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Newell Brands

518 hedge funds and large institutions have $4.94B invested in Newell Brands in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 215 increasing their positions, 166 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $51.2M | Put options by funds: $18.8M

30% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 166

0.97% more ownership

Funds ownership: 95.23%96.2% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $5.08B → $4.94B (-$138M)

4% less funds holding

Funds holding: 541518 (-23)

20% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 71

Holders
518
Holders Change
-23
Holders Change %
-4.25%
% of All Funds
8.25%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
57
Increased
215
Reduced
166
Closed
71
Calls
$51.2M
Puts
$18.8M
Net Calls
+$32.5M
Net Calls Change
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
351
Wolverine Asset Management
Illinois
$149K
LWM
352
Lyell Wealth Management
California
$148K -$646K -45,821 -79%
TMAM
353
Tokio Marine Asset Management
Japan
$148K +$168K +11,927 New
NMIMC
354
Northwestern Mutual Investment Management Company
Wisconsin
$147K +$508 +36 +0.3%
BRWA
355
B. Riley Wealth Advisors
Florida
$146K +$165K +11,731 New
PFM
356
Patton Fund Management
Texas
$144K -$34.6K -2,452 -18%
CA
357
Cetera Advisors
Colorado
$144K -$52.9K -3,751 -25%
BBVA
358
Banco Bilbao Vizcaya Argentaria
Spain
$143K +$162K +11,482 New
NRD
359
Nebula Research & Development
New York
$142K +$161K +11,388 New
IFG
360
Independent Financial Group
California
$142K +$9.17K +650 +6%
Macquarie Group
361
Macquarie Group
Australia
$140K -$75.4K -5,350 -32%
CA
362
Carson Advisory
Georgia
$139K -$180K -12,760 -53%
Capstone Investment Advisors
363
Capstone Investment Advisors
New York
$139K +$121K +8,605 +335%
Assenagon Asset Management
364
Assenagon Asset Management
Luxembourg
$138K +$12.8K +908 +9%
RIL
365
Rothschild Investment LLC
Illinois
$138K -$4.15K -294 -3%
SF
366
Synovus Financial
Georgia
$131K -$15.5K -1,099 -9%
TCM
367
Tandem Capital Management
New Jersey
$130K -$212K -15,012 -59%
CFG
368
Cooper Financial Group
California
$127K +$144K +10,230 New
BCV
369
Banque Cantonale Vaudoise
Switzerland
$126K
Bessemer Group
370
Bessemer Group
New Jersey
$126K +$20.6K +1,464 +17%
AWM
371
AE Wealth Management
Kansas
$126K +$142K +10,101 New
EF
372
Empirical Finance
Pennsylvania
$125K +$142K +10,050 New
FDCDDQ
373
Federation des caisses Desjardins du Quebec
Quebec, Canada
$121K
WT
374
Whittier Trust
California
$116K
VI
375
Vestcor Inc
New Brunswick, Canada
$115K

NWL Hedge Fund Activity: Q1 2023 in Review

518 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q1 2023, worth a combined $4.94B — down 2.7% from $5.08B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of NWL and 57 opened new positions — a net loss of 14 holders — while 166 trimmed existing stakes and 215 added.

The largest buyer was Nuveen, adding an estimated $67.5M. The largest seller was BlackRock, cutting an estimated $98.4M.

  • 518 institutional investors held Newell Brands (NWL) as of Q1 2023, down from 541 in Q4 2022.
  • Funds reported $4.94B of Newell Brands stock for Q1 2023, down 2.7% quarter-over-quarter.
  • 57 funds opened new Newell Brands positions in Q1 2023 and 71 closed out, a net change of -14 holders.
  • The largest Newell Brands buyer in Q1 2023 was Nuveen, an estimated $67.5M added.
  • The largest Newell Brands seller in Q1 2023 was BlackRock, an estimated $98.4M sold.

Based on aggregated 13F filings for Q1 2023.