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Newell Brands

486 hedge funds and large institutions have $6.36B invested in Newell Brands in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 144 increasing their positions, 197 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $5.96B → $6.36B (+$399M)

5% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 58

1% more call options, than puts

Call options by funds: $61.7M | Put options by funds: $61.4M

0% more funds holding

Funds holding: 486486 (0)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.9% less ownership

Funds ownership: 88.48%87.58% (-0.9%)

27% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 197

Holders
486
Holders Change
Holders Change %
0%
% of All Funds
9.81%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
61
Increased
144
Reduced
197
Closed
58
Calls
$61.7M
Puts
$61.4M
Net Calls
+$366K
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
451
Gradient Investments
Minnesota
$3K
SNT
452
Security National Trust
West Virginia
$3K
VCM
453
Versant Capital Management
Arizona
$3K
JCM
454
Jacobi Capital Management
Pennsylvania
$3K +$784 +47 +39%
TWA
455
TCI Wealth Advisors
Arizona
$3K +$1.02K +61 +65%
BBHC
456
Brown Brothers Harriman & Co
New York
$3K +$2.77K +166 +474%
PFS
457
Prospera Financial Services
Texas
$3K +$2.99K +179 New
HWM
458
HighMark Wealth Management
Minnesota
$3K +$3.04K +182 New
GEA
459
Glen Eagle Advisors
New Jersey
$2.57K
VFA
460
Valeo Financial Advisors
Indiana
$2K -$3.2K -192 -65%
EWM
461
Endurance Wealth Management
Rhode Island
$2K
ST
462
Smithfield Trust
Pennsylvania
$2K
TCM
463
TD Capital Management
Tennessee
$2K
EFSCE
464
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$984 +59 +70%
APC
465
Aspire Private Capital
North Carolina
$2K +$1.58K +95 New
AP
466
Atwood & Palmer
Missouri
$2K +$2.33K +140 New
SWA
467
Sutton Wealth Advisors
Florida
$1.85K
FP
468
Financial Perspectives
Minnesota
$1.72K
CHAM
469
Clear Harbor Asset Management
Connecticut
$1.61K +$1.57K +94 New
NIM
470
NuWave Investment Management
New Jersey
$1K -$28K -1,679 -97%
EW
471
Evoke Wealth
California
$1K -$2.05K -123 -75%
RA
472
Rational Advisors
New York
$1K -$1.7K -102 -69%
CFD
473
Creative Financial Designs
Indiana
$1K
FMP
474
Financial Management Professionals
Texas
$1K
PW
475
Price Wealth
Texas
$1K

NWL Hedge Fund Activity: Q3 2020 in Review

486 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q3 2020, worth a combined $6.36B — up 6.7% from $5.96B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new NWL positions and 58 closed out — a net gain of 3 holders — while 144 added to existing stakes and 197 trimmed.

The largest buyer was Invesco, adding an estimated $51.1M. The largest seller was Prudential plc, cutting an estimated $46.6M.

  • 486 institutional investors held Newell Brands (NWL) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $6.36B of Newell Brands stock for Q3 2020, up 6.7% quarter-over-quarter.
  • 61 funds opened new Newell Brands positions in Q3 2020 and 58 closed out, a net change of +3 holders.
  • The largest Newell Brands buyer in Q3 2020 was Invesco, an estimated $51.1M added.
  • The largest Newell Brands seller in Q3 2020 was Prudential plc, an estimated $46.6M sold.

Based on aggregated 13F filings for Q3 2020.