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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
PP
351
Pacifica Partners
Canada
$15.2K +$14.5K +1,900 New
FFA
352
Farther Finance Advisors
California
$14.7K +$4.03K +528 +45%
DMBA
353
Deseret Mutual Benefit Administrators
Utah
$14.3K +$4.3K +564 +52%
AIM
354
Anchor Investment Management
South Carolina
$13K
FRA
355
Front Row Advisors
California
$13K
CG
356
Cutler Group
California
$13K -$62K -8,133 -84%
PTC
357
Private Trust Company
Ohio
$11.8K -$2.39K -314 -19%
CM
358
Caption Management
Oklahoma
$11.5K -$419K -54,974 -98%
SS
359
Sunbelt Securities
Texas
$11.3K
TSWM
360
Tyler-Stone Wealth Management
Ohio
$11K +$69 +9 +0.7%
PBK
361
Peoples Bank (Kansas)
Kansas
$10.5K
BC
362
Bartlett & Co
Ohio
$9K -$34.3K -4,500 -82%
BTI
363
Blue Trust Inc
Georgia
$9K +$2.01K +264 +38%
BCWM
364
Bartlett & Co Wealth Management
Ohio
$8.82K -$34.3K -4,500 -82%
CJ
365
Caitlin John
Michigan
$8.68K +$7.62K +1,000 New
PGAM
366
Princeton Global Asset Management
New Jersey
$8.68K +$7.62K +1,000 New
PWA
367
Provenance Wealth Advisors
Florida
$8.68K +$7.62K +1,000 New
MPWT
368
MassMutual Private Wealth & Trust
Connecticut
$8.12K -$3.1K -407 -30%
VL
369
Vima LLC
Michigan
$8.05K +$4.51K +591 New
RCM
370
Raleigh Capital Management
North Carolina
$7.81K +$2.06K +270 +43%
TC
371
Truvestments Capital
Florida
$7.38K
FFL
372
Financial Freedom LLC
Ohio
$6.94K +$53 +7 +0.9%
TWC
373
TD Waterhouse Canada
Ontario, Canada
$6.77K
ITIM
374
Indiana Trust & Investment Management
Indiana
$6.51K
CB
375
Community Bank
New York
$6.29K

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.