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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
CBT
451
CoreFirst Bank & Trust
Kansas
$5.79K
RA
452
Rise Advisors
New York
$5.77K +$1.54K +109 +31%
SIS
453
Strategic Investment Solutions
Illinois
$5.4K +$6.12K +434 New
OLVIG
454
Oliver Lagore Vanvalin Investment Group
Michigan
$4.98K +$5.64K +400 New
VCM
455
Versant Capital Management
Arizona
$4.49K +$2.51K +178 +97%
CWM
456
CarsonAllaria Wealth Management
Illinois
$4.29K +$99 +7 +2%
FFC
457
First Financial Corp
Indiana
$4.29K
Commonwealth Equity Services
458
Commonwealth Equity Services
Massachusetts
$4.08K +$231K +16,352 +5%
QC
459
Quent Capital
New York
$4.01K -$2.68K -190 -37%
RMC
460
Resources Management Corp
Connecticut
$4K -$97.9K -6,940 -99%
TFGT
461
TS Financial Group (TSFG)
Illinois
$4K
HGERS
462
Householder Group Estate & Retirement Specialist
Arizona
$4K +$4.71K +334 New
SWA
463
SOA Wealth Advisors
New York
$3.93K +$56 +4 +1%
HCM
464
Hollencrest Capital Management
California
$3.73K
WIM
465
Westside Investment Management
California
$3.73K
BWAM
466
Boyd Watterson Asset Management
Ohio
$3.47K
PB
467
Pinnacle Bancorp
Nebraska
$3.43K
FMII
468
Farmers & Merchants Investments Inc
Nebraska
$3.31K
MPWT
469
MassMutual Private Wealth & Trust
Connecticut
$3.23K +$2.41K +171 +192%
SC
470
Schubert & Co
Texas
$3.17K +$550 +39 +18%
PFG
471
Piershale Financial Group
Illinois
$3.11K
CMP
472
Coston McIsaac & Partners
Maine
$3K +$56 +4 +2%
WTA
473
Washington Trust Advisors
Massachusetts
$2.99K
EARNEST Partners
474
EARNEST Partners
Georgia
$2.95K
WTC
475
WhitTier Trust Company
Nevada
$2.94K

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.