Newell Brands
664 hedge funds and large institutions have $21.9B invested in Newell Brands in 2016 Q2 according to their latest regulatory filings, with 176 funds opening new positions, 319 increasing their positions, 119 reducing their positions, and 32 closing their positions.
450% more first-time investments, than exits
New positions opened: 176 | Existing positions closed: 32
168% more repeat investments, than reductions
Existing positions increased: 319 | Existing positions reduced: 119
69% more funds holding in top 10
Funds holding in top 10: 16 → 27 (+11)
63% more capital invested
Capital invested by funds: $13.4B → $21.9B (+$8.51B)
26% more funds holding
Funds holding: 526 → 664 (+138)
6% less call options, than puts
Call options by funds: $53.6M | Put options by funds: $57.2M
15.7% less ownership
Funds ownership: 114.82% → 99.12% (-16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$878M |
| 2 |
JP Morgan Chase
New York
|
+$395M |
| 3 |
State Street
Boston,
Massachusetts
|
+$310M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
+$243M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$211M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Maverick Capital
Dallas,
Texas
|
-$185M |
| 2 |
Royal London Asset Management
United Kingdom
|
-$128M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$87.5M |
| 4 |
IC
Institutional Capital
Chicago,
Illinois
|
-$75.4M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$63.5M |
NWL Hedge Fund Activity: Q2 2016 in Review
664 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q2 2016, worth a combined $21.9B — up 63% from $13.4B a quarter earlier.
Buyers outnumbered sellers: 176 funds opened new NWL positions and 32 closed out — a net gain of 144 holders — while 319 added to existing stakes and 119 trimmed.
The largest buyer was Vanguard Group, adding an estimated $878M. The largest seller was Maverick Capital, cutting an estimated $185M.
- 664 institutional investors held Newell Brands (NWL) as of Q2 2016, up from 526 in Q1 2016.
- Funds reported $21.9B of Newell Brands stock for Q2 2016, up 63% quarter-over-quarter.
- 176 funds opened new Newell Brands positions in Q2 2016 and 32 closed out, a net change of +144 holders.
- The largest Newell Brands buyer in Q2 2016 was Vanguard Group, an estimated $878M added.
- The largest Newell Brands seller in Q2 2016 was Maverick Capital, an estimated $185M sold.
Based on aggregated 13F filings for Q2 2016.