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Newell Brands

548 hedge funds and large institutions have $5.7B invested in Newell Brands in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 217 increasing their positions, 185 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $39.7M | Put options by funds: $15.2M

17% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 185

1.06% more ownership

Funds ownership: 91.52%92.58% (+1.1%)

3% less funds holding

Funds holding: 566548 (-18)

19% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 69

21% less capital invested

Capital invested by funds: $7.2B → $5.7B (-$1.51B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
548
Holders Change
-18
Holders Change %
-3.18%
% of All Funds
9.44%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
56
Increased
217
Reduced
185
Closed
69
Calls
$39.7M
Puts
$15.2M
Net Calls
+$24.5M
Net Calls Change
+$7.26M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
501
Evoke Wealth
California
$3K -$784 -42 -18%
VCM
502
Versant Capital Management
Arizona
$3K -$336 -18 -9%
BWA
503
BDO Wealth Advisors
Florida
$3K
EARNEST Partners
504
EARNEST Partners
Georgia
$3K
HIA
505
Harbor Investment Advisory
Maryland
$3K
TCOV
506
Trust Company of Vermont
Vermont
$3K
WTC
507
WhitTier Trust Company
Nevada
$3K
ZIG
508
Zullo Investment Group
Pennsylvania
$3K
CMP
509
Coston McIsaac & Partners
Maine
$3K +$56 +3 +1%
QCG
510
Quadrant Capital Group
Ohio
$3K +$1.91K +102 +78%
TCM
511
TD Capital Management
Tennessee
$3K +$3.73K +200 New
TCWA
512
Ten Capital Wealth Advisors
Washington
$3K +$4.48K +240 New
SWA
513
Sutton Wealth Advisors
Florida
$2.01K +$691 +37 +34%
SC
514
Schubert & Co
Texas
$2K -$2.09K -112 -50%
TWA
515
TCI Wealth Advisors
Arizona
$2K -$373 -20 -13%
BBHC
516
Brown Brothers Harriman & Co
New York
$2K
CHC
517
City Holding Co
West Virginia
$2K
EWM
518
Endurance Wealth Management
Rhode Island
$2K
HR
519
Howe & Rusling
New York
$2K
KFI
520
Key Financial Inc
Pennsylvania
$2K
Loomis, Sayles & Company
521
Loomis, Sayles & Company
Massachusetts
$2K
FP
522
Financial Perspectives
Minnesota
$1.39K
SWM
523
Spire Wealth Management
Virginia
$1K -$261 -14 -13%
BWM
524
Baystate Wealth Management
Massachusetts
$1K
CFD
525
Creative Financial Designs
Indiana
$1K

NWL Hedge Fund Activity: Q3 2022 in Review

548 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q3 2022, worth a combined $5.7B — down 21% from $7.2B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of NWL and 56 opened new positions — a net loss of 13 holders — while 185 trimmed existing stakes and 217 added.

The largest buyer was BlackRock, adding an estimated $29.6M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $65.7M sold.

  • 548 institutional investors held Newell Brands (NWL) as of Q3 2022, down from 566 in Q2 2022.
  • Funds reported $5.7B of Newell Brands stock for Q3 2022, down 21% quarter-over-quarter.
  • 56 funds opened new Newell Brands positions in Q3 2022 and 69 closed out, a net change of -13 holders.
  • The largest Newell Brands buyer in Q3 2022 was BlackRock, an estimated $29.6M added.
  • The largest Newell Brands seller in Q3 2022 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $65.7M sold.

Based on aggregated 13F filings for Q3 2022.