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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
NFG
676
Next Financial Group
Texas
$5K
TFO
677
Tarbox Family Office
California
$5K
FMA
678
FNY Managed Accounts
New York
$5K +$5.22K +110 New
GBT
679
Grove Bank & Trust
Florida
$4K
MRCM
680
M&R Capital Management
New Jersey
$4K
ED
681
Exane Derivatives
France
$3.77K -$47 -1 -1%
OFW
682
Omnia Family Wealth
Florida
$3K -$1.42K -30 -31%
SFPIA
683
Stevens First Principles Investment Advisors
California
$3K
VCM
684
Versant Capital Management
Arizona
$3K
AIM
685
Anchor Investment Management
South Carolina
$2.17K +$2.18K +46 New
BWM
686
Baystate Wealth Management
Massachusetts
$2K +$2.37K +50 New
SM
687
Sciencast Management
New Jersey
$1.11K +$774K +16,325 +223%
Walleye Trading
688
Walleye Trading
New York
$1.02K +$1.02M +21,538 New
PMFA
689
Plante Moran Financial Advisors
Michigan
$1K -$3.37K -71 -71%
AAP
690
Arax Advisory Partners
Colorado
$1K
PFO
691
Pathstone Family Office
New Jersey
$1K +$617 +13 New
AAF
692
Andra AP-fonden
Sweden
$958
MBA
693
McQueen Ball & Associates
Pennsylvania
$298
SLF
694
Sun Life Financial
Ontario, Canada
$260
CCI
695
Columbus Circle Investors
-$80.8M -1,810,286 Closed
MCM
696
McKinley Capital Management
Alaska
-$33.2M -744,262 Closed
UOC
697
UBS O'Connor
Illinois
-$11.2M -250,000 Closed
AAM
698
Aureus Asset Management
Massachusetts
-$10.8M -242,976 Closed
BCFA
699
BP Capital Fund Advisors
Texas
-$9.15M -204,928 Closed
JCM
700
Jag Capital Management
Missouri
-$9.51M -183,911 Closed

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.