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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
PAI
651
Pittenger & Anderson Inc
Nebraska
$18K +$7.59K +160 +71%
EWM
652
Endurance Wealth Management
Rhode Island
$16K
MWM
653
Mascoma Wealth Management
New Hampshire
$16K
TWA
654
TCI Wealth Advisors
Arizona
$15K +$1.85K +39 +14%
CCMW
655
Cypress Capital Management (Wyoming)
Wyoming
$14.2K
TRCT
656
Tower Research Capital (TRC)
New York
$13K -$806K -16,990 -98%
GI
657
Gradient Investments
Minnesota
$13K
SWA
658
Sutton Wealth Advisors
Florida
$12K
CHP
659
Cable Hill Partners
Oregon
$12K +$1.95K +41 +19%
HCM
660
Herndon Capital Management
Georgia
$12K +$3.18K +67 +37%
EFSCE
661
Enterprise Financial Services Corp (EFSC)
Missouri
$10K
RFS
662
Rockefeller Financial Services
New York
$10K
NSIM
663
North Star Investment Management
Illinois
$10K +$10.4K +220 New
C
664
Chescapmanager
Maryland
$9.03K
FMTCOCP
665
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8.26K
MUS
666
Mitsubishi UFJ Securities
Japan
$8K -$8.54K -180 -51%
CHC
667
City Holding Co
West Virginia
$7K
KTC
668
Kistler-Tiffany Companies
Pennsylvania
$7K
TCOV
669
Trust Company of Vermont
Vermont
$7K
CCM
670
Cribstone Capital Management
Maine
$7K +$7.12K +150 New
HR
671
Howe & Rusling
New York
$6K -$949 -20 -13%
PG
672
Patten Group
Tennessee
$6K
AIL
673
AGF Investments LLC
Ontario, Canada
$6K +$5.41K +114 New
BWP
674
Baldwin Wealth Partners
Massachusetts
$5K -$1.25M -26,416 -100%
ATC
675
Adirondack Trust Company
New York
$5K

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.