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Newell Brands

518 hedge funds and large institutions have $7.81B invested in Newell Brands in 2020 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 146 increasing their positions, 195 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 48

23% more capital invested

Capital invested by funds: $6.36B → $7.81B (+$1.45B)

7% more funds holding

Funds holding: 486518 (+32)

3% more call options, than puts

Call options by funds: $69M | Put options by funds: $66.8M

0.98% less ownership

Funds ownership: 87.58%86.6% (-0.98%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

25% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 195

Holders
518
Holders Change
+32
Holders Change %
+6.58%
% of All Funds
9.17%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
86
Increased
146
Reduced
195
Closed
48
Calls
$69M
Puts
$66.8M
Net Calls
+$2.18M
Net Calls Change
+$1.81M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
401
Cullen/Frost Bankers
Texas
$63K -$312 -16 -0.5%
PA
402
Parallel Advisors
California
$58K -$7.18K -368 -12%
SFS
403
Sowell Financial Services
Arkansas
$54K +$50K +2,565 New
BWM
404
Birchcreek Wealth Management
Ohio
$53K +$48.8K +2,500 New
O
405
Ossiam
France
$51K +$47K +2,412 New
Bessemer Group
406
Bessemer Group
New Jersey
$44K
SWM
407
Sugarloaf Wealth Management
Georgia
$43K
KC
408
Kinloch Capital
Virginia
$43K +$39.2K +2,010 New
AA
409
Ancora Advisors
Ohio
$42K -$14.6K -750 -27%
CLOS
410
Compagnie Lombard Odier SCmA
Switzerland
$42K
FCA
411
FinTrust Capital Advisors
South Carolina
$42K
FRA
412
Front Row Advisors
California
$42K
TC
413
Truvestments Capital
Florida
$42K +$39.5K +2,023 New
FMT
414
First Mercantile Trust
Tennessee
$41K -$2.15K -110 -5%
CTC
415
Central Trust Company
Missouri
$41K
LWA
416
Lenox Wealth Advisors
New York
$39K
BFC
417
Bedel Financial Consulting
Indiana
$37K
WIM
418
Westside Investment Management
California
$36.1K -$48.8K -2,500 -56%
AIL
419
AGF Investments LLC
Ontario, Canada
$36K -$254K -13,029 -88%
HFM
420
Harvest Fund Management
China
$36K +$33.8K +1,735 New
SIC
421
Salem Investment Counselors
North Carolina
$34K -$9.75K -500 -24%
Lazard Asset Management
422
Lazard Asset Management
New York
$33K +$30.6K +1,569 New
WT
423
Washington Trust
Rhode Island
$32K -$9.75K -500 -25%
SCM
424
Silvant Capital Management
Georgia
$32K
GRP
425
Global Retirement Partners
California
$32K +$5.85K +300 +25%

NWL Hedge Fund Activity: Q4 2020 in Review

518 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q4 2020, worth a combined $7.81B — up 23% from $6.36B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new NWL positions and 48 closed out — a net gain of 38 holders — while 146 added to existing stakes and 195 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $37.8M. The largest seller was BlackRock, cutting an estimated $42.2M.

  • 518 institutional investors held Newell Brands (NWL) as of Q4 2020, up from 486 in Q3 2020.
  • Funds reported $7.81B of Newell Brands stock for Q4 2020, up 23% quarter-over-quarter.
  • 86 funds opened new Newell Brands positions in Q4 2020 and 48 closed out, a net change of +38 holders.
  • The largest Newell Brands buyer in Q4 2020 was Bank of New York Mellon, an estimated $37.8M added.
  • The largest Newell Brands seller in Q4 2020 was BlackRock, an estimated $42.2M sold.

Based on aggregated 13F filings for Q4 2020.