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Newell Brands

694 hedge funds and large institutions have $21.5B invested in Newell Brands in 2017 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 255 increasing their positions, 251 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $116M | Put options by funds: $52.5M

54% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 59

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

6% more capital invested

Capital invested by funds: $20.3B → $21.5B (+$1.24B)

3% more funds holding

Funds holding: 672694 (+22)

2% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 251

0.52% more ownership

Funds ownership: 94.22%94.74% (+0.52%)

Holders
694
Holders Change
+22
Holders Change %
+3.27%
% of All Funds
17.28%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.37%
New
91
Increased
255
Reduced
251
Closed
59
Calls
$116M
Puts
$52.5M
Net Calls
+$63.7M
Net Calls Change
+$58.4M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair Investment Management
26
William Blair Investment Management
Illinois
$188M +$16.3M +342,851 +9%
EVM
27
Eaton Vance Management
Massachusetts
$187M +$1.57M +33,087 +0.8%
FAM
28
Fred Alger Management
New York
$187M -$164M -3,448,375 -47%
Franklin Resources
29
Franklin Resources
California
$182M +$7.05M +148,587 +4%
SI
30
Sentry Investments
Ontario, Canada
$175M +$75.8M +1,599,100 +76%
UBS AM
31
UBS AM
Illinois
$174M +$75M +1,581,850 +75%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$168M -$12.1M -254,625 -7%
Norges Bank
33
Norges Bank
Norway
$154M -$33.1M -697,541 -18%
MC
34
Maverick Capital
Texas
$154M -$148M -3,130,339 -49%
Luther King Capital Management (LKCM)
35
Luther King Capital Management (LKCM)
Texas
$150M +$5.45M +114,855 +4%
CGT
36
Capital Guardian Trust
California
$150M -$45.2M -953,299 -23%
Westfield Capital Management
37
Westfield Capital Management
Massachusetts
$147M +$6.44M +135,681 +5%
First Manhattan
38
First Manhattan
New York
$142M -$2.35M -49,549 -2%
Deutsche Bank
39
Deutsche Bank
Germany
$140M +$1.65M +34,825 +1%
VNIM
40
Vaughan Nelson Investment Management
Texas
$139M +$63.7M +1,343,232 +84%
FIM
41
Foresters Investment Management
New York
$118M +$190K +4,000 +0.2%
Diamond Hill Capital Management
42
Diamond Hill Capital Management
Ohio
$109M -$1.2M -25,300 -1%
Loomis, Sayles & Company
43
Loomis, Sayles & Company
Massachusetts
$109M -$34.5M -727,648 -24%
Legal & General Group
44
Legal & General Group
United Kingdom
$103M +$4.17M +87,921 +4%
Bessemer Group
45
Bessemer Group
New Jersey
$96.8M +$6.21M +130,903 +7%
Lord, Abbett & Co
46
Lord, Abbett & Co
New Jersey
$95.9M +$8.3M +175,058 +9%
CI Investments Inc
47
CI Investments Inc
Ontario, Canada
$93M -$906K -19,100 -1%
Wells Fargo
48
Wells Fargo
California
$89M +$2.26M +47,654 +3%
PP
49
Prudential plc
United Kingdom
$85.4M +$2.15M +45,400 +3%
O
50
OppenheimerFunds
New York
$84.6M -$13.6M -287,512 -14%

NWL Hedge Fund Activity: Q1 2017 in Review

694 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q1 2017, worth a combined $21.5B — up 6.1% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new NWL positions and 59 closed out — a net gain of 32 holders — while 255 added to existing stakes and 251 trimmed.

The largest buyer was BlackRock, adding an estimated $1.38B. The largest seller was Fred Alger Management, cutting an estimated $164M.

  • 694 institutional investors held Newell Brands (NWL) as of Q1 2017, up from 672 in Q4 2016.
  • Funds reported $21.5B of Newell Brands stock for Q1 2017, up 6.1% quarter-over-quarter.
  • 91 funds opened new Newell Brands positions in Q1 2017 and 59 closed out, a net change of +32 holders.
  • The largest Newell Brands buyer in Q1 2017 was BlackRock, an estimated $1.38B added.
  • The largest Newell Brands seller in Q1 2017 was Fred Alger Management, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2017.