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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
LWA
401
Lenox Wealth Advisors
New York
$32K
BFC
402
Bedel Financial Consulting
Indiana
$30K
WIM
403
Westside Investment Management
California
$29.2K +$8.34K +500 +13%
GT
404
Glenmede Trust
Pennsylvania
$28K +$4.92K +295 +22%
QT
405
Quantbot Technologies
New York
$28K +$27.9K +1,675 New
SCM
406
Silvant Capital Management
Georgia
$26K
Acadian Asset Management
407
Acadian Asset Management
Massachusetts
$26K +$25.5K +1,526 New
ZB
408
Zions Bancorporation
Utah
$25K +$317 +19 +1%
CFGS
409
Concourse Financial Group Securities
Alabama
$23K +$250 +15 +1%
CAL
410
Capital Analysts LLC
Pennsylvania
$22K
LFG
411
LifePlan Financial Group
Ohio
$21K -$23.2K -1,390 -54%
GRP
412
Global Retirement Partners
California
$21K -$6.79K -407 -25%
AA
413
AlphaMark Advisors
Kentucky
$21K -$4.17K -250 -17%
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$21K
TAIM
415
TD Ameritrade Investment Management
Nebraska
$21K +$20.3K +1,214 New
WTC
416
WhitTier Trust Company
Nevada
$19K
NFG
417
Next Financial Group
Texas
$18K +$17.2K +1,030 New
SBL
418
Sargent Bickham Lagudis
Colorado
$18K +$17.9K +1,075 +53,750%
RFA
419
Reilly Financial Advisors
California
$17K
CI
420
CX Institutional
Indiana
$17K +$12.9K +775 +319%
CAW
421
Cornerstone Advisors (Washington)
Washington
$15K +$917 +55 +7%
HFRG
422
Houlihan Financial Resource Group
Virginia
$15K +$12.9K +775 New
Millennium Management
423
Millennium Management
New York
$14.6K -$571K -34,247 -4%
BFEC
424
Benjamin F. Edwards & Company
Missouri
$14K +$13.5K +810 New
PB
425
Pinnacle Bancorp
Nebraska
$13K

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.