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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
CCMW
551
Cypress Capital Management (Wyoming)
Wyoming
$6K
CAW
552
Cornerstone Advisors (Washington)
Washington
$6K +$2.25K +113 +57%
CFA
553
Clarfeld Financial Advisors
New York
$6K +$5.99K +301 New
GI
554
Gradient Investments
Minnesota
$5K
SBL
555
Sargent Bickham Lagudis
Colorado
$5K
TFA
556
Transamerica Financial Advisors
Florida
$5K +$219 +11 +5%
CFG
557
Citizens Financial Group
Rhode Island
$5K +$2.43K +122 +84%
PWMG
558
Prestige Wealth Management Group
New Jersey
$5K +$4.87K +245 New
SFSIG
559
San Francisco Sentry Investment Group
California
$5K +$4.95K +249 New
MA
560
MUFG Americas
New York
$5K +$5.51K +277 New
AAMU
561
Amundi Asset Management US
Massachusetts
$4.59K +$1.33M +67,095 +37%
RIA
562
RPG Investment Advisory
California
$4K -$4.24M -213,075 -100%
Carson Wealth (CWM LLC)
563
Carson Wealth (CWM LLC)
Nebraska
$4K
CJA
564
C-J Advisory
California
$4K
EARNEST Partners
565
EARNEST Partners
Georgia
$4K
SNT
566
Security National Trust
West Virginia
$4K
SMFS
567
Squar Milner Financial Services
California
$4K +$2.07K +104 +85%
TFO
568
Tarbox Family Office
California
$4K +$3.36K +169 +483%
PWM
569
PRW Wealth Management
Massachusetts
$4K +$3.66K +184 New
AIA
570
Alera Investment Advisors
Illinois
$4K +$4.75K +239 New
FMII
571
Farmers & Merchants Investments Inc
Nebraska
$3K -$19.9K -1,000 -85%
VCM
572
Versant Capital Management
Arizona
$3K -$457 -23 -11%
CHC
573
City Holding Co
West Virginia
$3K
FCB
574
First Command Bank
Texas
$3K
FCFS
575
First Command Financial Services
Texas
$3K

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.