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Newell Brands

607 hedge funds and large institutions have $7.82B invested in Newell Brands in 2018 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 180 increasing their positions, 253 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 103

1% less funds holding

Funds holding: 613607 (-6)

8.35% less ownership

Funds ownership: 98.52%90.17% (-8.3%)

17% less capital invested

Capital invested by funds: $9.45B → $7.82B (-$1.63B)

20% less call options, than puts

Call options by funds: $123M | Put options by funds: $154M

29% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 253

Holders
607
Holders Change
-6
Holders Change %
-0.98%
% of All Funds
13.52%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
103
Increased
180
Reduced
253
Closed
103
Calls
$123M
Puts
$154M
Net Calls
-$31.5M
Net Calls Change
+$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
501
Duncker Streett & Co
Missouri
$27K
WTC
502
WhitTier Trust Company
Nevada
$25K
BFEC
503
Benjamin F. Edwards & Company
Missouri
$24K -$11.9K -596 -32%
QCG
504
Quadrant Capital Group
Ohio
$24K -$4.73K -238 -14%
CAL
505
Capital Analysts LLC
Pennsylvania
$24K
GLI
506
Guardian Life Insurance
New York
$23K +$99 +5 +0.4%
NSIM
507
North Star Investment Management
Illinois
$23K +$20.1K +1,010 +459%
BCA
508
Berman Capital Advisors
Georgia
$23K +$25K +1,256 New
OIA
509
Optimum Investment Advisors
Illinois
$22K
SLF
510
Sun Life Financial
Ontario, Canada
$22K +$60 +3 +0.2%
CIA
511
CSat Investment Advisory
Michigan
$22K +$4.39K +221 +23%
PA
512
Parallel Advisors
California
$22K +$4.91K +247 +26%
KA
513
Kaizen Advisory
Illinois
$20K -$259 -13 -1%
RCAG
514
Rehmann Capital Advisory Group
Michigan
$19.9K +$20.9K +1,049 +5,521%
RFA
515
Reilly Financial Advisors
California
$19K +$19.9K +1,000 New
SSB
516
Sandy Spring Bank
Maryland
$19K +$19.9K +1,000 New
IWA
517
Intercontinental Wealth Advisors
Texas
$19K +$20.2K +1,018 New
FANJ
518
Financial Architects (New Jersey)
New Jersey
$18K
LJHT
519
Laurie J. Hall Trustee
$18K
MWC
520
MKD Wealth Coaches
Michigan
$18K +$18.9K +948 New
PB
521
Pinnacle Bancorp
Nebraska
$18K +$19.4K +976 New
SIAG
522
Signet Investment Advisory Group
Rhode Island
$18K +$19.9K +1,000 New
APA
523
American Portfolios Advisors
New York
$15.9K -$2.84K -143 -14%
FFC
524
First Financial Corp
Indiana
$15K +$5.97K +300 +60%
GRP
525
Global Retirement Partners
California
$14K +$4.59K +231 +46%

NWL Hedge Fund Activity: Q4 2018 in Review

607 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q4 2018, worth a combined $7.82B — down 17% from $9.45B a quarter earlier.

Fund positioning in NWL was balanced in Q4 2018: 103 funds opened new positions, 103 closed out, 180 added to existing stakes and 253 trimmed.

The largest buyer was BlackRock, adding an estimated $69M. The largest seller was Glenview Capital Management, exiting entirely with an estimated $394M sold.

  • 607 institutional investors held Newell Brands (NWL) as of Q4 2018, down from 613 in Q3 2018.
  • Funds reported $7.82B of Newell Brands stock for Q4 2018, down 17% quarter-over-quarter.
  • 103 funds opened new Newell Brands positions in Q4 2018 and 103 closed out, a net change of 0 holders.
  • The largest Newell Brands buyer in Q4 2018 was BlackRock, an estimated $69M added.
  • The largest Newell Brands seller in Q4 2018 was Glenview Capital Management, an estimated $394M sold.

Based on aggregated 13F filings for Q4 2018.