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Newell Brands
NWL

403 hedge funds and large institutions have $2.56B invested in Newell Brands in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 132 increasing their positions, 144 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $15.9M

0.99% more ownership

Funds ownership: 95.33% → 96.33% (+0.99%)

8% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 144

3% less funds holding

Funds holding: 416 → 403 (-13)

13% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 54

19% less capital invested

Capital invested by funds: $3.17B → $2.56B (-$610M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
403
Holders Change
-13
Holders Change %
-3.13%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
132
Reduced
144
Closed
54
Calls
$20.5M
Puts
$15.9M
Net Calls
+$4.64M
Net Calls Change
+$7.65M

Top Buyers

Rank Fund Capital Flow
1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$80.7M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$19.9M
3
CCPM
Cooper Creek Partners Management
New York
+$16.5M
4
Fidelity International
Fidelity International
Bermuda
+$15.8M
5
Primecap Management
Primecap Management
California
+$15.7M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$24.4M
2
Marshall Wace
Marshall Wace
United Kingdom
-$18M
3
BlackRock
BlackRock
New York
-$16.7M
4
Morgan Stanley
Morgan Stanley
New York
-$15.9M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$11.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
351
TS Financial Group (TSFG)
Illinois
$2K – – –
WIM
352
Westside Investment Management
California
$1.92K – – –
AFWM
353
Abich Financial Wealth Management
Virginia
$1.92K +$2.23K +300 New
SWM
354
Spire Wealth Management
Virginia
$1.86K +$1.49K +200 +222%
BWAM
355
Boyd Watterson Asset Management
Ohio
$1.79K – – –
SIS
356
Sound Income Strategies
Florida
$1.64K -$2.98K -400 -61%
SWA
357
SOA Wealth Advisors
New York
$1.61K +$22 +3 +1%
HNB
358
Hilltop National Bank
Wyoming
$1.6K – – –
WOSD
359
WFA of San Diego
California
$1.6K +$1.86K +250 New
RA
360
Rise Advisors
New York
$1.6K +$22 +3 +1%
AF
361
Allworth Financial
California
$1.58K -$2.75K -369 -60%
AEPWM
362
Atlantic Edge Private Wealth Management
Florida
$1.28K – – –
CSWM
363
Cassady Schiller Wealth Management
Ohio
$1.28K – – –
TCOV
364
Trust Company of Vermont
Vermont
$1.28K – – –
BIA
365
Bell Investment Advisors
California
$1.19K – – –
CT
366
Colonial Trust
South Carolina
$1.17K – – –
QC
367
Quent Capital
New York
$1.14K -$7 -1 -0.6%
AF
368
Advisornet Financial
Minnesota
$1.14K +$1.17K +157 +785%
KFI
369
Key Financial Inc
Pennsylvania
$1.11K – – –
WIA
370
Wetzel Investment Advisors
Indiana
$1.04K – – –
PWMG
371
Private Wealth Management Group
New Jersey
$1.04K +$179 +24 +17%
CHC
372
City Holding Co
West Virginia
$1.01K – – –
CMP
373
Coston McIsaac & Partners
Maine
$1K +$22 +3 +1%
HIA
374
Harbor Investment Advisory
Maryland
$955 – – –
FHA
375
First Horizon Advisors
Tennessee
$910 – – –
13 14
15
16 17

NWL Hedge Fund Activity: Q2 2024 in Review

403 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q2 2024, worth a combined $2.56B — down 19% from $3.17B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of NWL and 47 opened new positions — a net loss of 7 holders — while 144 trimmed existing stakes and 132 added.

The largest buyer was Pacer Advisors, adding an estimated $80.7M. The largest seller was State Street, cutting an estimated $24.4M.

  • 403 institutional investors held Newell Brands (NWL) as of Q2 2024, down from 416 in Q1 2024.
  • Funds reported $2.56B of Newell Brands stock for Q2 2024, down 19% quarter-over-quarter.
  • 47 funds opened new Newell Brands positions in Q2 2024 and 54 closed out, a net change of -7 holders.
  • The largest Newell Brands buyer in Q2 2024 was Pacer Advisors, an estimated $80.7M added.
  • The largest Newell Brands seller in Q2 2024 was State Street, an estimated $24.4M sold.

Based on aggregated 13F filings for Q2 2024.