Newell Brands
629 hedge funds and large institutions have $12.4B invested in Newell Brands in 2018 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 243 increasing their positions, 213 reducing their positions, and 56 closing their positions.
65% more call options, than puts
Call options by funds: $225M | Put options by funds: $136M
52% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 56
14% more repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 213
4% more funds holding
Funds holding: 606 → 629 (+23)
1.06% more ownership
Funds ownership: 97.83% → 98.89% (+1.1%)
2% more capital invested
Capital invested by funds: $12.1B → $12.4B (+$290M)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$432M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$97.1M |
| 3 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
+$78.5M |
| 4 |
SC
Sasco Capital
Fairfield,
Connecticut
|
+$64.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$46.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Starboard Value
New York
|
-$256M |
| 2 |
GCM
Glenview Capital Management
New York
|
-$156M |
| 3 |
JP Morgan Chase
New York
|
-$105M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$81.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$60.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
676
VanEck Associates
New York
| – | -$9K | -336 | Closed |
|
677
Acadian Asset Management
Boston,
Massachusetts
| – | -$7K | -276 | Closed |
|
|
FCAG
678
First Capital Advisors Group
Little Silver,
New Jersey
| – | -$7K | -273 | Closed |
|
|
SFG
679
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| – | -$7K | -269 | Closed |
|
|
APP
680
Avantax Planning Partners
Dubuque,
Iowa
| – | -$6K | -254 | Closed |
|
|
MRCM
681
M&R Capital Management
Summit,
New Jersey
| – | -$1K | -50 | Closed |
|
|
LWA
682
Lenox Wealth Advisors
New York
| – | +$365 | +14 | New |
|
NWL Hedge Fund Activity: Q2 2018 in Review
629 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q2 2018, worth a combined $12.4B — up 2.4% from $12.1B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new NWL positions and 56 closed out — a net gain of 29 holders — while 243 added to existing stakes and 213 trimmed.
The largest buyer was Pzena Investment Management, opening a new position worth an estimated $432M. The largest seller was Starboard Value, cutting an estimated $256M.
- 629 institutional investors held Newell Brands (NWL) as of Q2 2018, up from 606 in Q1 2018.
- Funds reported $12.4B of Newell Brands stock for Q2 2018, up 2.4% quarter-over-quarter.
- 85 funds opened new Newell Brands positions in Q2 2018 and 56 closed out, a net change of +29 holders.
- The largest Newell Brands buyer in Q2 2018 was Pzena Investment Management, an estimated $432M added.
- The largest Newell Brands seller in Q2 2018 was Starboard Value, an estimated $256M sold.
Based on aggregated 13F filings for Q2 2018.