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Newell Brands

548 hedge funds and large institutions have $8.32B invested in Newell Brands in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 197 increasing their positions, 194 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.21% more ownership

Funds ownership: 87.13%88.34% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 194

2% less funds holding

Funds holding: 562548 (-14)

11% less call options, than puts

Call options by funds: $35.2M | Put options by funds: $39.4M

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

18% less capital invested

Capital invested by funds: $10.2B → $8.32B (-$1.85B)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
548
Holders Change
-14
Holders Change %
-2.49%
% of All Funds
9.59%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
49
Increased
197
Reduced
194
Closed
57
Calls
$35.2M
Puts
$39.4M
Net Calls
-$4.26M
Net Calls Change
-$5.39M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
326
CIBC World Markets
New York
$473K -$2.23M -87,228 -80%
AMG
327
Asset Management Group
Connecticut
$473K -$78.4K -3,068 -13%
SMDAM
328
Sumitomo Mitsui DS Asset Management
Japan
$471K -$4.01K -157 -0.7%
CIA
329
Capital Investment Advisors
Georgia
$464K -$35.1K -1,375 -6%
IRC
330
Investors Research Corp
Georgia
$457K
Daiwa Securities Group
331
Daiwa Securities Group
Japan
$453K +$10.6K +415 +2%
HH
332
Hilltop Holdings
Texas
$440K +$64.7K +2,534 +15%
HighTower Advisors
333
HighTower Advisors
Illinois
$437K -$6.23K -244 -1%
VF
334
Virtu Financial
New York
$431K +$498K +19,482 New
DADC
335
D.A. Davidson & Co
Montana
$424K -$579K -22,681 -54%
X
336
Xponance
Pennsylvania
$423K -$47.7K -1,869 -9%
FMBTD
337
First Midwest Bank Trust Division
Illinois
$415K +$2.04K +80 +0.4%
KPWS
338
Kestra Private Wealth Services
Texas
$413K -$20.2K -791 -4%
JIP
339
Jaffetilchin Investment Partners
Florida
$406K -$249K -9,739 -35%
KFGK
340
Keystone Financial Group (Kentucky)
Kentucky
$401K -$2.48K -97 -0.5%
FRM
341
Fox Run Management
Connecticut
$396K +$456K +17,868 New
RJT
342
Raymond James Trust
Florida
$391K +$130K +5,074 +40%
Nomura Holdings
343
Nomura Holdings
Japan
$390K -$908K -35,562 -67%
Calamos Advisors
344
Calamos Advisors
Illinois
$388K
CF
345
Centaurus Financial
California
$385K +$116K +4,546 +35%
NMIMC
346
Northwestern Mutual Investment Management Company
Wisconsin
$381K +$204 +8 +0%
CAM
347
Cresset Asset Management
Illinois
$381K +$7.2K +282 +2%
WCWM
348
Willow Creek Wealth Management
California
$374K
AG
349
AlphaSimPlex Group
Massachusetts
$374K +$432K +16,904 New
LOAMS
350
Lombard Odier Asset Management (Switzerland)
Switzerland
$369K -$47.8K -1,871 -10%

NWL Hedge Fund Activity: Q3 2021 in Review

548 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q3 2021, worth a combined $8.32B — down 18% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of NWL and 49 opened new positions — a net loss of 8 holders — while 194 trimmed existing stakes and 197 added.

The largest buyer was Victory Capital Management, adding an estimated $214M. The largest seller was BlackRock, cutting an estimated $43.8M.

  • 548 institutional investors held Newell Brands (NWL) as of Q3 2021, down from 562 in Q2 2021.
  • Funds reported $8.32B of Newell Brands stock for Q3 2021, down 18% quarter-over-quarter.
  • 49 funds opened new Newell Brands positions in Q3 2021 and 57 closed out, a net change of -8 holders.
  • The largest Newell Brands buyer in Q3 2021 was Victory Capital Management, an estimated $214M added.
  • The largest Newell Brands seller in Q3 2021 was BlackRock, an estimated $43.8M sold.

Based on aggregated 13F filings for Q3 2021.