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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
FC
576
Ferris Capital
Massachusetts
$3K +$1.73K +87 +105%
BHWM
577
Bay Harbor Wealth Management
Maryland
$3K +$3.02K +152 New
SWA
578
Sutton Wealth Advisors
Florida
$2.56K +$1.05K +53 +62%
WPA
579
West Paces Advisors
Georgia
$2.42K
PAMU
580
Pictet Asset Management (UK)
United Kingdom
$2.04K -$3.45M -173,321 -61%
CBT
581
Capital Bank & Trust
California
$2K -$210K -10,548 -99%
PG
582
Patten Group
Tennessee
$2K -$87.7K -4,411 -98%
CB
583
Community Bank
New York
$2K -$9.94K -500 -81%
AIM
584
Advantage Investment Management
Iowa
$2K
DBT
585
Dubuque Bank & Trust
Iowa
$2K
EWM
586
Endurance Wealth Management
Rhode Island
$2K
JFGIW
587
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K
MWM
588
Mascoma Wealth Management
New Hampshire
$2K
NSG
589
Nalls Sherbakoff Group
Tennessee
$2K +$2.23K +112 New
LWM
590
Liberty Wealth Management
California
$2K +$2.67K +134 New
AIM
591
Anchor Investment Management
South Carolina
$1.86K -$13.9K -700 -88%
JCM
592
Jacobi Capital Management
Pennsylvania
$1K -$2.01K -101 -65%
LWM
593
Lenox Wealth Management
Ohio
$1K -$1.49K -75 -54%
AAP
594
Arax Advisory Partners
Colorado
$1K +$20 +1 +3%
BWM
595
Baystate Wealth Management
Massachusetts
$1K +$20 +1 +2%
AWM
596
Arbor Wealth Management
Florida
$1K +$736 +37 New
CT
597
Chicago Trust
Illinois
$294 +$99.4K +5,000 +46%
GT
598
Glenmede Trust
Pennsylvania
$19 +$20.8K +1,047 New
GCM
599
Glenview Capital Management
New York
-$394M -19,392,348 Closed
SV
600
Starboard Value
New York
-$16M -787,384 Closed

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.