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Newell Brands

518 hedge funds and large institutions have $4.94B invested in Newell Brands in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 215 increasing their positions, 166 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $51.2M | Put options by funds: $18.8M

30% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 166

0.97% more ownership

Funds ownership: 95.23%96.2% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $5.08B → $4.94B (-$138M)

4% less funds holding

Funds holding: 541518 (-23)

20% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 71

Holders
518
Holders Change
-23
Holders Change %
-4.25%
% of All Funds
8.25%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
57
Increased
215
Reduced
166
Closed
71
Calls
$51.2M
Puts
$18.8M
Net Calls
+$32.5M
Net Calls Change
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
476
Lindbrook Capital
California
$2.71K -$4.36K -309 -59%
GRP
477
Global Retirement Partners
California
$2.6K +$663 +47 +22%
BWA
478
BDO Wealth Advisors
Florida
$2.49K
CSPIA
479
Cary Street Partners Investment Advisory
Virginia
$2.49K
TCOV
480
Trust Company of Vermont
Vermont
$2.49K
CIA
481
Cape Investment Advisory
Georgia
$2.49K +$2.82K +200 New
CT
482
Colonial Trust
South Carolina
$2.41K -$522 -37 -16%
APC
483
Aspire Private Capital
North Carolina
$2.29K -$1K -71 -28%
KFI
484
Key Financial Inc
Pennsylvania
$2.15K
CHC
485
City Holding Co
West Virginia
$1.95K
BIA
486
Bell Investment Advisors
California
$1.92K +$1.11K +79 +105%
HIA
487
Harbor Investment Advisory
Maryland
$1.85K
SC
488
SouthState Corp
Florida
$1.55K +$1.76K +125 New
SWA
489
Sutton Wealth Advisors
Florida
$1.34K -$127 -9 -8%
TWA
490
TCI Wealth Advisors
Arizona
$1.32K +$127 +9 +9%
MCM
491
MV Capital Management
Maryland
$1.29K +$1.07K +76 +271%
AAS
492
Ameritas Advisory Services
Nebraska
$1.26K +$1.45K +103 New
FP
493
Financial Perspectives
Minnesota
$1.24K
GWSG
494
GPS Wealth Strategies Group
Colorado
$1.24K +$1.41K +100 New
FCA
495
Fortis Capital Advisors
Kansas
$1.18K +$1.34K +95 New
SWM
496
Spire Wealth Management
Virginia
$1.17K -$832 -59 -39%
SIC
497
SJS Investment Consulting
Ohio
$1.13K +$268 +19 +26%
CFD
498
Creative Financial Designs
Indiana
$1.07K
FMP
499
Financial Management Professionals
Texas
$1K -$1.89K -134 -76%
DI
500
Disciplined Investments
Oklahoma
$921 +$1.04K +74 New

NWL Hedge Fund Activity: Q1 2023 in Review

518 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q1 2023, worth a combined $4.94B — down 2.7% from $5.08B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of NWL and 57 opened new positions — a net loss of 14 holders — while 166 trimmed existing stakes and 215 added.

The largest buyer was Nuveen, adding an estimated $67.5M. The largest seller was BlackRock, cutting an estimated $98.4M.

  • 518 institutional investors held Newell Brands (NWL) as of Q1 2023, down from 541 in Q4 2022.
  • Funds reported $4.94B of Newell Brands stock for Q1 2023, down 2.7% quarter-over-quarter.
  • 57 funds opened new Newell Brands positions in Q1 2023 and 71 closed out, a net change of -14 holders.
  • The largest Newell Brands buyer in Q1 2023 was Nuveen, an estimated $67.5M added.
  • The largest Newell Brands seller in Q1 2023 was BlackRock, an estimated $98.4M sold.

Based on aggregated 13F filings for Q1 2023.