strategies
Connecticut
$1.99M -$41.6K -878 -2%
DL
341
Delta Lloyd
Netherlands
$1.92M
IECM
342
Intrinsic Edge Capital Management
Illinois
$1.89M +$1.9M +40,156 New
CCA
343
Catalyst Capital Advisors
New York
$1.89M +$1.9M +40,000 New
Envestnet Asset Management
344
Envestnet Asset Management
Illinois
$1.82M -$205K -4,312 -10%
LBC
345
Lawrence B. Cohen
$1.82M +$541K +11,405 +42%
SAM
346
Symphony Asset Management
California
$1.81M -$820K -17,293 -31%
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
$1.81M -$283K -5,975 -13%
SMDAM
348
Sumitomo Mitsui DS Asset Management
Japan
$1.75M +$201K +4,232 +13%
CIBC Private Wealth Group
349
CIBC Private Wealth Group
Georgia
$1.73M +$118K +2,490 +7%
SBL
350
Sargent Bickham Lagudis
Colorado
$1.73M +$1.71M +35,954 +5,743%

NWL Hedge Fund Activity: Q1 2017 in Review

694 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q1 2017, worth a combined $21.5B — up 6.1% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new NWL positions and 59 closed out — a net gain of 32 holders — while 255 added to existing stakes and 251 trimmed.

The largest buyer was BlackRock, adding an estimated $1.38B. The largest seller was Fred Alger Management, cutting an estimated $164M.

  • 694 institutional investors held Newell Brands (NWL) as of Q1 2017, up from 672 in Q4 2016.
  • Funds reported $21.5B of Newell Brands stock for Q1 2017, up 6.1% quarter-over-quarter.
  • 91 funds opened new Newell Brands positions in Q1 2017 and 59 closed out, a net change of +32 holders.
  • The largest Newell Brands buyer in Q1 2017 was BlackRock, an estimated $1.38B added.
  • The largest Newell Brands seller in Q1 2017 was Fred Alger Management, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2017.