We are live on ! Find out more
NWL icon

Newell Brands

548 hedge funds and large institutions have $8.32B invested in Newell Brands in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 197 increasing their positions, 194 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.21% more ownership

Funds ownership: 87.13%88.34% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 194

2% less funds holding

Funds holding: 562548 (-14)

11% less call options, than puts

Call options by funds: $35.2M | Put options by funds: $39.4M

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

18% less capital invested

Capital invested by funds: $10.2B → $8.32B (-$1.85B)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
548
Holders Change
-14
Holders Change %
-2.49%
% of All Funds
9.59%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
49
Increased
197
Reduced
194
Closed
57
Calls
$35.2M
Puts
$39.4M
Net Calls
-$4.26M
Net Calls Change
-$5.39M
Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
451
Deseret Mutual Benefit Administrators
Utah
$55K -$34.6K -1,356 -35%
SBL
452
Sargent Bickham Lagudis
Colorado
$49K
EBA
453
Eagle Bay Advisors
New York
$45K +$6.26K +245 +14%
SWM
454
Sugarloaf Wealth Management
Georgia
$44K
BCA
455
Berman Capital Advisors
Georgia
$43K +$14K +547 +39%
LWA
456
Lenox Wealth Advisors
New York
$41K
BFC
457
Bedel Financial Consulting
Indiana
$39K
PK
458
Pflug Koory
Nebraska
$38K -$76.6K -3,000 -63%
AF
459
Advisornet Financial
Minnesota
$37K +$4.93K +193 +13%
FMT
460
First Mercantile Trust
Tennessee
$36K -$1.51K -59 -4%
TC
461
Truvestments Capital
Florida
$36K +$179 +7 +0.4%
SIC
462
Salem Investment Counselors
North Carolina
$35K
SCM
463
Silvant Capital Management
Georgia
$34K
CWC
464
Carolinas Wealth Consulting
North Carolina
$34K +$179 +7 +0.5%
ZB
465
Zions Bancorporation
Utah
$34K +$868 +34 +2%
PFGIA
466
Patriot Financial Group Insurance Agency
Massachusetts
$34K +$25K +980 +170%
FRA
467
Front Row Advisors
California
$33K
T
468
TOBAM
France
$33K
WT
469
Washington Trust
Rhode Island
$33K
CI
470
CX Institutional
Indiana
$30K -$230 -9 -0.7%
Koshinski Asset Management
471
Koshinski Asset Management
Illinois
$28.8K +$33.2K +1,300 New
CFA
472
Cahill Financial Advisors
Minnesota
$26K +$30.6K +1,198 New
RFA
473
Reilly Financial Advisors
California
$22K
VRM
474
Vectors Research Management
New York
$22K
WB
475
Webster Bank
Connecticut
$22K +$25.5K +1,000 New

NWL Hedge Fund Activity: Q3 2021 in Review

548 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q3 2021, worth a combined $8.32B — down 18% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of NWL and 49 opened new positions — a net loss of 8 holders — while 194 trimmed existing stakes and 197 added.

The largest buyer was Victory Capital Management, adding an estimated $214M. The largest seller was BlackRock, cutting an estimated $43.8M.

  • 548 institutional investors held Newell Brands (NWL) as of Q3 2021, down from 562 in Q2 2021.
  • Funds reported $8.32B of Newell Brands stock for Q3 2021, down 18% quarter-over-quarter.
  • 49 funds opened new Newell Brands positions in Q3 2021 and 57 closed out, a net change of -8 holders.
  • The largest Newell Brands buyer in Q3 2021 was Victory Capital Management, an estimated $214M added.
  • The largest Newell Brands seller in Q3 2021 was BlackRock, an estimated $43.8M sold.

Based on aggregated 13F filings for Q3 2021.