We are live on ! Find out more
NWL icon

Newell Brands

428 hedge funds and large institutions have $7.56B invested in Newell Brands in 2014 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 122 increasing their positions, 183 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

399% more call options, than puts

Call options by funds: $26.8M | Put options by funds: $5.37M

21% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 42

1% more funds holding

Funds holding: 423428 (+5)

4% more capital invested

Capital invested by funds: $7.26B → $7.56B (+$298M)

0.95% more ownership

Funds ownership: 87.26%88.22% (+0.95%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

33% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 183

Holders
428
Holders Change
+5
Holders Change %
+1.18%
% of All Funds
12.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
51
Increased
122
Reduced
183
Closed
42
Calls
$26.8M
Puts
$5.37M
Net Calls
+$21.4M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
376
ClearBridge Investments
New York
$76K -$442K -14,763 -86%
LTFS
377
Ladenburg Thalmann Financial Services
Florida
$76K -$4.43K -148 -6%
OIA
378
Optimum Investment Advisors
Illinois
$76K
QBFM
379
QS Batterymarch Financial Management
New York
$71K -$138K -4,603 -67%
ARMT
380
Amica Retiree Medical Trust
Rhode Island
$68K
GIS
381
Guardian Investor Services
New York
$64K -$4.19K -140 -6%
HDIM
382
Hanson & Doremus Investment Management
Vermont
$63K
LWM
383
LBA Wealth Management
Florida
$62K
GLI
384
Guardian Life Insurance
New York
$49K -$1.02K -34 -2%
HI
385
Hudock Inc
Pennsylvania
$46K +$239 +8 +0.5%
BBHC
386
Brown Brothers Harriman & Co
New York
$42K
SAMC
387
Shinko Asset Management Company
Japan
$40K
ST
388
Stifel Trust
Missouri
$40K
IMS
389
Index Management Solutions
Pennsylvania
$36K -$3.32K -111 -9%
FHA
390
First Horizon Advisors
Tennessee
$33K +$22.5K +753 +290%
MFBTD
391
MB Financial Bank - Trust Department
Illinois
$31K -$34.7K -1,160 -54%
MMG
392
Monetary Management Group
Missouri
$31K
WT
393
Whittier Trust
California
$31K
TC
394
TradeLink Capital
Illinois
$31K +$29.9K +1,000 New
MAM
395
Mizuho Asset Management
Japan
$30K
TAM
396
Tocqueville Asset Management
New York
$28K -$265K -8,845 -91%
NCM
397
Nelson Capital Management
California
$24K +$22.9K +765 New
MFS
398
MSI Financial Services
Massachusetts
$21K +$30 +1 +0.1%
W
399
Wealthfront
California
$21K +$13.3K +443 +192%
CWM
400
Cranbrook Wealth Management
Michigan
$20K

NWL Hedge Fund Activity: Q2 2014 in Review

428 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q2 2014, worth a combined $7.56B — up 4.1% from $7.26B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new NWL positions and 42 closed out — a net gain of 9 holders — while 122 added to existing stakes and 183 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $70.7M. The largest seller was 1832 Asset Management, cutting an estimated $107M.

  • 428 institutional investors held Newell Brands (NWL) as of Q2 2014, up from 423 in Q1 2014.
  • Funds reported $7.56B of Newell Brands stock for Q2 2014, up 4.1% quarter-over-quarter.
  • 51 funds opened new Newell Brands positions in Q2 2014 and 42 closed out, a net change of +9 holders.
  • The largest Newell Brands buyer in Q2 2014 was Massachusetts Financial Services, an estimated $70.7M added.
  • The largest Newell Brands seller in Q2 2014 was 1832 Asset Management, an estimated $107M sold.

Based on aggregated 13F filings for Q2 2014.