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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
HCP
376
Hexagon Capital Partners
Arkansas
$6.1K -$3.67K -482 -41%
SIS
377
Sound Income Strategies
Florida
$5.8K +$587 +77 +13%
National Bank of Canada
378
National Bank of Canada
Quebec, Canada
$5.77K -$17.1K -2,249 -77%
CWM
379
Cranbrook Wealth Management
Michigan
$5.58K
SWM
380
Sugarloaf Wealth Management
Georgia
$5.4K
Toronto Dominion Bank
381
Toronto Dominion Bank
Ontario, Canada
$5.25K -$22.9K -3,000 -83%
TCM
382
TD Capital Management
Tennessee
$5.21K -$4.57K -600 -50%
FFO
383
Fortitude Family Office
Arizona
$5.09K +$4.47K +587 New
AF
384
Allworth Financial
California
$5.06K +$717 +94 +19%
CI Investments Inc
385
CI Investments Inc
Ontario, Canada
$5K -$282 -37 -6%
LC
386
Lindbrook Capital
California
$4.63K -$6.43K -844 -61%
UB
387
UMB Bank
Missouri
$4.34K -$4.89K -642 -56%
EBA
388
Eagle Bay Advisors
New York
$4.06K -$14K -1,838 -80%
CBT
389
CoreFirst Bank & Trust
Kansas
$4.04K
BIA
390
Bell Investment Advisors
California
$4.01K +$2.67K +350 +313%
CSB
391
City State Bank
Iowa
$4K
PFBT
392
Parkside Financial Bank & Trust
Missouri
$3.79K -$4.43K -581 -57%
BFA
393
BBJS Financial Advisors
Washington
$3.47K -$762 -100 -20%
OLVIG
394
Oliver Lagore Vanvalin Investment Group
Michigan
$3.47K
FHA
395
First Horizon Advisors
Tennessee
$3.4K -$254K -33,334 -99%
FMII
396
Farmers & Merchants Investments Inc
Nebraska
$3.13K +$107 +14 +4%
CWM
397
CarsonAllaria Wealth Management
Illinois
$3.05K +$15 +2 +0.6%
RMC
398
Resources Management Corp
Connecticut
$3K -$3.43K -450 -56%
TFGT
399
TS Financial Group (TSFG)
Illinois
$3K
BHWM
400
Beaird Harris Wealth Management
Texas
$2.85K +$2.5K +328 New

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.