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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
MFBTD
351
MB Financial Bank - Trust Department
Illinois
$66K
LIA
352
LS Investment Advisors
Michigan
$66K +$32.3K +1,211 +101%
GIS
353
Guardian Investor Services
New York
$64K -$400 -15 -0.6%
S
354
SignatureFD
Georgia
$61K +$59.3K +2,225 New
DBT
355
Dubuque Bank & Trust
Iowa
$55K
Envestnet Asset Management
356
Envestnet Asset Management
Illinois
$48K -$666 -25 -1%
Robeco Institutional Asset Management
357
Robeco Institutional Asset Management
Netherlands
$47K
AAM
358
Advisors Asset Management
Colorado
$46K
SAMC
359
Shinko Asset Management Company
Japan
$44K
IMS
360
Index Management Solutions
Pennsylvania
$42K +$40.3K +1,512 New
LTFS
361
Ladenburg Thalmann Financial Services
Florida
$41K -$3.7K -139 -9%
HI
362
Hudock Inc
Pennsylvania
$40K +$213 +8 +0.5%
BBHC
363
Brown Brothers Harriman & Co
New York
$37K
ST
364
Stifel Trust
Missouri
$36K
MFS
365
MSI Financial Services
Massachusetts
$32K +$17.6K +662 +134%
WT
366
Whittier Trust
California
$28K
MAM
367
Mizuho Asset Management
Japan
$26K
FMT
368
First Mercantile Trust
Tennessee
$23K
ECM
369
Estabrook Capital Management
New York
$21.8K
MA
370
MUFG Americas
New York
$17K -$426K -15,976 -96%
FFC
371
First Financial Corp
Indiana
$17K
WF
372
WealthTrust Fairport
Ohio
$17K
BC
373
Bartlett & Co
Ohio
$14K
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$12K +$11.2K +420 New
ST
375
Spot Trading
Illinois
$10K -$39.6K -1,486 -81%

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.