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
FFC
401
First Financial Corp
Indiana
$19K
LWA
402
Lenox Wealth Advisors
New York
$18K
WAM
403
Wolverine Asset Management
Illinois
$15K -$15K -500 -50%
OSAM
404
O'Shaughnessy Asset Management
Connecticut
$14K -$7.23M -241,478 -100%
NIM
405
NuWave Investment Management
New Jersey
$14K -$31.4K -1,050 -69%
WTB
406
Washington Trust Bank
Washington
$14K
VIA
407
Vantage Investment Advisors
Pennsylvania
$12K
EFSCE
408
Enterprise Financial Services Corp (EFSC)
Missouri
$11K -$1.95K -65 -16%
BOK
409
Bank of Kentucky
Kentucky
$11K
JWA
410
JFS Wealth Advisors
Pennsylvania
$11K +$10.8K +360 New
WA
411
WFG Advisors
Texas
$10K +$30 +1 +0.3%
GSC
412
Ground Swell Capital
South Carolina
$10K +$9.34K +312 New
BRWA
413
B. Riley Wealth Advisors
Florida
$9.61K +$9.28K +310 New
FCCM
414
First City Capital Management
Georgia
$9.3K
TRCT
415
Tower Research Capital (TRC)
New York
$9K -$2.04K -68 -18%
JFGIW
416
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K +$299 +10 +4%
NES
417
New England Securities
New York
$8K +$5.99K +200 +426%
MCM
418
Manchester Capital Management
Vermont
$7K
AF
419
Arrow Financial
New York
$6K
GAM
420
Gemmer Asset Management
California
$5K
HR
421
Howe & Rusling
New York
$4K -$449 -15 -10%
MAS
422
Madden Advisory Services
Florida
$3K
ACS
423
Archford Capital Strategies
Illinois
$2.54K +$2.45K +82 New
CAM
424
ClariVest Asset Management
California
$2K
CAW
425
Cornerstone Advisors (Washington)
Washington
$2K +$2.06K +69 New

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.