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Newell Brands

548 hedge funds and large institutions have $8.32B invested in Newell Brands in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 197 increasing their positions, 194 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.21% more ownership

Funds ownership: 87.13%88.34% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 194

2% less funds holding

Funds holding: 562548 (-14)

11% less call options, than puts

Call options by funds: $35.2M | Put options by funds: $39.4M

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

18% less capital invested

Capital invested by funds: $10.2B → $8.32B (-$1.85B)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
548
Holders Change
-14
Holders Change %
-2.49%
% of All Funds
9.59%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
49
Increased
197
Reduced
194
Closed
57
Calls
$35.2M
Puts
$39.4M
Net Calls
-$4.26M
Net Calls Change
-$5.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
576
Mackenzie Financial
Ontario, Canada
-$218K -7,930 Closed
SRSA
577
S.R. Schill & Associates
Washington
-$207K -7,524 Closed
LWAC
578
Laurel Wealth Advisors (California)
California
-$207K -7,520 Closed
GI
579
GAMCO Investors
Connecticut
-$206K -7,500 Closed
WS
580
Wedbush Securities
California
-$204K -7,433 Closed
JIC
581
Johnson Investment Counsel
Ohio
-$204K -7,413 Closed
IPW
582
Inlet Private Wealth
Florida
-$203K -7,400 Closed
V
583
Veritable
Delaware
-$201K -7,310 Closed
PMAM
584
Penn Mutual Asset Management
Pennsylvania
-$184K -6,705 Closed
MSFP
585
Mark Sheptoff Financial Planning
Connecticut
-$113K -4,100 Closed
HFM
586
Harvest Fund Management
China
-$47K -1,735 Closed
AIL
587
AGF Investments LLC
Ontario, Canada
-$36K -1,305 Closed
Acadian Asset Management
588
Acadian Asset Management
Massachusetts
-$33K -1,217 Closed
SAM
589
S.A. Mason
Michigan
-$32K -1,150 Closed
ASN
590
Advisory Services Network
Georgia
-$30K -1,094 Closed
CG
591
Cutler Group
California
-$25.5K -1,000 Closed
BC
592
Bartlett & Co
Ohio
-$14K -500 Closed
BCWM
593
Bartlett & Co Wealth Management
Ohio
-$13.7K -500 Closed
EBSAM
594
Eubel Brady & Suttman Asset Management
Ohio
-$13K -500 Closed
PMFA
595
Plante Moran Financial Advisors
Michigan
-$14K -500 Closed
TSW
596
Thompson Siegel & Walmsley
Virginia
-$8K -307 Closed
TCOV
597
Trust Company of Vermont
Vermont
-$5K -200 Closed
BBHC
598
Brown Brothers Harriman & Co
New York
-$4.24K -166 -90%
EFSCE
599
Enterprise Financial Services Corp (EFSC)
Missouri
-$4K -143 Closed
CFO
600
CVA Family Office
Colorado
-$3K -115 Closed

NWL Hedge Fund Activity: Q3 2021 in Review

548 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q3 2021, worth a combined $8.32B — down 18% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of NWL and 49 opened new positions — a net loss of 8 holders — while 194 trimmed existing stakes and 197 added.

The largest buyer was Victory Capital Management, adding an estimated $214M. The largest seller was BlackRock, cutting an estimated $43.8M.

  • 548 institutional investors held Newell Brands (NWL) as of Q3 2021, down from 562 in Q2 2021.
  • Funds reported $8.32B of Newell Brands stock for Q3 2021, down 18% quarter-over-quarter.
  • 49 funds opened new Newell Brands positions in Q3 2021 and 57 closed out, a net change of -8 holders.
  • The largest Newell Brands buyer in Q3 2021 was Victory Capital Management, an estimated $214M added.
  • The largest Newell Brands seller in Q3 2021 was BlackRock, an estimated $43.8M sold.

Based on aggregated 13F filings for Q3 2021.