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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
LFA
526
Legacy Financial Advisors
Kentucky
$14K +$14.5K +729 New
CAC
527
Certified Advisory Corp
Florida
$12K -$3.98K -200 -24%
CWM
528
Cranbrook Wealth Management
Michigan
$12K
WF
529
WealthTrust Fairport
Ohio
$12K
Korea Investment Corp
530
Korea Investment Corp
South Korea
$11K +$11.9K +600 New
PFBT
531
Parkside Financial Bank & Trust
Missouri
$10K -$15.9K -799 -59%
WANY
532
Wealthspire Advisors (New York)
New York
$10K +$10.5K +529 New
CAPTRUST Financial Advisors
533
CAPTRUST Financial Advisors
North Carolina
$9K -$5.97K -300 -39%
FPS
534
Fieldpoint Private Securities
Connecticut
$9K
WAP
535
Wealthcare Advisory Partners
Pennsylvania
$9K
FWM
536
Focused Wealth Management
New York
$9K +$9.41K +473 New
MPWT
537
MassMutual Private Wealth & Trust
Connecticut
$8.85K +$2.84K +143 +43%
Pacer Advisors
538
Pacer Advisors
Pennsylvania
$8K -$571K -28,735 -99%
EFSCE
539
Enterprise Financial Services Corp (EFSC)
Missouri
$8K -$20 -1 -0.2%
GAM
540
Gemmer Asset Management
California
$8K
WTB
541
Washington Trust Bank
Washington
$8K
Rockefeller Capital Management
542
Rockefeller Capital Management
New York
$8K +$597 +30 +8%
RFC
543
Regions Financial Corp
Alabama
$8K +$3.12K +157 +61%
TWA
544
TCI Wealth Advisors
Arizona
$8K +$7.82K +393 +819%
WA
545
WealthTrust-Arizona
Arizona
$7K +$1.11K +56 +18%
CA
546
Claro Advisors
Massachusetts
$7K +$6.38K +321 New
DWM
547
Doyle Wealth Management
Florida
$7K +$6.96K +350 New
JFA
548
JNBA Financial Advisors
Minnesota
$7K +$7.5K +377 New
LC
549
Lindbrook Capital
California
$7K +$7.82K +393 New
VFA
550
Valeo Financial Advisors
Indiana
$6K -$15.9K -801 -71%

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.