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Newell Brands

456 hedge funds and large institutions have $3.4B invested in Newell Brands in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 122 increasing their positions, 188 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $49.7M | Put options by funds: $34.3M

2.23% more ownership

Funds ownership: 92.26%94.49% (+2.2%)

5% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 74

0% less funds holding

Funds holding: 457456 (-1)

1% less capital invested

Capital invested by funds: $3.45B → $3.4B (-$50.1M)

35% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 188

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
456
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
6.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
78
Increased
122
Reduced
188
Closed
74
Calls
$49.7M
Puts
$34.3M
Net Calls
+$15.4M
Net Calls Change
-$9.99M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
476
IEQ Capital
California
-$287K -31,755 Closed
SCM
477
SevenOneSeven Capital Management
Pennsylvania
-$167K -25,004 Closed
SM
478
Sciencast Management
New Jersey
-$225K -24,894 Closed
HF
479
HRT Financial
New York
-$217K -24,137 Closed
BIAS
480
Beacon Investment Advisory Services
New Jersey
-$193K -21,330 Closed
TSS
481
Two Sigma Securities
New York
-$162K -21,270 Closed
MNBTD
482
Moody National Bank Trust Division
Texas
-$169K -18,668 Closed
Capstone Investment Advisors
483
Capstone Investment Advisors
New York
-$167K -18,509 Closed
LCM
484
Laurion Capital Management
New York
-$159K -17,645 Closed
CCM
485
Coldstream Capital Management
Washington
-$157K -17,423 Closed
DG
486
DMC Group
Alabama
-$153K -16,940 Closed
LIG
487
Lokken Investment Group
Delaware
-$151K -16,722 Closed
CIAS
488
Capital Investment Advisory Services
North Carolina
-$147K -16,327 Closed
WDL
489
Well Done LLC
Michigan
-$139K -15,362 Closed
IWA
490
IVC Wealth Advisors
Pennsylvania
-$133K -14,741 Closed
SGCA
491
Steel Grove Capital Advisors
Tennessee
-$123K -13,579 Closed
ONB
492
Old National Bancorp
Indiana
-$118K -13,115 Closed
SPC
493
Sigma Planning Corp
Michigan
-$99.2K -13,009 Closed
CCB
494
Cutter & Co Brokerage
Missouri
-$116K -12,800 Closed
QC
495
Quadrature Capital
United Kingdom
-$108K -12,006 Closed
PFM
496
Patton Fund Management
Texas
-$104K -11,558 Closed
SF
497
Synovus Financial
Georgia
-$102K -11,255 Closed
CIC
498
Crawford Investment Counsel
Georgia
-$97.3K -10,770 Closed
OC
499
Oppenheimer & Co
New York
-$92.6K -10,259 Closed
DAM
500
Delta Asset Management
Tennessee
-$85.2K -9,430 Closed

NWL Hedge Fund Activity: Q4 2023 in Review

456 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q4 2023, worth a combined $3.4B — down 1.5% from $3.45B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new NWL positions and 74 closed out — a net gain of 4 holders — while 122 added to existing stakes and 188 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $82.6M. The largest seller was Nuveen, cutting an estimated $74.1M.

  • 456 institutional investors held Newell Brands (NWL) as of Q4 2023, down from 457 in Q3 2023.
  • Funds reported $3.4B of Newell Brands stock for Q4 2023, down 1.5% quarter-over-quarter.
  • 78 funds opened new Newell Brands positions in Q4 2023 and 74 closed out, a net change of +4 holders.
  • The largest Newell Brands buyer in Q4 2023 was Morgan Stanley, an estimated $82.6M added.
  • The largest Newell Brands seller in Q4 2023 was Nuveen, an estimated $74.1M sold.

Based on aggregated 13F filings for Q4 2023.