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Newell Brands

541 hedge funds and large institutions have $9.86B invested in Newell Brands in 2021 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 156 increasing their positions, 205 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 53

26% more capital invested

Capital invested by funds: $7.81B → $9.86B (+$2.05B)

20% more call options, than puts

Call options by funds: $66.8M | Put options by funds: $55.6M

4% more funds holding

Funds holding: 518541 (+23)

0.09% more ownership

Funds ownership: 86.6%86.68% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

24% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 205

Holders
541
Holders Change
+23
Holders Change %
+4.44%
% of All Funds
9.5%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
82
Increased
156
Reduced
205
Closed
53
Calls
$66.8M
Puts
$55.6M
Net Calls
+$11.2M
Net Calls Change
+$9.01M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
426
Carroll Financial Associates
North Carolina
$95K
AA
427
Ancora Advisors
Ohio
$94K +$37.8K +1,525 +76%
CIA
428
CSat Investment Advisory
Michigan
$90K -$7.64K -308 -8%
WAM
429
Wolverine Asset Management
Illinois
$89K -$38.1K -1,537 -32%
FMII
430
Farmers & Merchants Investments Inc
Nebraska
$89K
MIFH
431
Migdal Insurance & Financial Holdings
Israel
$83K -$38.2K -1,541 -33%
FC
432
FORA Capital
Florida
$82K -$308K -12,403 -80%
GLLW
433
Graves Light Lenhart Wealth
Virginia
$80K
PA
434
Parallel Advisors
California
$74K +$521 +21 +0.8%
CSS
435
Cubist Systematic Strategies
Connecticut
$70K -$6.71M -270,652 -99%
Northwestern Mutual Wealth Management
436
Northwestern Mutual Wealth Management
Wisconsin
$64K -$30.5K -1,230 -34%
SBL
437
Sargent Bickham Lagudis
Colorado
$55K +$24.2K +975 +91%
TC
438
Truvestments Capital
Florida
$54K +$248 +10 +0.5%
HWA
439
Heritage Wealth Advisors
Virginia
$53.6K +$31K +1,250 +167%
FRA
440
Front Row Advisors
California
$53K
LWA
441
Lenox Wealth Advisors
New York
$50K
FMT
442
First Mercantile Trust
Tennessee
$47K -$3.87K -156 -8%
CTC
443
Central Trust Company
Missouri
$47K -$3.72K -150 -8%
BFC
444
Bedel Financial Consulting
Indiana
$47K
HFM
445
Harvest Fund Management
China
$46K
SIC
446
Salem Investment Counselors
North Carolina
$43K
SCM
447
Silvant Capital Management
Georgia
$41K
GRP
448
Global Retirement Partners
California
$40K
WT
449
Washington Trust
Rhode Island
$40K
ZB
450
Zions Bancorporation
Utah
$40K +$670 +27 +2%

NWL Hedge Fund Activity: Q1 2021 in Review

541 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q1 2021, worth a combined $9.86B — up 26% from $7.81B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new NWL positions and 53 closed out — a net gain of 29 holders — while 156 added to existing stakes and 205 trimmed.

The largest buyer was BlackRock, adding an estimated $79.8M. The largest seller was Franklin Resources, cutting an estimated $72.8M.

  • 541 institutional investors held Newell Brands (NWL) as of Q1 2021, up from 518 in Q4 2020.
  • Funds reported $9.86B of Newell Brands stock for Q1 2021, up 26% quarter-over-quarter.
  • 82 funds opened new Newell Brands positions in Q1 2021 and 53 closed out, a net change of +29 holders.
  • The largest Newell Brands buyer in Q1 2021 was BlackRock, an estimated $79.8M added.
  • The largest Newell Brands seller in Q1 2021 was Franklin Resources, an estimated $72.8M sold.

Based on aggregated 13F filings for Q1 2021.