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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
IIC
576
Ironwood Investment Counsel
Arizona
$206K +$207K +4,372 New
WPW
577
Waldron Private Wealth
Pennsylvania
$206K +$208K +4,376 New
FHA
578
Flagship Harbor Advisors
Massachusetts
$206K +$211K +4,438 New
SC
579
Skylands Capital
Wisconsin
$203K -$14.3K -301 -7%
AAM
580
Auxier Asset Management
Oregon
$202K +$203K +4,275 New
CFA
581
Carroll Financial Associates
North Carolina
$201K
GFPC
582
Global Financial Private Capital
Florida
$201K +$202K +4,261 New
AssetMark Inc
583
AssetMark Inc
California
$199K -$4.17K -88 -2%
ZB
584
Zions Bancorporation
Utah
$197K -$11.3K -238 -5%
GXMC
585
Global X Management Company
New York
$196K +$44.6K +940 +29%
PCM
586
Penserra Capital Management
California
$193K -$23.4K -494 -11%
SA
587
SpiderRock Advisors
Delaware
$193K
DSC
588
Duncker Streett & Co
Missouri
$186K +$187K +3,950 New
IPC
589
Independent Portfolio Consultants
Florida
$165K -$65.3K -1,376 -28%
FMLI
590
Fukoku Mutual Life Insurance
Japan
$160K
OAM
591
Oppenheimer Asset Management
New York
$156K +$157K +3,306 New
NIPH
592
NN Investment Partners Holdings
Netherlands
$146K
WPA
593
West Paces Advisors
Georgia
$143K
ST
594
Smithfield Trust
Pennsylvania
$143K -$33K -695 -19%
FPS
595
Fieldpoint Private Securities
Connecticut
$141K +$142K +2,990 New
VFA
596
Virtus Fund Advisers
Connecticut
$139K
SNT
597
Security National Trust
West Virginia
$132K
PA
598
Parallel Advisors
California
$132K +$25.8K +544 +23%
EA
599
Edge Advisors
Georgia
$115K -$12.8K -270 -10%
IDBONY
600
Israel Discount Bank of New York
New York
$112K +$12.8K +270 +13%

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.