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Newell Brands
NWL

541 hedge funds and large institutions have $5.08B invested in Newell Brands in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 183 increasing their positions, 213 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

84% more call options, than puts

Call options by funds: $41.4M | Put options by funds: $22.5M

2.65% more ownership

Funds ownership: 92.58% → 95.23% (+2.7%)

1% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 74

1% less funds holding

Funds holding: 548 → 541 (-7)

11% less capital invested

Capital invested by funds: $5.7B → $5.08B (-$615M)

14% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 213

Holders
541
Holders Change
-7
Holders Change %
-1.28%
% of All Funds
8.7%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
73
Increased
183
Reduced
213
Closed
74
Calls
$41.4M
Puts
$22.5M
Net Calls
+$18.9M
Net Calls Change
-$5.61M

Top Buyers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
+$115M
2
Invesco
Invesco
Georgia
+$78M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$64.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$31.2M
5
Millennium Management
Millennium Management
New York
+$17.9M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$25.2M
2
Bank of America
Bank of America
North Carolina
-$24.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$23.9M
4
Lazard Asset Management
Lazard Asset Management
New York
-$22.3M
5
PFC
Poplar Forest Capital
California
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
551
Intact Investment Management
Quebec, Canada
– -$1.81M -130,100 Closed
CCIA
552
Campbell & Co Investment Adviser
Maryland
– -$1.75M -126,336 Closed
FAF
553
Fjarde Ap-fonden
Sweden
– -$2.26M -118,600 Closed
BBVA
554
Banco Bilbao Vizcaya Argentaria
Spain
– -$1.25M -90,042 Closed
SO
555
STRS Ohio
Ohio
– -$1.2M -86,529 Closed
TI
556
Trexquant Investment
Connecticut
– -$1.12M -80,319 Closed
ACM
557
AlphaCrest Capital Management
New York
– -$1.04M -75,170 Closed
HI
558
Horizon Investments
North Carolina
– -$1.01M -72,601 Closed
YIH
559
Y-Intercept (HK)
Hong Kong
– -$914K -65,798 Closed
QCM
560
Quantinno Capital Management
New York
– -$859K -61,872 Closed
TAM
561
Tocqueville Asset Management
New York
– -$795K -57,200 Closed
PP
562
Prosperity Planning
Missouri
– -$758K -54,544 Closed
AWM
563
AE Wealth Management
Kansas
– -$650K -46,792 Closed
SCI
564
S&CO Inc
Massachusetts
– -$527K -38,000 Closed
KA
565
Kintegral Advisory
New York
– -$469K -33,796 Closed
SCM
566
Shelton Capital Management
Colorado
– -$444K -31,991 Closed
SPC
567
Sigma Planning Corp
Michigan
– -$403K -29,030 Closed
SIA
568
Strategic Investment Advisors
Michigan
– -$380K -27,314 Closed
PRC
569
Pearl River Capital
Michigan
– -$364K -26,209 Closed
ESCM
570
Echo Street Capital Management
New York
– -$322K -23,214 Closed
TPW
571
Transatlantique Private Wealth
New York
– -$317K -22,805 Closed
TCM
572
Teza Capital Management
Illinois
– -$191K -13,766 Closed
CB
573
Commerce Bank
Missouri
– -$174K -12,525 Closed
JMPWA
574
JP Morgan Private Wealth Advisors
California
– -$171K -12,330 Closed
SP
575
Symmetry Partners
Connecticut
– -$169K -12,132 Closed
21 22
23
24 25

NWL Hedge Fund Activity: Q4 2022 in Review

541 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q4 2022, worth a combined $5.08B — down 11% from $5.7B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of NWL and 73 opened new positions — a net loss of 1 holder — while 213 trimmed existing stakes and 183 added.

The largest buyer was Pzena Investment Management, adding an estimated $115M. The largest seller was Royal Bank of Canada, cutting an estimated $25.2M.

  • 541 institutional investors held Newell Brands (NWL) as of Q4 2022, down from 548 in Q3 2022.
  • Funds reported $5.08B of Newell Brands stock for Q4 2022, down 11% quarter-over-quarter.
  • 73 funds opened new Newell Brands positions in Q4 2022 and 74 closed out, a net change of -1 holder.
  • The largest Newell Brands buyer in Q4 2022 was Pzena Investment Management, an estimated $115M added.
  • The largest Newell Brands seller in Q4 2022 was Royal Bank of Canada, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2022.