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Newell Brands

458 hedge funds and large institutions have $9.99B invested in Newell Brands in 2015 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 118 increasing their positions, 204 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 33

5% more capital invested

Capital invested by funds: $9.48B → $9.99B (+$515M)

4% more funds holding

Funds holding: 441458 (+17)

0.11% more ownership

Funds ownership: 90.49%90.6% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

27% less call options, than puts

Call options by funds: $8.59M | Put options by funds: $11.8M

42% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 204

Holders
458
Holders Change
+17
Holders Change %
+3.85%
% of All Funds
12.34%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
55
Increased
118
Reduced
204
Closed
33
Calls
$8.59M
Puts
$11.8M
Net Calls
-$3.25M
Net Calls Change
-$7.73M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
401
MSI Financial Services
Massachusetts
$33K -$92.4K -2,305 -74%
WIC
402
Woodmont Investment Counsel
Tennessee
$33K +$31.8K +794 New
VIA
403
Vident Investment Advisory
Georgia
$31K +$30.5K +760 New
AW
404
Alpha Windward
Massachusetts
$30K -$9.22K -230 -24%
Lazard Asset Management
405
Lazard Asset Management
New York
$28K +$20.3K +506 +254%
CWM
406
Cranbrook Wealth Management
Michigan
$26K
FFC
407
First Financial Corp
Indiana
$25K
TF
408
Tompkins Financial
New York
$23K
HMS
409
Hanseatic Management Services
New Mexico
$23K +$160 +4 +0.7%
NCM
410
Nelson Capital Management
California
$22K
BKA
411
Brick & Kyle Associates
Pennsylvania
$21K
CCMW
412
Cypress Capital Management (Wyoming)
Wyoming
$20.6K
WTB
413
Washington Trust Bank
Washington
$19K
HDIM
414
Hanson & Doremus Investment Management
Vermont
$18K
JG
415
Jefferies Group
New York
$18K +$18K +450 New
VIA
416
Vantage Investment Advisors
Pennsylvania
$16K -$15.2K -378 -50%
JFGIW
417
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K +$922 +23 +6%
WCM
418
Wealthcare Capital Management
Virginia
$15K -$20.4K -510 -58%
JWA
419
JFS Wealth Advisors
Pennsylvania
$15K
WA
420
WFG Advisors
Texas
$15K +$3.21K +80 +28%
CB
421
Community Bank
New York
$13K
PRS
422
Pinkerton Retirement Specialists
Idaho
$13K +$12.6K +315 New
FCCM
423
First City Capital Management
Georgia
$12.3K
LWA
424
Lenox Wealth Advisors
New York
$12K -$11.3K -283 -50%
FHA
425
First Horizon Advisors
Tennessee
$12K -$561 -14 -4%

NWL Hedge Fund Activity: Q2 2015 in Review

458 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q2 2015, worth a combined $9.99B — up 5.4% from $9.48B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new NWL positions and 33 closed out — a net gain of 22 holders — while 118 added to existing stakes and 204 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $287M. The largest seller was Bank of New York Mellon, cutting an estimated $80.8M.

  • 458 institutional investors held Newell Brands (NWL) as of Q2 2015, up from 441 in Q1 2015.
  • Funds reported $9.99B of Newell Brands stock for Q2 2015, up 5.4% quarter-over-quarter.
  • 55 funds opened new Newell Brands positions in Q2 2015 and 33 closed out, a net change of +22 holders.
  • The largest Newell Brands buyer in Q2 2015 was Capital World Investors, an estimated $287M added.
  • The largest Newell Brands seller in Q2 2015 was Bank of New York Mellon, an estimated $80.8M sold.

Based on aggregated 13F filings for Q2 2015.