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Newell Brands

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: 416403 (-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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CA
376
Continuum Advisory
Idaho
$744
PFBT
377
Parkside Financial Bank & Trust
Missouri
$622 -$3.01K -405 -81%
BMC
378
Bear Mountain Capital
Washington
$622
CFD
379
Creative Financial Designs
Indiana
$551
RFG
380
REAP Financial Group
Texas
$501 +$7 +1 +1%
IGWM
381
ICA Group Wealth Management
Colorado
$500
HGA
382
Hobbs Group Advisors
South Carolina
$500 +$580 +78 New
SSB
383
Sandy Spring Bank
Maryland
$468
LFG
384
Larson Financial Group
Missouri
$410 +$186 +25 +64%
DWM
385
Dogwood Wealth Management
Kansas
$406
ECM
386
Everence Capital Management
Indiana
$404
SIC
387
SJS Investment Consulting
Ohio
$392
CA
388
Clearstead Advisors
Ohio
$379
AWM
389
Abound Wealth Management
Tennessee
$334
LI
390
LRI Investments
Florida
$323
SC
391
Swan Capital
Florida
$321 +$372 +50 New
AIM
392
Anchor Investment Management
South Carolina
$318 -$10.8K -1,450 -97%
S
393
Sachetta
Massachusetts
$289 -$1.5K -201 -86%
DF
394
Dunhill Financial
United Kingdom
$266
CFGS
395
Concourse Financial Group Securities
Alabama
$173 -$298 -40 -60%
TWD
396
True Wealth Design
Ohio
$129
TSMHT
397
Thurston Springer Miller Herd & Titak
Indiana
$121 +$141 +19 New
KSWA
398
Kathleen S. Wright Associates
Pennsylvania
$120
JPWM
399
Jamison Private Wealth Management
Georgia
$98 +$112 +15 New
FFA
400
Frazier Financial Advisors
Ohio
$97 +$112 +15 New

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.