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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
MIM
526
Marco Investment Management
Georgia
$327K -$85.4K -1,800 -21%
DADC
527
D.A. Davidson & Co
Montana
$325K +$116K +2,452 +55%
WA
528
Waverly Advisors
Alabama
$323K -$4.13K -87 -1%
OTPPB
529
Ontario Teachers' Pension Plan Board
Ontario, Canada
$320K +$84K +1,770 +35%
SI
530
Stephens Inc
Arkansas
$318K +$29.5K +622 +10%
RFC
531
Regions Financial Corp
Alabama
$315K -$21K -443 -6%
CAN
532
Cetera Advisor Networks
California
$315K +$53.5K +1,128 +20%
TMAM
533
Tokio Marine Asset Management
Japan
$312K -$88.6K -1,867 -22%
FNBT
534
FineMark National Bank & Trust
Florida
$302K -$11.6K -244 -4%
CG
535
Caprock Group
Idaho
$292K -$29.6K -625 -9%
ANI
536
American National Insurance
Texas
$283K
QI
537
QS Investors
New York
$282K
EMG
538
Ellington Management Group
Connecticut
$278K +$280K +5,900 New
FT
539
Fiduciary Trust
Massachusetts
$274K -$237 -5 -0.1%
MYAM
540
Meiji Yasuda Asset Management
Japan
$271K
WT
541
Whittier Trust
California
$271K +$25.6K +540 +10%
BFM
542
Boothbay Fund Management
New York
$271K +$272K +5,742 New
AAM
543
Advisors Asset Management
Colorado
$266K -$143K -3,008 -35%
AP
544
Advisor Partners
California
$266K +$267K +5,637 New
ECP
545
Elk Creek Partners
Colorado
$263K +$264K +5,571 New
D.E. Shaw & Co
546
D.E. Shaw & Co
New York
$261K +$263K +5,537 New
LPL Financial
547
LPL Financial
California
$259K -$18K -380 -6%
W
548
Wealthfront
California
$258K -$53.6K -1,129 -17%
LOAME
549
Lombard Odier Asset Management (Europe)
United Kingdom
$258K -$16K -338 -6%
BIG
550
Bellwether Investment Group
Tennessee
$254K +$31.6K +667 +14%

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.