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Newell Brands

548 hedge funds and large institutions have $8.32B invested in Newell Brands in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 197 increasing their positions, 194 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.21% more ownership

Funds ownership: 87.13%88.34% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 194

2% less funds holding

Funds holding: 562548 (-14)

11% less call options, than puts

Call options by funds: $35.2M | Put options by funds: $39.4M

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

18% less capital invested

Capital invested by funds: $10.2B → $8.32B (-$1.85B)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
548
Holders Change
-14
Holders Change %
-2.49%
% of All Funds
9.59%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
49
Increased
197
Reduced
194
Closed
57
Calls
$35.2M
Puts
$39.4M
Net Calls
-$4.26M
Net Calls Change
-$5.39M
Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
401
Horizon Kinetics Asset Management
New York
$232K
William Blair & Company
402
William Blair & Company
Illinois
$232K +$5.03K +197 +2%
CA
403
Cetera Advisors
Colorado
$231K +$33.5K +1,311 +14%
JMPWA
404
JP Morgan Private Wealth Advisors
California
$230K +$266K +10,403 New
KRSITF
405
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$218K -$638 -25 -0.3%
FA
406
FDx Advisors
Illinois
$212K +$6.41K +251 +3%
RB
407
Rodgers Brothers
Pennsylvania
$211K -$5.24K -205 -2%
SGI
408
Summit Global Investments
Utah
$211K
LSA
409
Leonteq Securities AG
Switzerland
$209K +$3.86K +151 +2%
4WM
410
44 Wealth Management
Oregon
$205K -$1.02K -40 -0.4%
BBVA
411
Banco Bilbao Vizcaya Argentaria
Spain
$205K +$4.26K +167 +2%
QCM
412
Quantinno Capital Management
New York
$205K +$5.46K +214 +2%
NPPM
413
North Point Portfolio Managers
Ohio
$204K
Fifth Third Bancorp
414
Fifth Third Bancorp
Ohio
$181K +$3.22K +126 +2%
GWS
415
Glassman Wealth Services
Virginia
$165K +$1.12K +44 +0.6%
APA
416
American Portfolios Advisors
New York
$163K -$1.92K -75 -1%
Group One Trading
417
Group One Trading
Illinois
$158K -$532K -20,818 -75%
IA
418
IndexIQ Advisors
New York
$146K +$8.68K +340 +5%
Rockefeller Capital Management
419
Rockefeller Capital Management
New York
$133K +$29K +1,136 +23%
ACM
420
Antonetti Capital Management
Florida
$132K +$152K +5,950 New
HI
421
Harbour Investments
Wisconsin
$129K -$12.4K -486 -8%
VI
422
Vestcor Inc
New Brunswick, Canada
$125K -$19.2K -751 -12%
GWM
423
Geneos Wealth Management
Colorado
$109K -$2.43K -95 -2%
OSAM
424
O'Shaughnessy Asset Management
Connecticut
$106K +$68K +2,663 +124%
LIM
425
Longfellow Investment Management
Massachusetts
$100K

NWL Hedge Fund Activity: Q3 2021 in Review

548 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q3 2021, worth a combined $8.32B — down 18% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of NWL and 49 opened new positions — a net loss of 8 holders — while 194 trimmed existing stakes and 197 added.

The largest buyer was Victory Capital Management, adding an estimated $214M. The largest seller was BlackRock, cutting an estimated $43.8M.

  • 548 institutional investors held Newell Brands (NWL) as of Q3 2021, down from 562 in Q2 2021.
  • Funds reported $8.32B of Newell Brands stock for Q3 2021, down 18% quarter-over-quarter.
  • 49 funds opened new Newell Brands positions in Q3 2021 and 57 closed out, a net change of -8 holders.
  • The largest Newell Brands buyer in Q3 2021 was Victory Capital Management, an estimated $214M added.
  • The largest Newell Brands seller in Q3 2021 was BlackRock, an estimated $43.8M sold.

Based on aggregated 13F filings for Q3 2021.