Newell Brands
452 hedge funds and large institutions have $9.15B invested in Newell Brands in 2014 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 138 increasing their positions, 182 reducing their positions, and 25 closing their positions.
132% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 25
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
48% more call options, than puts
Call options by funds: $12M | Put options by funds: $8.17M
6% more funds holding
Funds holding: 428 → 452 (+24)
1% more capital invested
Capital invested by funds: $9.04B → $9.15B (+$109M)
0.75% more ownership
Funds ownership: 88.03% → 88.78% (+0.75%)
24% less repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 182
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$157M |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$52.3M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$41.8M |
| 4 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$34M |
| 5 |
Goldman Sachs
New York
|
+$25.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$762M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$73.5M |
| 3 |
Bank of New York Mellon
New York
|
-$62.6M |
| 4 |
Neuberger Berman Group
New York
|
-$56.2M |
| 5 |
SA
Smithwood Advisers
Los Angeles,
California
|
-$44.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
476
One Capital Management
Westlake Village,
California
| – | -$3K | -75 | Closed |
|
477
First Manhattan
New York
| – | +$564 | +16 | New |
|
NWL Hedge Fund Activity: Q4 2014 in Review
452 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q4 2014, worth a combined $9.15B — up 1.2% from $9.04B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new NWL positions and 25 closed out — a net gain of 33 holders — while 138 added to existing stakes and 182 trimmed.
The largest buyer was Capital International Investors, adding an estimated $157M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $762M sold.
- 452 institutional investors held Newell Brands (NWL) as of Q4 2014, up from 428 in Q3 2014.
- Funds reported $9.15B of Newell Brands stock for Q4 2014, up 1.2% quarter-over-quarter.
- 58 funds opened new Newell Brands positions in Q4 2014 and 25 closed out, a net change of +33 holders.
- The largest Newell Brands buyer in Q4 2014 was Capital International Investors, an estimated $157M added.
- The largest Newell Brands seller in Q4 2014 was Americafirst Capital Management, an estimated $762M sold.
Based on aggregated 13F filings for Q4 2014.