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Newell Brands

566 hedge funds and large institutions have $7.2B invested in Newell Brands in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 218 increasing their positions, 189 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $44.8M | Put options by funds: $27.6M

15% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 189

14% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 59

0.51% more ownership

Funds ownership: 91.01%91.52% (+0.51%)

1% less funds holding

Funds holding: 569566 (-3)

11% less capital invested

Capital invested by funds: $8.13B → $7.2B (-$922M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
566
Holders Change
-3
Holders Change %
-0.53%
% of All Funds
9.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
67
Increased
218
Reduced
189
Closed
59
Calls
$44.8M
Puts
$27.6M
Net Calls
+$17.2M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BMSSC
401
B. Metzler seel. Sohn & Co
Germany
$214K -$64.8K -3,052 -21%
JMPWA
402
JP Morgan Private Wealth Advisors
California
$214K -$26.3K -1,237 -10%
SF
403
Symphony Financial
Texas
$214K +$236K +11,116 New
Pacer Advisors
404
Pacer Advisors
Pennsylvania
$212K -$769K -36,178 -76%
FFM
405
Forum Financial Management
Illinois
$212K +$28.1K +1,323 +14%
AWS
406
Atria Wealth Solutions
New York
$211K -$438K -20,614 -65%
II
407
Inspire Investing
Idaho
$211K +$3.59K +169 +2%
KCM
408
KRS Capital Management
Michigan
$208K -$94.5K -4,449 -29%
NA
409
NewEdge Advisors
Louisiana
$208K +$232K +10,927 New
WT
410
Whittier Trust
California
$205K +$196K +9,232 +590%
MML Investors Services
411
MML Investors Services
Massachusetts
$201K +$224K +10,564 New
LIM
412
Longfellow Investment Management
Massachusetts
$200K
Barrow, Hanley, Mewhinney & Strauss
413
Barrow, Hanley, Mewhinney & Strauss
Texas
$196K
BCV
414
Banque Cantonale Vaudoise
Switzerland
$194K -$170K -8,000 -44%
ABLA
415
Alan B. Lancz & Associates
Ohio
$193K -$10.6K -500 -5%
SA
416
Syntax Advisors
New York
$191K +$213K +10,020 New
VCG
417
Vantage Consulting Group
Virginia
$191K +$213K +10,020 New
Parallax Volatility Advisers
418
Parallax Volatility Advisers
California
$190K -$123K -5,805 -37%
VI
419
Vestcor Inc
New Brunswick, Canada
$179K +$70.9K +3,338 +55%
RCM
420
Raleigh Capital Management
North Carolina
$174K +$181K +8,525 +1,353%
SLAM
421
Swiss Life Asset Management
$165K -$71.8K -3,378 -28%
BAM
422
Byrne Asset Management
New Jersey
$139K +$60.6K +2,850 +64%
FNBOSM
423
First National Bank of South Miami
Florida
$133K +$46.3K +2,181 +45%
GWS
424
Glassman Wealth Services
Virginia
$126K -$106 -5 -0.1%
C
425
Covestor
United Kingdom
$124K -$8.05K -379 -5%

NWL Hedge Fund Activity: Q2 2022 in Review

566 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q2 2022, worth a combined $7.2B — down 11% from $8.13B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new NWL positions and 59 closed out — a net gain of 8 holders — while 218 added to existing stakes and 189 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $39.8M. The largest seller was Nuveen, cutting an estimated $116M.

  • 566 institutional investors held Newell Brands (NWL) as of Q2 2022, down from 569 in Q1 2022.
  • Funds reported $7.2B of Newell Brands stock for Q2 2022, down 11% quarter-over-quarter.
  • 67 funds opened new Newell Brands positions in Q2 2022 and 59 closed out, a net change of +8 holders.
  • The largest Newell Brands buyer in Q2 2022 was Lazard Asset Management, an estimated $39.8M added.
  • The largest Newell Brands seller in Q2 2022 was Nuveen, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2022.