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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
AWA
501
Authentikos Wealth Advisory
California
-$51.1K -5,656 Closed
KI
502
Kapitalo Investimentos
Brazil
-$50.1K -5,552 Closed
UCB
503
United Community Bank
South Carolina
-$45.5K -5,035 Closed
HI
504
Horizon Investments
North Carolina
-$37.6K -4,164 Closed
NC
505
NewSquare Capital
Pennsylvania
-$18.5K -2,045 Closed
GTAM
506
Global Trust Asset Management
Florida
-$11.6K -1,290 Closed
GBT
507
Grove Bank & Trust
Florida
-$10K -1,107 Closed
AAG
508
Armstrong Advisory Group
Massachusetts
-$9.73K -1,077 Closed
LS
509
Livforsakringsbolaget Skandia
Sweden
-$7.33K -812 Closed
ZB
510
Zions Bancorporation
Utah
-$6.93K -767 Closed
RTL
511
Red Tortoise LLC
Georgia
-$6.91K -765 Closed
MIM
512
Macroview Investment Management
Maryland
-$6.06K -671 Closed
SC
513
SouthState Corp
Florida
-$6.03K -668 Closed
HPC
514
HM Payson & Co
Maine
-$3.56K -394 Closed
CSPIA
515
Cary Street Partners Investment Advisory
Virginia
-$2.94K -325 Closed
QP
516
Quilter Plc
United Kingdom
-$244K -245 Closed
EARNEST Partners
517
EARNEST Partners
Georgia
-$2.14K -237 Closed
TIM
518
Tortoise Investment Management
New York
-$1.82K -201 Closed
VWM
519
Venturi Wealth Management
Texas
-$1.77K -196 Closed
MCM
520
MV Capital Management
Maryland
-$1.53K -169 Closed
FP
521
Financial Perspectives
Minnesota
-$903 -100 Closed
SOS
522
Silver Oak Securities
Tennessee
-$849 -94 Closed
PCTC
523
Perkins Coie Trust Company
Washington
-$821 -91 Closed
WWM
524
Wolff Wiese Magana
California
-$633 -70 Closed
HL
525
HeadInvest LLC
Maine
-$433 -50 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.