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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
WAM
551
Wolverine Asset Management
Illinois
$249K
WIS
552
Wright Investors Service
Connecticut
$249K +$250K +5,270 New
AIM
553
Achmea Investment Management
Netherlands
$248K +$249K +5,258 New
WAM
554
Wealthspire Advisors (Maryland)
Maryland
$241K -$48.8K -1,028 -17%
ARMT
555
Amica Retiree Medical Trust
Rhode Island
$241K +$139K +2,930 +134%
MML Investors Services
556
MML Investors Services
Massachusetts
$240K +$241K +5,089 New
SCA
557
Stonebridge Capital Advisors
Minnesota
$238K
SFM
558
Signature Financial Management
Virginia
$236K -$49.8K -1,050 -17%
AI
559
Accredited Investors
Minnesota
$236K -$6.88K -145 -3%
ClearBridge Investments
560
ClearBridge Investments
New York
$234K +$39.4K +831 +20%
OMC
561
Overbrook Management Corp
New York
$234K +$235K +4,960 New
UAS
562
United Asset Strategies
New York
$231K +$6.4K +135 +3%
BS
563
Banco Santander
Spain
$230K -$724K -15,274 -76%
RC
564
RBF Capital
California
$230K
SC
565
Savant Capital
Illinois
$230K +$4.27K +90 +2%
PFPT
566
Pinnacle Financial Partners (Tennessee)
Tennessee
$229K +$230K +4,857 New
SOADOR
567
State of Alaska Department of Revenue
Alaska
$228K +$230K +4,854 New
SIC
568
Salem Investment Counselors
North Carolina
$222K
IT
569
Independence Trust
Tennessee
$221K -$72.1K -1,521 -24%
CA
570
Cetera Advisors
Colorado
$220K -$237 -5 -0.1%
Teacher Retirement System of Texas
571
Teacher Retirement System of Texas
Texas
$219K -$429K -9,053 -66%
ID
572
Integral Derivatives
New York
$219K +$221K +4,650 New
IA
573
IFP Advisors
Florida
$214K +$17.7K +374 +9%
CCIA
574
Campbell & Co Investment Adviser
Maryland
$214K +$215K +4,541 New
CWA
575
Cypress Wealth Advisors
California
$212K +$214K +4,504 New

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.