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Newell Brands

566 hedge funds and large institutions have $7.2B invested in Newell Brands in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 218 increasing their positions, 189 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $44.8M | Put options by funds: $27.6M

15% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 189

14% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 59

0.51% more ownership

Funds ownership: 91.01%91.52% (+0.51%)

1% less funds holding

Funds holding: 569566 (-3)

11% less capital invested

Capital invested by funds: $8.13B → $7.2B (-$922M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
566
Holders Change
-3
Holders Change %
-0.53%
% of All Funds
9.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
67
Increased
218
Reduced
189
Closed
59
Calls
$44.8M
Puts
$27.6M
Net Calls
+$17.2M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
526
Schubert & Co
Texas
$4K +$3.23K +152 +205%
TCOV
527
Trust Company of Vermont
Vermont
$4K +$4.25K +200 New
CMP
528
Coston McIsaac & Partners
Maine
$4K +$4.89K +230 New
MCC
529
Money Concepts Capital
Florida
$3K -$22.5K -1,060 -88%
Loomis, Sayles & Company
530
Loomis, Sayles & Company
Massachusetts
$3K -$1.25K -59 -30%
COCM
531
Charter Oak Capital Management
New Hampshire
$3K
CHC
532
City Holding Co
West Virginia
$3K
KFI
533
Key Financial Inc
Pennsylvania
$3K
TWA
534
TCI Wealth Advisors
Arizona
$3K +$21 +1 +0.6%
GRP
535
Global Retirement Partners
California
$3K +$85 +4 +3%
BBHC
536
Brown Brothers Harriman & Co
New York
$3K +$2.8K +132 +733%
HR
537
Howe & Rusling
New York
$3K +$3.59K +169 New
SWA
538
Sutton Wealth Advisors
Florida
$2.06K
MPWT
539
MassMutual Private Wealth & Trust
Connecticut
$2K -$3.53K -166 -64%
GWSG
540
GPS Wealth Strategies Group
Colorado
$2K -$1.59K -75 -43%
QCG
541
Quadrant Capital Group
Ohio
$2K -$595 -28 -18%
CFD
542
Creative Financial Designs
Indiana
$2K
EWM
543
Endurance Wealth Management
Rhode Island
$2K
ST
544
Smithfield Trust
Pennsylvania
$2K
DI
545
Disciplined Investments
Oklahoma
$2K +$361 +17 +25%
SWM
546
Spire Wealth Management
Virginia
$2K +$382 +18 +20%
FP
547
Financial Perspectives
Minnesota
$1.9K
BPC
548
Banque Pictet & Cie
Switzerland
$1.32K -$1.08M -51,064 -42%
FMP
549
Financial Management Professionals
Texas
$1K
PCG
550
Private Capital Group
Connecticut
$1K

NWL Hedge Fund Activity: Q2 2022 in Review

566 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q2 2022, worth a combined $7.2B — down 11% from $8.13B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new NWL positions and 59 closed out — a net gain of 8 holders — while 218 added to existing stakes and 189 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $39.8M. The largest seller was Nuveen, cutting an estimated $116M.

  • 566 institutional investors held Newell Brands (NWL) as of Q2 2022, down from 569 in Q1 2022.
  • Funds reported $7.2B of Newell Brands stock for Q2 2022, down 11% quarter-over-quarter.
  • 67 funds opened new Newell Brands positions in Q2 2022 and 59 closed out, a net change of +8 holders.
  • The largest Newell Brands buyer in Q2 2022 was Lazard Asset Management, an estimated $39.8M added.
  • The largest Newell Brands seller in Q2 2022 was Nuveen, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2022.