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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
NICM
476
Neo Ivy Capital Management
New York
$22K +$35.8K +1,401 New
TAIM
477
TD Ameritrade Investment Management
Nebraska
$21K +$5.92K +232 +24%
AWA
478
Arkadios Wealth Advisors
Georgia
$20K +$23K +900 +15,000%
FPS
479
Fieldpoint Private Securities
Connecticut
$16K
BCM
480
Bourgeon Capital Management
Connecticut
$16K +$18.5K +725 New
EI
481
Ellevest Inc
New York
$15K +$4.67K +183 +36%
CWM
482
Cranbrook Wealth Management
Michigan
$14K
MA
483
MUFG Americas
New York
$14K +$16.4K +641 New
JFGIW
484
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K
GRP
485
Global Retirement Partners
California
$12K +$255 +10 +2%
DFCM
486
Dark Forest Capital Management
Puerto Rico
$12K +$14.2K +555 New
CMA
487
Cedar Mountain Advisors
Oregon
$11K
CAL
488
Capital Analysts LLC
Pennsylvania
$11K +$3.98K +156 +43%
ACA
489
Atlas Capital Advisors
Wyoming
$10.8K
Loomis, Sayles & Company
490
Loomis, Sayles & Company
Massachusetts
$10K +$12K +469 New
CB
491
Community Bank
New York
$9K +$10.7K +420 New
CBT
492
CoreFirst Bank & Trust
Kansas
$8K
FFA
493
Freedman Financial Associates
Massachusetts
$8K +$102 +4 +1%
ETC
494
Exchange Traded Concepts
Oklahoma
$7K -$54.3K -2,128 -87%
FFC
495
First Financial Corp
Indiana
$7K
HPC
496
HM Payson & Co
Maine
$7K
JWA
497
JFS Wealth Advisors
Pennsylvania
$7K
TFGT
498
TS Financial Group (TSFG)
Illinois
$7K
PB
499
Pinnacle Bancorp
Nebraska
$6K
TWA
500
TCI Wealth Advisors
Arizona
$6K

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.