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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
BFEC
626
Benjamin F. Edwards & Company
Missouri
$37K +$22.9K +482 +161%
CLOS
627
Compagnie Lombard Odier SCmA
Switzerland
$37K +$37.4K +789 New
CAW
628
Cornerstone Advisors (Washington)
Washington
$33K
M
629
MOTCO
Texas
$33K +$33.2K +700 New
CWM
630
Cranbrook Wealth Management
Michigan
$30K
WEC
631
Winslow Evans & Crocker
Massachusetts
$29.7K +$19.2K +404 +177%
FFC
632
First Financial Corp
Indiana
$28K
MA
633
MCF Advisors
Kentucky
$28K +$27.7K +584 New
AWM
634
AllSquare Wealth Management
New York
$28K +$28.1K +592 New
PCP
635
Proficio Capital Partners
Massachusetts
$27K +$1.23K +26 +5%
CJA
636
C-J Advisory
California
$25K
MA
637
MUFG Americas
New York
$24K -$740K -15,605 -97%
BKA
638
Brick & Kyle Associates
Pennsylvania
$24K
CG
639
Cutler Group
California
$23K -$249K -5,249 -91%
JFGIW
640
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K -$2.61K -55 -11%
WTB
641
Washington Trust Bank
Washington
$22K -$2.04K -43 -9%
GAM
642
Gemmer Asset Management
California
$22K
WA
643
WealthTrust-Arizona
Arizona
$22K
HDIM
644
Hanson & Doremus Investment Management
Vermont
$21K
ARMC
645
American Research & Management Company
Massachusetts
$20K
DBT
646
Dubuque Bank & Trust
Iowa
$19K
MFW
647
Mosaic Family Wealth
Missouri
$19K
NCM
648
Nelson Capital Management
California
$19K
TSW
649
Thompson Siegel & Walmsley
Virginia
$19K +$19.4K +409 New
VIA
650
Vantage Investment Advisors
Pennsylvania
$18K

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.