Newell Brands
403 hedge funds and large institutions have $2.56B invested in Newell Brands in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 132 increasing their positions, 144 reducing their positions, and 54 closing their positions.
29% more call options, than puts
Call options by funds: $20.5M | Put options by funds: $15.9M
0.99% more ownership
Funds ownership: 95.33% → 96.33% (+0.99%)
8% less repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 144
3% less funds holding
Funds holding: 416 → 403 (-13)
13% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 54
19% less capital invested
Capital invested by funds: $3.17B → $2.56B (-$610M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$80.7M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$19.9M |
| 3 |
CCPM
Cooper Creek Partners Management
New York
|
+$16.5M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$15.8M |
| 5 |
Primecap Management
Pasadena,
California
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$24.4M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$18M |
| 3 |
BlackRock
New York
|
-$16.7M |
| 4 |
Morgan Stanley
New York
|
-$15.9M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$11.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
451
Sugarloaf Wealth Management
Duluth,
Georgia
| – | -$980 | -122 | Closed |
|
|
PS
452
Principal Securities
Des Moines,
Iowa
| – | -$779 | -97 | Closed |
|
|
EBA
453
Eagle Bay Advisors
New York
| – | -$345 | -43 | Closed |
|
|
BGAI
454
Bruce G. Allen Investments
Denver,
Colorado
| – | -$337 | -42 | Closed |
|
|
IPW
455
Impact Partnership Wealth
Marietta,
Georgia
| – | -$161 | -20 | Closed |
|
|
ACA
456
Atlas Capital Advisors
Jackson,
Wyoming
| – | -$152 | -19 | Closed |
|
|
HGERS
457
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$32 | -4 | Closed |
|
458
Lazard Asset Management
New York
| – | +$402 | +54 | New |
|
NWL Hedge Fund Activity: Q2 2024 in Review
403 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q2 2024, worth a combined $2.56B — down 19% from $3.17B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of NWL and 47 opened new positions — a net loss of 7 holders — while 144 trimmed existing stakes and 132 added.
The largest buyer was Pacer Advisors, adding an estimated $80.7M. The largest seller was State Street, cutting an estimated $24.4M.
- 403 institutional investors held Newell Brands (NWL) as of Q2 2024, down from 416 in Q1 2024.
- Funds reported $2.56B of Newell Brands stock for Q2 2024, down 19% quarter-over-quarter.
- 47 funds opened new Newell Brands positions in Q2 2024 and 54 closed out, a net change of -7 holders.
- The largest Newell Brands buyer in Q2 2024 was Pacer Advisors, an estimated $80.7M added.
- The largest Newell Brands seller in Q2 2024 was State Street, an estimated $24.4M sold.
Based on aggregated 13F filings for Q2 2024.