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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
BTIS
601
BB&T Investment Services
North Carolina
$110K +$40K +844 +56%
HA
602
Harfst & Associates
Wyoming
$103K +$104K +2,187 New
Northwestern Mutual Wealth Management
603
Northwestern Mutual Wealth Management
Wisconsin
$98K -$39.7K -836 -29%
BC
604
Bartlett & Co
Ohio
$97K
WTC
605
WhitTier Trust Company
Nevada
$96K +$4.51K +95 +5%
APSP
606
Asset Planning Services (Pennsylvania)
Pennsylvania
$94K
LWM
607
LBA Wealth Management
Florida
$94K
RWA
608
Ropes Wealth Advisors
Massachusetts
$91K +$91.2K +1,923 New
GLI
609
Guardian Life Insurance
New York
$88K +$617 +13 +0.7%
HCA
610
Harbour Capital Advisors
Virginia
$80.1K -$459K -9,669 -85%
PFBT
611
Parkside Financial Bank & Trust
Missouri
$80K -$47.4K -1,000 -37%
FANJ
612
Financial Architects (New Jersey)
New Jersey
$67K -$7.73K -163 -10%
FCB
613
First Command Bank
Texas
$67K
FCFS
614
First Command Financial Services
Texas
$67K
BBHC
615
Brown Brothers Harriman & Co
New York
$64K
RIM
616
Rampart Investment Management
Connecticut
$63K +$63.4K +1,337 New
TDC
617
Thompson Davis & Co
Virginia
$57K
SSB
618
Sandy Spring Bank
Maryland
$55K
PB
619
Pinnacle Bancorp
Nebraska
$54K +$53.9K +1,136 New
WB
620
Webster Bank
Connecticut
$50K -$255K -5,378 -83%
MFBTD
621
MB Financial Bank - Trust Department
Illinois
$47K
BL
622
Balentine LLC
Georgia
$42K
AIM
623
Advantage Investment Management
Iowa
$41K +$4.6K +97 +12%
IWM
624
IHT Wealth Management
Illinois
$40K -$3.75K -79 -8%
WA
625
WFG Advisors
Texas
$39K -$8.21K -173 -17%

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.