Newell Brands
404 hedge funds and large institutions have $8.23B invested in Newell Brands in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 124 increasing their positions, 170 reducing their positions, and 36 closing their positions.
279% more call options, than puts
Call options by funds: $20M | Put options by funds: $5.28M
42% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 36
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
15% more capital invested
Capital invested by funds: $7.16B → $8.23B (+$1.07B)
3% more funds holding
Funds holding: 392 → 404 (+12)
2.1% less ownership
Funds ownership: 90.68% → 88.58% (-2.1%)
27% less repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 170
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$101M |
| 2 |
Goldman Sachs
New York
|
+$38.5M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$28.3M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$26.8M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$82.2M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$55M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$31.7M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$31.4M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$31.1M |
NWL Hedge Fund Activity: Q4 2013 in Review
404 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q4 2013, worth a combined $8.23B — up 15% from $7.16B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new NWL positions and 36 closed out — a net gain of 15 holders — while 124 added to existing stakes and 170 trimmed.
The largest buyer was Capital International Investors, adding an estimated $101M. The largest seller was Janus Henderson Investors US, cutting an estimated $82.2M.
- 404 institutional investors held Newell Brands (NWL) as of Q4 2013, up from 392 in Q3 2013.
- Funds reported $8.23B of Newell Brands stock for Q4 2013, up 15% quarter-over-quarter.
- 51 funds opened new Newell Brands positions in Q4 2013 and 36 closed out, a net change of +15 holders.
- The largest Newell Brands buyer in Q4 2013 was Capital International Investors, an estimated $101M added.
- The largest Newell Brands seller in Q4 2013 was Janus Henderson Investors US, an estimated $82.2M sold.
Based on aggregated 13F filings for Q4 2013.