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Newell Brands

569 hedge funds and large institutions have $8.13B invested in Newell Brands in 2022 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 219 increasing their positions, 185 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

23% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 60

22% more call options, than puts

Call options by funds: $35.5M | Put options by funds: $29.1M

18% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 185

1.61% more ownership

Funds ownership: 89.4%91.01% (+1.6%)

1% more funds holding

Funds holding: 563569 (+6)

2% less capital invested

Capital invested by funds: $8.3B → $8.13B (-$170M)

Holders
569
Holders Change
+6
Holders Change %
+1.07%
% of All Funds
8.97%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
74
Increased
219
Reduced
185
Closed
60
Calls
$35.5M
Puts
$29.1M
Net Calls
+$6.36M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
526
Valley National Advisers
Pennsylvania
$4K
VCM
527
Versant Capital Management
Arizona
$4K
ZIG
528
Zullo Investment Group
Pennsylvania
$4K
SSB
529
Sandy Spring Bank
Maryland
$4K +$2.61K +113 +118%
BHWM
530
Beaird Harris Wealth Management
Texas
$4K +$3.84K +166 New
DHGWA
531
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4K +$4.37K +189 New
UIA
532
Ulland Investment Advisors
Minnesota
$4K +$4.39K +190 New
Loomis, Sayles & Company
533
Loomis, Sayles & Company
Massachusetts
$4K +$4.53K +196 New
TWA
534
TCI Wealth Advisors
Arizona
$3K -$15.8K -684 -81%
COCM
535
Charter Oak Capital Management
New Hampshire
$3K
CHC
536
City Holding Co
West Virginia
$3K
EWM
537
Endurance Wealth Management
Rhode Island
$3K
QCG
538
Quadrant Capital Group
Ohio
$3K +$393 +17 +12%
CI
539
Cordant Inc
Oregon
$3K +$2.98K +129 New
GRP
540
Global Retirement Partners
California
$3K +$3.14K +136 New
SWA
541
Sutton Wealth Advisors
Florida
$2.31K
FP
542
Financial Perspectives
Minnesota
$2.14K
SWM
543
Spire Wealth Management
Virginia
$2K -$6.98K -302 -77%
APC
544
Aspire Private Capital
North Carolina
$2K
CFD
545
Creative Financial Designs
Indiana
$2K
ST
546
Smithfield Trust
Pennsylvania
$2K
SC
547
Schubert & Co
Texas
$2K +$578 +25 +51%
BWL
548
Bogart Wealth LLC
Virginia
$1K -$1.36K -59 -50%
FMP
549
Financial Management Professionals
Texas
$1K
PCG
550
Private Capital Group
Connecticut
$1K

NWL Hedge Fund Activity: Q1 2022 in Review

569 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q1 2022, worth a combined $8.13B — down 2.1% from $8.3B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new NWL positions and 60 closed out — a net gain of 14 holders — while 219 added to existing stakes and 185 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $183M. The largest seller was Icahn Carl, cutting an estimated $246M.

  • 569 institutional investors held Newell Brands (NWL) as of Q1 2022, up from 563 in Q4 2021.
  • Funds reported $8.13B of Newell Brands stock for Q1 2022, down 2.1% quarter-over-quarter.
  • 74 funds opened new Newell Brands positions in Q1 2022 and 60 closed out, a net change of +14 holders.
  • The largest Newell Brands buyer in Q1 2022 was Pzena Investment Management, an estimated $183M added.
  • The largest Newell Brands seller in Q1 2022 was Icahn Carl, an estimated $246M sold.

Based on aggregated 13F filings for Q1 2022.