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Newell Brands

456 hedge funds and large institutions have $3.4B invested in Newell Brands in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 122 increasing their positions, 188 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $49.7M | Put options by funds: $34.3M

2.23% more ownership

Funds ownership: 92.26%94.49% (+2.2%)

5% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 74

0% less funds holding

Funds holding: 457456 (-1)

1% less capital invested

Capital invested by funds: $3.45B → $3.4B (-$50.1M)

35% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 188

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
456
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
6.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
78
Increased
122
Reduced
188
Closed
74
Calls
$49.7M
Puts
$34.3M
Net Calls
+$15.4M
Net Calls Change
-$9.99M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
326
Wolverine Asset Management
Illinois
$42K -$54.6K -7,162 -60%
QL
327
Quarry LP
New York
$41.1K +$18.6K +2,437 +106%
Fifth Third Bancorp
328
Fifth Third Bancorp
Ohio
$37.7K -$84.9K -11,135 -72%
RIL
329
Rothschild Investment LLC
Illinois
$34.7K -$55.4K -7,265 -64%
BSB
330
Bangor Savings Bank
Maine
$31.4K -$9.13K -1,198 -25%
GAM
331
Groupama Asset Management
France
$31.4K +$27.6K +3,616 New
NS
332
NBC Securities
Alabama
$30K +$8.62K +1,130 +47%
Bessemer Group
333
Bessemer Group
New Jersey
$29K -$4.88K -640 -16%
DAC
334
Dividend Assets Capital
South Carolina
$29K
GIA
335
GHP Investment Advisors
Colorado
$28.5K
SOW
336
State of Wyoming
Wyoming
$28.2K +$2.58K +338 +12%
LWCFA
337
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26.5K
SCM
338
Silvant Capital Management
Georgia
$26.2K
CTC
339
Central Trust Company
Missouri
$26K
WT
340
Whittier Trust
California
$26K
GWM
341
Geneos Wealth Management
Colorado
$24.7K
AWM
342
Avior Wealth Management
Nebraska
$24.3K
CNBTD
343
Citizens National Bank Trust Department
Mississippi
$21.7K -$7.62K -1,000 -29%
HCM
344
Highlander Capital Management
New Jersey
$21.7K +$15.2K +2,000 +400%
HI
345
Harbour Investments
Wisconsin
$19.7K -$3.76K -493 -18%
C
346
Covestor
United Kingdom
$19K +$9.29K +1,218 +122%
IA
347
IFP Advisors
Florida
$17.5K -$765K -100,352 -98%
CFB
348
Cullen/Frost Bankers
Texas
$17.4K
EWA
349
EverSource Wealth Advisors
Alabama
$17.3K -$9.86K -1,293 -39%
VCM
350
Versant Capital Management
Arizona
$17.2K -$5.7K -748 -27%

NWL Hedge Fund Activity: Q4 2023 in Review

456 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q4 2023, worth a combined $3.4B — down 1.5% from $3.45B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new NWL positions and 74 closed out — a net gain of 4 holders — while 122 added to existing stakes and 188 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $82.6M. The largest seller was Nuveen, cutting an estimated $74.1M.

  • 456 institutional investors held Newell Brands (NWL) as of Q4 2023, down from 457 in Q3 2023.
  • Funds reported $3.4B of Newell Brands stock for Q4 2023, down 1.5% quarter-over-quarter.
  • 78 funds opened new Newell Brands positions in Q4 2023 and 74 closed out, a net change of +4 holders.
  • The largest Newell Brands buyer in Q4 2023 was Morgan Stanley, an estimated $82.6M added.
  • The largest Newell Brands seller in Q4 2023 was Nuveen, an estimated $74.1M sold.

Based on aggregated 13F filings for Q4 2023.