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Newell Brands

694 hedge funds and large institutions have $21.5B invested in Newell Brands in 2017 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 255 increasing their positions, 251 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $116M | Put options by funds: $52.5M

54% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 59

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

6% more capital invested

Capital invested by funds: $20.3B → $21.5B (+$1.24B)

3% more funds holding

Funds holding: 672694 (+22)

2% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 251

0.52% more ownership

Funds ownership: 94.22%94.74% (+0.52%)

Holders
694
Holders Change
+22
Holders Change %
+3.27%
% of All Funds
17.28%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.37%
New
91
Increased
255
Reduced
251
Closed
59
Calls
$116M
Puts
$52.5M
Net Calls
+$63.7M
Net Calls Change
+$58.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
501
Argent Trust
Texas
$400K +$73.5K +1,549 +22%
FMC
502
First Merchants Corp
Indiana
$396K
LS
503
Livforsakringsbolaget Skandia
Sweden
$392K -$664K -14,000 -63%
SI
504
Scout Investments
Missouri
$388K +$30.3K +638 +8%
Tudor Investment Corp
505
Tudor Investment Corp
Connecticut
$386K +$388K +8,187 New
OIA
506
Optimum Investment Advisors
Illinois
$377K
ACM
507
Alta Capital Management
Utah
$370K
TG
508
TLP Group
Illinois
$369K +$213K +4,484 +134%
GA
509
Geneva Advisors
Illinois
$367K +$17.7K +374 +5%
JDR
510
Jay D. Rosenbaum
$363K +$366K +7,710 New
LIA
511
LBMC Investment Advisors
Tennessee
$353K -$3.75K -79 -1%
Cerity Partners
512
Cerity Partners
New York
$351K +$353K +7,441 New
MBT
513
Montecito Bank & Trust
California
$347K -$21.1K -444 -6%
Wolverine Trading
514
Wolverine Trading
Illinois
$347K +$347K +7,317 New
DI
515
Diligent Investors
California
$341K -$2.37K -50 -0.7%
Fifth Third Bancorp
516
Fifth Third Bancorp
Ohio
$337K +$1.85K +39 +0.5%
SF
517
Synovus Financial
Georgia
$336K -$5.93K -125 -2%
CCP
518
Corient Capital Partners
California
$335K -$522 -11 -0.2%
BCA
519
Bray Capital Advisors
Florida
$335K
FHA
520
First Horizon Advisors
Tennessee
$334K +$6.36K +134 +2%
CIM
521
Corbyn Investment Management
Maryland
$331K +$333K +7,025 New
IRF
522
IBM Retirement Fund
New York
$330K -$1.84M -38,822 -88%
FPF
523
FNY Partners Fund
New York
$330K -$130K -2,750 -28%
CCG
524
Cypress Capital Group
Florida
$330K
ZCA
525
Zeke Capital Advisors
Pennsylvania
$328K +$330K +6,947 New

NWL Hedge Fund Activity: Q1 2017 in Review

694 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q1 2017, worth a combined $21.5B — up 6.1% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new NWL positions and 59 closed out — a net gain of 32 holders — while 255 added to existing stakes and 251 trimmed.

The largest buyer was BlackRock, adding an estimated $1.38B. The largest seller was Fred Alger Management, cutting an estimated $164M.

  • 694 institutional investors held Newell Brands (NWL) as of Q1 2017, up from 672 in Q4 2016.
  • Funds reported $21.5B of Newell Brands stock for Q1 2017, up 6.1% quarter-over-quarter.
  • 91 funds opened new Newell Brands positions in Q1 2017 and 59 closed out, a net change of +32 holders.
  • The largest Newell Brands buyer in Q1 2017 was BlackRock, an estimated $1.38B added.
  • The largest Newell Brands seller in Q1 2017 was Fred Alger Management, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2017.