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Newell Brands

607 hedge funds and large institutions have $7.82B invested in Newell Brands in 2018 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 180 increasing their positions, 253 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 103

1% less funds holding

Funds holding: 613607 (-6)

8.35% less ownership

Funds ownership: 98.52%90.17% (-8.3%)

17% less capital invested

Capital invested by funds: $9.45B → $7.82B (-$1.63B)

20% less call options, than puts

Call options by funds: $123M | Put options by funds: $154M

29% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 253

Holders
607
Holders Change
-6
Holders Change %
-0.98%
% of All Funds
13.52%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
103
Increased
180
Reduced
253
Closed
103
Calls
$123M
Puts
$154M
Net Calls
-$31.5M
Net Calls Change
+$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ERSOT
376
Employees Retirement System of Texas
Texas
$394K
Creative Planning
377
Creative Planning
Kansas
$389K -$206K -10,363 -33%
TIA
378
Trust Investment Advisors
Indiana
$379K -$331K -16,650 -45%
PK
379
Pflug Koory
Nebraska
$359K -$13.5K -680 -3%
ClearBridge Investments
380
ClearBridge Investments
New York
$359K
FHA
381
First Horizon Advisors
Tennessee
$357K +$147K +7,411 +63%
DTL
382
Dynamic Technology Lab
Singapore
$355K -$1.26M -63,267 -77%
SI
383
Stephens Inc
Arkansas
$354K -$7.96K -400 -2%
RB
384
Rodgers Brothers
Pennsylvania
$353K -$62.6K -3,150 -14%
Thrivent Financial for Lutherans
385
Thrivent Financial for Lutherans
Minnesota
$353K -$8.92M -448,442 -96%
ACM
386
Argyle Capital Management
Pennsylvania
$348K
RI
387
Ridgewood Investments
New Jersey
$347K
KRS
388
Kentucky Retirement Systems
Kentucky
$347K +$3.36K +169 +0.9%
WCM
389
Whitener Capital Management
North Carolina
$344K +$11.9K +599 +3%
BA
390
Bristol Advisors
Pennsylvania
$340K +$364K +18,300 New
SACTSONJ
391
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$335K -$139K -7,000 -28%
TAM
392
Tyers Asset Management
Texas
$330K -$57.6K -2,896 -14%
Calamos Advisors
393
Calamos Advisors
Illinois
$326K
Marshall Wace
394
Marshall Wace
United Kingdom
$324K +$346K +17,404 New
Daiwa Securities Group
395
Daiwa Securities Group
Japan
$322K
VCM
396
Vivaldi Capital Management
Illinois
$321K +$343K +17,263 New
MERSOM
397
Municipal Employees' Retirement System of Michigan
Michigan
$315K +$337K +16,970 New
Baird Financial Group
398
Baird Financial Group
Wisconsin
$314K +$97.5K +4,900 +41%
ARM
399
Adirondack Research & Management
New York
$312K -$211K -10,618 -39%
PAG
400
Private Advisor Group
New Jersey
$309K +$92.8K +4,666 +39%

NWL Hedge Fund Activity: Q4 2018 in Review

607 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q4 2018, worth a combined $7.82B — down 17% from $9.45B a quarter earlier.

Fund positioning in NWL was balanced in Q4 2018: 103 funds opened new positions, 103 closed out, 180 added to existing stakes and 253 trimmed.

The largest buyer was BlackRock, adding an estimated $69M. The largest seller was Glenview Capital Management, exiting entirely with an estimated $394M sold.

  • 607 institutional investors held Newell Brands (NWL) as of Q4 2018, down from 613 in Q3 2018.
  • Funds reported $7.82B of Newell Brands stock for Q4 2018, down 17% quarter-over-quarter.
  • 103 funds opened new Newell Brands positions in Q4 2018 and 103 closed out, a net change of 0 holders.
  • The largest Newell Brands buyer in Q4 2018 was BlackRock, an estimated $69M added.
  • The largest Newell Brands seller in Q4 2018 was Glenview Capital Management, an estimated $394M sold.

Based on aggregated 13F filings for Q4 2018.