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Newell Brands

456 hedge funds and large institutions have $3.4B invested in Newell Brands in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 122 increasing their positions, 188 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $49.7M | Put options by funds: $34.3M

2.23% more ownership

Funds ownership: 92.26%94.49% (+2.2%)

5% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 74

0% less funds holding

Funds holding: 457456 (-1)

1% less capital invested

Capital invested by funds: $3.45B → $3.4B (-$50.1M)

35% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 188

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
456
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
6.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
78
Increased
122
Reduced
188
Closed
74
Calls
$49.7M
Puts
$34.3M
Net Calls
+$15.4M
Net Calls Change
-$9.99M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
426
JFS Wealth Advisors
Pennsylvania
$990 -$1.08K -142 -55%
GWSG
427
GPS Wealth Strategies Group
Colorado
$868
BMC
428
Bear Mountain Capital
Washington
$826 +$762 +100 New
Jones Financial Companies
429
Jones Financial Companies
Missouri
$825 +$442 +58 +157%
SWM
430
Spire Wealth Management
Virginia
$766
SAM
431
Smartleaf Asset Management
Massachusetts
$758 +$656 +86 New
CFD
432
Creative Financial Designs
Indiana
$746
SIC
433
SJS Investment Consulting
Ohio
$721 +$137 +18 +28%
HGA
434
Hobbs Group Advisors
South Carolina
$677 +$595 +78 New
IGWM
435
ICA Group Wealth Management
Colorado
$677 +$595 +78 New
RFG
436
REAP Financial Group
Texas
$665 +$587 +77 New
SSB
437
Sandy Spring Bank
Maryland
$634
CFGS
438
Concourse Financial Group Securities
Alabama
$581
BWM
439
Baystate Wealth Management
Massachusetts
$570
DWM
440
Dogwood Wealth Management
Kansas
$539 +$473 +62 New
CA
441
Clearstead Advisors
Ohio
$513 -$450 -59 -50%
LFG
442
Larson Financial Group
Missouri
$339 +$297 +39 New
DF
443
Dunhill Financial
United Kingdom
$298 +$259 +34 New
AWM
444
Abound Wealth Management
Tennessee
$296 +$152 +20 +143%
AAP
445
Arax Advisory Partners
Colorado
$226 +$198 +26 New
FFC
446
First Financial Corp
Indiana
$199
BGAI
447
Bruce G. Allen Investments
Colorado
$191 +$168 +22 New
AIP
448
Ameritas Investment Partners
Nebraska
$181
AF
449
Advisornet Financial
Minnesota
$174 -$10.2K -1,336 -99%
IPW
450
Impact Partnership Wealth
Georgia
$174

NWL Hedge Fund Activity: Q4 2023 in Review

456 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q4 2023, worth a combined $3.4B — down 1.5% from $3.45B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new NWL positions and 74 closed out — a net gain of 4 holders — while 122 added to existing stakes and 188 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $82.6M. The largest seller was Nuveen, cutting an estimated $74.1M.

  • 456 institutional investors held Newell Brands (NWL) as of Q4 2023, down from 457 in Q3 2023.
  • Funds reported $3.4B of Newell Brands stock for Q4 2023, down 1.5% quarter-over-quarter.
  • 78 funds opened new Newell Brands positions in Q4 2023 and 74 closed out, a net change of +4 holders.
  • The largest Newell Brands buyer in Q4 2023 was Morgan Stanley, an estimated $82.6M added.
  • The largest Newell Brands seller in Q4 2023 was Nuveen, an estimated $74.1M sold.

Based on aggregated 13F filings for Q4 2023.