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Newell Brands

518 hedge funds and large institutions have $4.94B invested in Newell Brands in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 215 increasing their positions, 166 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $51.2M | Put options by funds: $18.8M

30% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 166

0.97% more ownership

Funds ownership: 95.23%96.2% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $5.08B → $4.94B (-$138M)

4% less funds holding

Funds holding: 541518 (-23)

20% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 71

Holders
518
Holders Change
-23
Holders Change %
-4.25%
% of All Funds
8.25%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
57
Increased
215
Reduced
166
Closed
71
Calls
$51.2M
Puts
$18.8M
Net Calls
+$32.5M
Net Calls Change
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
426
Geneos Wealth Management
Colorado
$10.6K -$14.1K -997 -54%
TC
427
Truvestments Capital
Florida
$10.6K
LS
428
Livforsakringsbolaget Skandia
Sweden
$10.1K
GBT
429
Grove Bank & Trust
Florida
$10.1K +$11.4K +809 New
FFA
430
Farther Finance Advisors
California
$9.94K +$578 +41 +5%
FFL
431
Financial Freedom LLC
Ohio
$9.71K +$212 +15 +2%
SS
432
Sunbelt Securities
Texas
$9.63K +$11.3K +800 New
CSWM
433
Cassady Schiller Wealth Management
Ohio
$9.22K +$7.63K +541 +271%
TWC
434
TD Waterhouse Canada
Ontario, Canada
$9.17K +$9.88K +701 +2,596%
CB
435
Community Bank
New York
$9.02K +$10.2K +725 New
SSG
436
Summit Securities Group
New York
$9K +$5.03K +357 +94%
CWM
437
Cranbrook Wealth Management
Michigan
$8K
RCM
438
Raleigh Capital Management
North Carolina
$7.83K
SWM
439
Sugarloaf Wealth Management
Georgia
$7.74K
JWA
440
JFS Wealth Advisors
Pennsylvania
$7.48K +$1.34K +95 +19%
TCM
441
TD Capital Management
Tennessee
$7.46K +$8.46K +600 New
CA
442
Clearstead Advisors
Ohio
$7.24K +$127 +9 +2%
Jones Financial Companies
443
Jones Financial Companies
Missouri
$6.92K +$5.81K +412 +286%
QCG
444
Quadrant Capital Group
Ohio
$6.46K -$4.3K -305 -37%
CWC
445
Carolinas Wealth Consulting
North Carolina
$6.43K
PFBT
446
Parkside Financial Bank & Trust
Missouri
$6.39K +$1.13K +80 +18%
UB
447
UMB Bank
Missouri
$6.22K -$18.1K -1,287 -72%
C
448
Covestor
United Kingdom
$6K -$282 -20 -4%
CSB
449
City State Bank
Iowa
$6K
CMA
450
Cedar Mountain Advisors
Oregon
$5.91K

NWL Hedge Fund Activity: Q1 2023 in Review

518 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q1 2023, worth a combined $4.94B — down 2.7% from $5.08B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of NWL and 57 opened new positions — a net loss of 14 holders — while 166 trimmed existing stakes and 215 added.

The largest buyer was Nuveen, adding an estimated $67.5M. The largest seller was BlackRock, cutting an estimated $98.4M.

  • 518 institutional investors held Newell Brands (NWL) as of Q1 2023, down from 541 in Q4 2022.
  • Funds reported $4.94B of Newell Brands stock for Q1 2023, down 2.7% quarter-over-quarter.
  • 57 funds opened new Newell Brands positions in Q1 2023 and 71 closed out, a net change of -14 holders.
  • The largest Newell Brands buyer in Q1 2023 was Nuveen, an estimated $67.5M added.
  • The largest Newell Brands seller in Q1 2023 was BlackRock, an estimated $98.4M sold.

Based on aggregated 13F filings for Q1 2023.