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Newell Brands

548 hedge funds and large institutions have $8.32B invested in Newell Brands in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 197 increasing their positions, 194 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.21% more ownership

Funds ownership: 87.13%88.34% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 194

2% less funds holding

Funds holding: 562548 (-14)

11% less call options, than puts

Call options by funds: $35.2M | Put options by funds: $39.4M

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

18% less capital invested

Capital invested by funds: $10.2B → $8.32B (-$1.85B)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
548
Holders Change
-14
Holders Change %
-2.49%
% of All Funds
9.59%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
49
Increased
197
Reduced
194
Closed
57
Calls
$35.2M
Puts
$39.4M
Net Calls
-$4.26M
Net Calls Change
-$5.39M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
501
SOA Wealth Advisors
New York
$6K +$51 +2 +0.7%
AssetMark Inc
502
AssetMark Inc
California
$6K +$7.43K +291 New
PFBT
503
Parkside Financial Bank & Trust
Missouri
$5K -$21.1K -826 -77%
EARNEST Partners
504
EARNEST Partners
Georgia
$5K
HIA
505
Harbor Investment Advisory
Maryland
$5K
SNT
506
Security National Trust
West Virginia
$5K
SIS
507
Sound Income Strategies
Florida
$5K
WTC
508
WhitTier Trust Company
Nevada
$5K
VCM
509
Versant Capital Management
Arizona
$4K -$77 -3 -1%
BWA
510
BDO Wealth Advisors
Florida
$4K
FF
511
FourThought Financial
Florida
$4K
GWSG
512
GPS Wealth Strategies Group
Colorado
$4K
KFI
513
Key Financial Inc
Pennsylvania
$4K
VNA
514
Valley National Advisers
Pennsylvania
$4K
QCG
515
Quadrant Capital Group
Ohio
$3K -$230 -9 -7%
BWL
516
Bogart Wealth LLC
Virginia
$3K
COCM
517
Charter Oak Capital Management
New Hampshire
$3K
CHC
518
City Holding Co
West Virginia
$3K
EWM
519
Endurance Wealth Management
Rhode Island
$3K
SSB
520
Sandy Spring Bank
Maryland
$3K
MPWT
521
MassMutual Private Wealth & Trust
Connecticut
$3K +$3.01K +118 +319%
MHR
522
Matthew Hamilton Rosenberg
$3K +$3.19K +125 New
WQ
523
Wealth Quarterback
New Jersey
$3K +$24.9K +974 +1,015%
SWA
524
Sutton Wealth Advisors
Florida
$2.39K
FP
525
Financial Perspectives
Minnesota
$2.21K

NWL Hedge Fund Activity: Q3 2021 in Review

548 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q3 2021, worth a combined $8.32B — down 18% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of NWL and 49 opened new positions — a net loss of 8 holders — while 194 trimmed existing stakes and 197 added.

The largest buyer was Victory Capital Management, adding an estimated $214M. The largest seller was BlackRock, cutting an estimated $43.8M.

  • 548 institutional investors held Newell Brands (NWL) as of Q3 2021, down from 562 in Q2 2021.
  • Funds reported $8.32B of Newell Brands stock for Q3 2021, down 18% quarter-over-quarter.
  • 49 funds opened new Newell Brands positions in Q3 2021 and 57 closed out, a net change of -8 holders.
  • The largest Newell Brands buyer in Q3 2021 was Victory Capital Management, an estimated $214M added.
  • The largest Newell Brands seller in Q3 2021 was BlackRock, an estimated $43.8M sold.

Based on aggregated 13F filings for Q3 2021.