Newell Brands
392 hedge funds and large institutions have $7.16B invested in Newell Brands in 2013 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 142 increasing their positions, 144 reducing their positions, and 37 closing their positions.
8% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 37
5% more capital invested
Capital invested by funds: $6.84B → $7.16B (+$325M)
0.4% more ownership
Funds ownership: 90.28% → 90.68% (+0.4%)
0% more funds holding
Funds holding: 391 → 392 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 144
16% less call options, than puts
Call options by funds: $11.9M | Put options by funds: $14.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$61.8M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$53.3M |
| 3 |
Neuberger Berman Group
New York
|
+$34.8M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
+$34.8M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$29.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$110M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$71.2M |
| 3 |
Bank of New York Mellon
New York
|
-$43.4M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$27.3M |
| 5 |
BG
BlackRock Group
London,
United Kingdom
|
-$26.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
426
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$16K | -595 | Closed |
|
427
Group One Trading
Chicago,
Illinois
| – | -$10.9K | -408 | Closed |
|
|
PTC
428
Private Trust Company
Cleveland,
Ohio
| – | -$5K | -205 | Closed |
|
NWL Hedge Fund Activity: Q3 2013 in Review
392 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q3 2013, worth a combined $7.16B — up 4.7% from $6.84B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new NWL positions and 37 closed out — a net gain of 3 holders — while 142 added to existing stakes and 144 trimmed.
The largest buyer was Invesco, adding an estimated $61.8M. The largest seller was AJO LP, cutting an estimated $110M.
- 392 institutional investors held Newell Brands (NWL) as of Q3 2013, up from 391 in Q2 2013.
- Funds reported $7.16B of Newell Brands stock for Q3 2013, up 4.7% quarter-over-quarter.
- 40 funds opened new Newell Brands positions in Q3 2013 and 37 closed out, a net change of +3 holders.
- The largest Newell Brands buyer in Q3 2013 was Invesco, an estimated $61.8M added.
- The largest Newell Brands seller in Q3 2013 was AJO LP, an estimated $110M sold.
Based on aggregated 13F filings for Q3 2013.