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Newell Brands

518 hedge funds and large institutions have $4.94B invested in Newell Brands in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 215 increasing their positions, 166 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $51.2M | Put options by funds: $18.8M

30% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 166

0.97% more ownership

Funds ownership: 95.23%96.2% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $5.08B → $4.94B (-$138M)

4% less funds holding

Funds holding: 541518 (-23)

20% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 71

Holders
518
Holders Change
-23
Holders Change %
-4.25%
% of All Funds
8.25%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
57
Increased
215
Reduced
166
Closed
71
Calls
$51.2M
Puts
$18.8M
Net Calls
+$32.5M
Net Calls Change
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
551
Axa
France
-$150K -11,505 Closed
ZIM
552
Zacks Investment Management
Illinois
-$148K -11,342 Closed
1IA
553
1620 Investment Advisors
Massachusetts
-$141K -10,764 Closed
CGL
554
Clarius Group LLC
Washington
-$140K -10,730 Closed
SFM
555
Signet Financial Management
New Jersey
-$139K -10,647 Closed
V
556
Veritable
Delaware
-$138K -10,528 Closed
WF
557
Welch & Forbes
Massachusetts
-$137K -10,500 Closed
IF
558
IRON Financial
Illinois
-$132K -10,099 Closed
Parallax Volatility Advisers
559
Parallax Volatility Advisers
California
-$131K -10,000 Closed
SG Americas Securities
560
SG Americas Securities
New York
-$120K -8,508 Closed
WI
561
Wahed Invest
New York
-$63K -4,820 Closed
USCWA
562
U.S. Capital Wealth Advisors
Texas
-$9.37K -716 Closed
ONST
563
Old North State Trust
North Carolina
-$7K -502 Closed
LS
564
Leelyn Smith
Illinois
-$6.02K -460 Closed
QL
565
Quarry LP
New York
-$5.55K -424 Closed
DWP
566
Destiny Wealth Partners
Florida
-$5.35K -409 Closed
MCC
567
Money Concepts Capital
Florida
-$5.27K -403 Closed
DIP
568
DT Investment Partners
Pennsylvania
-$4.84K -370 Closed
ETC
569
Exchange Traded Concepts
Oklahoma
-$4.16K -318 Closed
HNWAG
570
High Net Worth Advisory Group
Florida
-$3.92K -300 Closed
NFSG
571
Newbridge Financial Services Group
Florida
-$3.92K -300 Closed
WOSD
572
WFA of San Diego
California
-$3.27K -250 Closed
ZIG
573
Zullo Investment Group
Pennsylvania
-$2.62K -200 Closed
BAAM
574
Baker Avenue Asset Management
California
-$2.28K -174 Closed
MA
575
MCF Advisors
Kentucky
-$1.31K -100 Closed

NWL Hedge Fund Activity: Q1 2023 in Review

518 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q1 2023, worth a combined $4.94B — down 2.7% from $5.08B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of NWL and 57 opened new positions — a net loss of 14 holders — while 166 trimmed existing stakes and 215 added.

The largest buyer was Nuveen, adding an estimated $67.5M. The largest seller was BlackRock, cutting an estimated $98.4M.

  • 518 institutional investors held Newell Brands (NWL) as of Q1 2023, down from 541 in Q4 2022.
  • Funds reported $4.94B of Newell Brands stock for Q1 2023, down 2.7% quarter-over-quarter.
  • 57 funds opened new Newell Brands positions in Q1 2023 and 71 closed out, a net change of -14 holders.
  • The largest Newell Brands buyer in Q1 2023 was Nuveen, an estimated $67.5M added.
  • The largest Newell Brands seller in Q1 2023 was BlackRock, an estimated $98.4M sold.

Based on aggregated 13F filings for Q1 2023.