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Newell Brands

566 hedge funds and large institutions have $7.2B invested in Newell Brands in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 218 increasing their positions, 189 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $44.8M | Put options by funds: $27.6M

15% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 189

14% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 59

0.51% more ownership

Funds ownership: 91.01%91.52% (+0.51%)

1% less funds holding

Funds holding: 569566 (-3)

11% less capital invested

Capital invested by funds: $8.13B → $7.2B (-$922M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
566
Holders Change
-3
Holders Change %
-0.53%
% of All Funds
9.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
67
Increased
218
Reduced
189
Closed
59
Calls
$44.8M
Puts
$27.6M
Net Calls
+$17.2M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
476
American Portfolios Advisors
New York
$22.8K +$106 +5 +0.4%
EWA
477
EverSource Wealth Advisors
Alabama
$22K -$8.37K -394 -25%
TSWM
478
Tyler-Stone Wealth Management
Ohio
$22K -$212 -10 -0.8%
AF
479
Advisornet Financial
Minnesota
$21K +$319 +15 +1%
Carson Wealth (CWM LLC)
480
Carson Wealth (CWM LLC)
Nebraska
$20K -$20.5K -966 -48%
PK
481
Pflug Koory
Nebraska
$19K -$3.19K -150 -13%
QC
482
Quent Capital
New York
$18K -$2.32K -109 -11%
SSG
483
Summit Securities Group
New York
$18K +$13K +613 +173%
BTI
484
Blue Trust Inc
Georgia
$18K +$17.8K +838 New
HNWAG
485
High Net Worth Advisory Group
Florida
$16K
UB
486
UMB Bank
Missouri
$16K
CBT
487
CoreFirst Bank & Trust
Kansas
$16K +$9.88K +465 +128%
GM
488
GeoWealth Management
Illinois
$16K +$17.7K +833 New
TC
489
Truvestments Capital
Florida
$16K +$18.1K +850 New
WTA
490
Washington Trust Advisors
Massachusetts
$14K -$4.25K -200 -21%
JWA
491
JFS Wealth Advisors
Pennsylvania
$13K +$3.4K +160 +30%
HPC
492
HM Payson & Co
Maine
$13K +$14.8K +697 New
Jones Financial Companies
493
Jones Financial Companies
Missouri
$12K -$37.9K -1,786 -74%
CWM
494
Cranbrook Wealth Management
Michigan
$12K
SC
495
SouthState Corp
Florida
$12K +$13.4K +630 New
TAIM
496
TD Ameritrade Investment Management
Nebraska
$10K -$12.7K -599 -52%
CWC
497
Carolinas Wealth Consulting
North Carolina
$10K -$5.48K -258 -33%
CSB
498
City State Bank
Iowa
$10K
CMA
499
Cedar Mountain Advisors
Oregon
$9K
RA
500
Rise Advisors
New York
$9K +$127 +6 +1%

NWL Hedge Fund Activity: Q2 2022 in Review

566 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q2 2022, worth a combined $7.2B — down 11% from $8.13B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new NWL positions and 59 closed out — a net gain of 8 holders — while 218 added to existing stakes and 189 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $39.8M. The largest seller was Nuveen, cutting an estimated $116M.

  • 566 institutional investors held Newell Brands (NWL) as of Q2 2022, down from 569 in Q1 2022.
  • Funds reported $7.2B of Newell Brands stock for Q2 2022, down 11% quarter-over-quarter.
  • 67 funds opened new Newell Brands positions in Q2 2022 and 59 closed out, a net change of +8 holders.
  • The largest Newell Brands buyer in Q2 2022 was Lazard Asset Management, an estimated $39.8M added.
  • The largest Newell Brands seller in Q2 2022 was Nuveen, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2022.