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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
TWD
451
True Wealth Design
Ohio
$174
ACA
452
Atlas Capital Advisors
Wyoming
$164
KSWA
453
Kathleen S. Wright Associates
Pennsylvania
$155
DWA
454
Delos Wealth Advisors
Texas
$131
RF
455
Robbins Farley
New Hampshire
$87
AA
456
ALPS Advisors
Colorado
-$20.5M -2,270,343 Closed
LCM
457
Landscape Capital Management
New Jersey
-$9.57M -1,060,339 Closed
TC
458
TwinBeech Capital
New York
-$7.03M -777,968 Closed
Lazard Asset Management
459
Lazard Asset Management
New York
-$4.79M -628,227 -100%
MC
460
Martin & Co
Tennessee
-$3.23M -357,698 Closed
TC
461
Trilogy Capital
California
-$2.35M -259,890 Closed
TI
462
tru Independence
Oregon
-$1.9M -210,417 Closed
YIH
463
Y-Intercept (HK)
Hong Kong
-$1.58M -174,618 Closed
DWM
464
Dorchester Wealth Management
Quebec, Canada
-$1.48M -163,385 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
465
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.39M -153,980 Closed
First Trust Advisors
466
First Trust Advisors
Illinois
-$869K -96,204 Closed
ProShare Advisors
467
ProShare Advisors
Maryland
-$636K -70,394 Closed
Walleye Capital
468
Walleye Capital
New York
-$518K -67,974 Closed
MCM
469
Mork Capital Management
California
-$581K -64,360 Closed
Asset Management One
470
Asset Management One
Japan
-$557K -61,647 Closed
CCP
471
Clough Capital Partners
Massachusetts
-$453K -50,200 Closed
TAF
472
Tredje AP-fonden
Sweden
-$409K -45,344 Closed
Walleye Trading
473
Walleye Trading
New York
-$330K -43,294 Closed
BA
474
Bridgewater Associates
Connecticut
-$343K -38,022 Closed
BHCM
475
Boulder Hill Capital Management
New York
-$341K -37,800 Closed

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.