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Newell Brands

548 hedge funds and large institutions have $8.32B invested in Newell Brands in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 197 increasing their positions, 194 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.21% more ownership

Funds ownership: 87.13%88.34% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 194

2% less funds holding

Funds holding: 562548 (-14)

11% less call options, than puts

Call options by funds: $35.2M | Put options by funds: $39.4M

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

18% less capital invested

Capital invested by funds: $10.2B → $8.32B (-$1.85B)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
548
Holders Change
-14
Holders Change %
-2.49%
% of All Funds
9.59%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
49
Increased
197
Reduced
194
Closed
57
Calls
$35.2M
Puts
$39.4M
Net Calls
-$4.26M
Net Calls Change
-$5.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$48.6M -$1.38M -54,052 -2%
Morgan Stanley
27
Morgan Stanley
New York
$46.5M -$7.78M -304,626 -13%
UBS AM
28
UBS AM
Illinois
$43.1M +$1.02M +39,996 +2%
Ameriprise
29
Ameriprise
Minnesota
$37.3M +$6.51M +255,087 +18%
SC
30
Sasco Capital
Connecticut
$35M +$3.11M +121,580 +8%
Swiss National Bank
31
Swiss National Bank
Switzerland
$33.6M -$1.09M -42,700 -3%
Amundi
32
Amundi
France
$32.1M +$11.9M +463,998 +47%
Robeco Institutional Asset Management
33
Robeco Institutional Asset Management
Netherlands
$31.8M -$12.6M -493,083 -26%
PPA
34
Parametric Portfolio Associates
Washington
$31.3M -$155K -6,087 -0.4%
MPMG
35
Minneapolis Portfolio Management Group
Minnesota
$26.7M -$396K -15,510 -1%
PFC
36
Poplar Forest Capital
California
$25.1M -$835K -32,714 -3%
DRZID
37
DePrince Race & Zollo Inc (DRZ)
Florida
$25.1M +$3.41M +133,580 +13%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$21.9M +$88.3K +3,456 +0.4%
APG Asset Management
39
APG Asset Management
Netherlands
$21M +$2.13M +83,500 +8%
Goldman Sachs
40
Goldman Sachs
New York
$21M +$1.91M +74,826 +9%
Capital International Investors
41
Capital International Investors
California
$20.7M
AA
42
ALPS Advisors
Colorado
$20.6M +$822K +32,182 +4%
Wells Fargo
43
Wells Fargo
California
$19.9M +$2.51M +98,318 +12%
First Trust Advisors
44
First Trust Advisors
Illinois
$19.8M +$17.6M +689,494 +335%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$19M -$1.28M -50,011 -6%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$18.1M +$3.2M +125,248 +18%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$17.8M +$1.33M +52,263 +8%
GLA
48
Great Lakes Advisors
Illinois
$17.7M -$536K -20,986 -3%
CGPCS
49
Capital Group Private Client Services
California
$17.7M +$20.4M +797,807 New
UBS Group
50
UBS Group
Switzerland
$17M +$5.41M +211,770 +38%

NWL Hedge Fund Activity: Q3 2021 in Review

548 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q3 2021, worth a combined $8.32B — down 18% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of NWL and 49 opened new positions — a net loss of 8 holders — while 194 trimmed existing stakes and 197 added.

The largest buyer was Victory Capital Management, adding an estimated $214M. The largest seller was BlackRock, cutting an estimated $43.8M.

  • 548 institutional investors held Newell Brands (NWL) as of Q3 2021, down from 562 in Q2 2021.
  • Funds reported $8.32B of Newell Brands stock for Q3 2021, down 18% quarter-over-quarter.
  • 49 funds opened new Newell Brands positions in Q3 2021 and 57 closed out, a net change of -8 holders.
  • The largest Newell Brands buyer in Q3 2021 was Victory Capital Management, an estimated $214M added.
  • The largest Newell Brands seller in Q3 2021 was BlackRock, an estimated $43.8M sold.

Based on aggregated 13F filings for Q3 2021.