Newell Brands
672 hedge funds and large institutions have $20.3B invested in Newell Brands in 2016 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 265 increasing their positions, 235 reducing their positions, and 75 closing their positions.
17% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 75
13% more repeat investments, than reductions
Existing positions increased: 265 | Existing positions reduced: 235
11% more call options, than puts
Call options by funds: $52.2M | Put options by funds: $46.8M
0% more funds holding
Funds holding: 669 → 672 (+3)
0.08% less ownership
Funds ownership: 94.3% → 94.22% (-0.08%)
14% less capital invested
Capital invested by funds: $23.7B → $20.3B (-$3.42B)
48% less funds holding in top 10
Funds holding in top 10: 23 → 12 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$384M |
| 2 |
MC
Maverick Capital
Dallas,
Texas
|
+$219M |
| 3 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
+$77M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$61.8M |
| 5 |
Morgan Stanley
New York
|
+$58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$139M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$137M |
| 3 |
Goldman Sachs
New York
|
-$106M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$98M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$85M |
NWL Hedge Fund Activity: Q4 2016 in Review
672 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q4 2016, worth a combined $20.3B — down 14% from $23.7B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new NWL positions and 75 closed out — a net gain of 13 holders — while 265 added to existing stakes and 235 trimmed.
The largest buyer was Capital World Investors, adding an estimated $384M. The largest seller was AllianceBernstein, cutting an estimated $139M.
- 672 institutional investors held Newell Brands (NWL) as of Q4 2016, up from 669 in Q3 2016.
- Funds reported $20.3B of Newell Brands stock for Q4 2016, down 14% quarter-over-quarter.
- 88 funds opened new Newell Brands positions in Q4 2016 and 75 closed out, a net change of +13 holders.
- The largest Newell Brands buyer in Q4 2016 was Capital World Investors, an estimated $384M added.
- The largest Newell Brands seller in Q4 2016 was AllianceBernstein, an estimated $139M sold.
Based on aggregated 13F filings for Q4 2016.