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Newell Brands

562 hedge funds and large institutions have $10.2B invested in Newell Brands in 2021 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 204 increasing their positions, 189 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 52

4% more funds holding

Funds holding: 541562 (+21)

8% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 189

3% more capital invested

Capital invested by funds: $9.86B → $10.2B (+$305M)

3% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $42.6M

0.44% more ownership

Funds ownership: 86.68%87.13% (+0.44%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
562
Holders Change
+21
Holders Change %
+3.88%
% of All Funds
9.78%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
77
Increased
204
Reduced
189
Closed
52
Calls
$43.7M
Puts
$42.6M
Net Calls
+$1.12M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$61.8M -$6.32M -229,256 -9%
Robeco Institutional Asset Management
27
Robeco Institutional Asset Management
Netherlands
$53M +$2.94M +106,673 +6%
UBS AM
28
UBS AM
Illinois
$52.3M +$8.29M +300,756 +19%
Principal Financial Group
29
Principal Financial Group
Iowa
$49M +$24.6K +891 +0%
Swiss National Bank
30
Swiss National Bank
Switzerland
$42.8M +$245K +8,900 +0.6%
SC
31
Sasco Capital
Connecticut
$40.1M
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$39.5M +$20.4M +741,949 +107%
Ameriprise
33
Ameriprise
Minnesota
$39.3M -$671K -24,344 -2%
PPA
34
Parametric Portfolio Associates
Washington
$38.9M +$2M +72,609 +5%
MPMG
35
Minneapolis Portfolio Management Group
Minnesota
$33.6M +$346K +12,552 +1%
PFC
36
Poplar Forest Capital
California
$32.1M -$1.49M -53,895 -4%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$27.6M -$22.9M -830,955 -45%
SAM
38
Soviero Asset Management
New York
$27.5M +$8.27M +300,000 +43%
DRZID
39
DePrince Race & Zollo Inc (DRZ)
Florida
$27.4M -$2.19M -79,549 -7%
Amundi
40
Amundi
France
$27.1M +$27.2M +985,800 New
Russell Investments Group
41
Russell Investments Group
United Kingdom
$27M -$4.66M -169,091 -15%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$26M -$58.8M -2,132,530 -69%
Capital International Investors
43
Capital International Investors
California
$25.7M +$21.6M +784,452 +523%
Barclays
44
Barclays
United Kingdom
$25.2M +$6.17M +223,969 +32%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$24.9M -$1.11M -40,233 -4%
AA
46
ALPS Advisors
Colorado
$24.6M -$389K -14,123 -2%
Goldman Sachs
47
Goldman Sachs
New York
$24M -$327K -11,869 -1%
APG Asset Management
48
APG Asset Management
Netherlands
$23.6M -$2.75M -99,900 -9%
GLA
49
Great Lakes Advisors
Illinois
$22.6M -$118K -4,289 -0.5%
Wells Fargo
50
Wells Fargo
California
$21.9M -$5.59M -202,909 -20%

NWL Hedge Fund Activity: Q2 2021 in Review

562 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q2 2021, worth a combined $10.2B — up 3.1% from $9.86B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new NWL positions and 52 closed out — a net gain of 25 holders — while 204 added to existing stakes and 189 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $37.8M. The largest seller was Fidelity Investments, cutting an estimated $58.8M.

  • 562 institutional investors held Newell Brands (NWL) as of Q2 2021, up from 541 in Q1 2021.
  • Funds reported $10.2B of Newell Brands stock for Q2 2021, up 3.1% quarter-over-quarter.
  • 77 funds opened new Newell Brands positions in Q2 2021 and 52 closed out, a net change of +25 holders.
  • The largest Newell Brands buyer in Q2 2021 was Royal Bank of Canada, an estimated $37.8M added.
  • The largest Newell Brands seller in Q2 2021 was Fidelity Investments, an estimated $58.8M sold.

Based on aggregated 13F filings for Q2 2021.