Newell Brands
656 hedge funds and large institutions have $19.8B invested in Newell Brands in 2017 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 267 increasing their positions, 230 reducing their positions, and 83 closing their positions.
20% more call options, than puts
Call options by funds: $215M | Put options by funds: $179M
16% more repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 230
0.45% more ownership
Funds ownership: 94.4% → 94.85% (+0.45%)
4% less funds holding
Funds holding: 681 → 656 (-25)
17% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 83
19% less capital invested
Capital invested by funds: $24.4B → $19.8B (-$4.61B)
29% less funds holding in top 10
Funds holding in top 10: 17 → 12 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$442M |
| 2 |
MC
Maverick Capital
Dallas,
Texas
|
+$342M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$165M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$144M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
+$131M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$244M |
| 2 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
-$180M |
| 3 |
Goldman Sachs
New York
|
-$179M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$134M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$86.9M |
NWL Hedge Fund Activity: Q3 2017 in Review
656 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q3 2017, worth a combined $19.8B — down 19% from $24.4B a quarter earlier.
Sellers outnumbered buyers: 83 funds closed out of NWL and 69 opened new positions — a net loss of 14 holders — while 230 trimmed existing stakes and 267 added.
The largest buyer was Capital World Investors, adding an estimated $442M. The largest seller was Iridian Asset Management, exiting entirely with an estimated $244M sold.
- 656 institutional investors held Newell Brands (NWL) as of Q3 2017, down from 681 in Q2 2017.
- Funds reported $19.8B of Newell Brands stock for Q3 2017, down 19% quarter-over-quarter.
- 69 funds opened new Newell Brands positions in Q3 2017 and 83 closed out, a net change of -14 holders.
- The largest Newell Brands buyer in Q3 2017 was Capital World Investors, an estimated $442M added.
- The largest Newell Brands seller in Q3 2017 was Iridian Asset Management, an estimated $244M sold.
Based on aggregated 13F filings for Q3 2017.