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Newell Brands

694 hedge funds and large institutions have $21.5B invested in Newell Brands in 2017 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 255 increasing their positions, 251 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $116M | Put options by funds: $52.5M

54% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 59

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

6% more capital invested

Capital invested by funds: $20.3B → $21.5B (+$1.24B)

3% more funds holding

Funds holding: 672694 (+22)

2% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 251

0.52% more ownership

Funds ownership: 94.22%94.74% (+0.52%)

Holders
694
Holders Change
+22
Holders Change %
+3.27%
% of All Funds
17.28%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.37%
New
91
Increased
255
Reduced
251
Closed
59
Calls
$116M
Puts
$52.5M
Net Calls
+$63.7M
Net Calls Change
+$58.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
426
Janney Montgomery Scott
Pennsylvania
$801K -$92.1K -1,942 -10%
RJT
427
Raymond James Trust
Florida
$794K +$28.3K +596 +4%
Cambridge Investment Research Advisors
428
Cambridge Investment Research Advisors
Iowa
$792K +$15K +317 +2%
BOTW
429
Bank of the West
California
$761K +$204K +4,308 +36%
VFM
430
Viking Fund Management
North Dakota
$755K +$213K +4,500 +39%
QC
431
Quadrature Capital
United Kingdom
$751K -$495K -10,438 -40%
WAM
432
Weatherly Asset Management
California
$750K +$97K +2,045 +15%
PAM
433
Princeton Alpha Management
New Jersey
$733K +$737K +15,541 New
MERSOM
434
Municipal Employees' Retirement System of Michigan
Michigan
$732K
FHAM
435
Folger Hill Asset Management
New York
$711K +$123K +2,596 +21%
SO
436
STRS Ohio
Ohio
$707K -$28.6K -603 -4%
CAL
437
Capital Analysts LLC
Pennsylvania
$701K +$99.3K +2,093 +16%
PSUF
438
People's United Financial
Connecticut
$696K +$75.7K +1,595 +12%
HPCM
439
High Pointe Capital Management
Illinois
$677K +$681K +14,350 New
FNBOO
440
First National Bank of Omaha
Nebraska
$664K +$112K +2,369 +20%
OMCS
441
Old Mutual Customised Solutions
South Africa
$660K
SEC
442
Seven Eight Capital
New York
$654K -$1.41M -29,700 -68%
BC
443
Banced Corp
Illinois
$631K -$3.75K -79 -0.6%
PFC
444
Phocas Financial Corp
California
$625K -$11.9K -250 -2%
RCAG
445
Rehmann Capital Advisory Group
Michigan
$619K +$70.3K +1,483 +13%
IB
446
Intrust Bank
Kansas
$618K -$8.82K -186 -1%
PCMM
447
Private Capital Management (Minnesota)
Minnesota
$618K
LTFS
448
Ladenburg Thalmann Financial Services
Florida
$616K -$14.1K -298 -2%
KRSITF
449
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$615K -$122K -2,574 -16%
PAG
450
Private Advisor Group
New Jersey
$610K -$55.3K -1,165 -8%

NWL Hedge Fund Activity: Q1 2017 in Review

694 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q1 2017, worth a combined $21.5B — up 6.1% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new NWL positions and 59 closed out — a net gain of 32 holders — while 255 added to existing stakes and 251 trimmed.

The largest buyer was BlackRock, adding an estimated $1.38B. The largest seller was Fred Alger Management, cutting an estimated $164M.

  • 694 institutional investors held Newell Brands (NWL) as of Q1 2017, up from 672 in Q4 2016.
  • Funds reported $21.5B of Newell Brands stock for Q1 2017, up 6.1% quarter-over-quarter.
  • 91 funds opened new Newell Brands positions in Q1 2017 and 59 closed out, a net change of +32 holders.
  • The largest Newell Brands buyer in Q1 2017 was BlackRock, an estimated $1.38B added.
  • The largest Newell Brands seller in Q1 2017 was Fred Alger Management, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2017.