We are live on ! Find out more
NWL icon

Newell Brands

486 hedge funds and large institutions have $6.36B invested in Newell Brands in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 144 increasing their positions, 197 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $5.96B → $6.36B (+$399M)

5% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 58

1% more call options, than puts

Call options by funds: $61.7M | Put options by funds: $61.4M

0% more funds holding

Funds holding: 486486 (0)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.9% less ownership

Funds ownership: 88.48%87.58% (-0.9%)

27% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 197

Holders
486
Holders Change
Holders Change %
0%
% of All Funds
9.81%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
61
Increased
144
Reduced
197
Closed
58
Calls
$61.7M
Puts
$61.4M
Net Calls
+$366K
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
376
Livforsakringsbolaget Skandia
Sweden
$74K
WT
377
Whittier Trust
California
$72K -$1.85K -111 -3%
GWM
378
Geneos Wealth Management
Colorado
$71K -$35.5K -2,127 -33%
LWCFA
379
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$68K -$23.4K -1,400 -26%
DAM
380
Delta Asset Management
Tennessee
$63K -$2.33K -140 -4%
FMLI
381
Fukoku Mutual Life Insurance
Japan
$63K
CFA
382
Carroll Financial Associates
North Carolina
$62K
FMII
383
Farmers & Merchants Investments Inc
Nebraska
$57K +$51.7K +3,100 +1,403%
WAM
384
Wolverine Asset Management
Illinois
$56K -$145K -8,705 -73%
PA
385
Parallel Advisors
California
$53K +$6.61K +396 +15%
CFB
386
Cullen/Frost Bankers
Texas
$51K -$248K -14,886 -83%
Northwestern Mutual Wealth Management
387
Northwestern Mutual Wealth Management
Wisconsin
$48K +$6.76K +405 +17%
IA
388
IndexIQ Advisors
New York
$48K +$46.9K +2,814 New
AA
389
Ancora Advisors
Ohio
$47K +$12.5K +750 +38%
Nomura Holdings
390
Nomura Holdings
Japan
$44K -$701K -42,040 -94%
ASN
391
Advisory Services Network
Georgia
$42K -$196K -11,737 -83%
TPWA
392
TRUE Private Wealth Advisors
Oregon
$42K
FRA
393
Front Row Advisors
California
$41K
FMT
394
First Mercantile Trust
Tennessee
$39K +$33.8K +2,028 New
SIC
395
Salem Investment Counselors
North Carolina
$36K
Bessemer Group
396
Bessemer Group
New Jersey
$35K -$1.17K -70 -3%
WT
397
Washington Trust
Rhode Island
$35K +$8.34K +500 +33%
CLOS
398
Compagnie Lombard Odier SCmA
Switzerland
$34K
SWM
399
Sugarloaf Wealth Management
Georgia
$34K
CTC
400
Central Trust Company
Missouri
$33K +$3.92K +235 +14%

NWL Hedge Fund Activity: Q3 2020 in Review

486 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q3 2020, worth a combined $6.36B — up 6.7% from $5.96B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new NWL positions and 58 closed out — a net gain of 3 holders — while 144 added to existing stakes and 197 trimmed.

The largest buyer was Invesco, adding an estimated $51.1M. The largest seller was Prudential plc, cutting an estimated $46.6M.

  • 486 institutional investors held Newell Brands (NWL) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $6.36B of Newell Brands stock for Q3 2020, up 6.7% quarter-over-quarter.
  • 61 funds opened new Newell Brands positions in Q3 2020 and 58 closed out, a net change of +3 holders.
  • The largest Newell Brands buyer in Q3 2020 was Invesco, an estimated $51.1M added.
  • The largest Newell Brands seller in Q3 2020 was Prudential plc, an estimated $46.6M sold.

Based on aggregated 13F filings for Q3 2020.