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Newell Brands

607 hedge funds and large institutions have $7.82B invested in Newell Brands in 2018 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 180 increasing their positions, 253 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 103

1% less funds holding

Funds holding: 613607 (-6)

8.35% less ownership

Funds ownership: 98.52%90.17% (-8.3%)

17% less capital invested

Capital invested by funds: $9.45B → $7.82B (-$1.63B)

20% less call options, than puts

Call options by funds: $123M | Put options by funds: $154M

29% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 253

Holders
607
Holders Change
-6
Holders Change %
-0.98%
% of All Funds
13.52%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
103
Increased
180
Reduced
253
Closed
103
Calls
$123M
Puts
$154M
Net Calls
-$31.5M
Net Calls Change
+$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
676
Price Capital Management
Louisiana
-$112K -5,500 Closed
CM
677
Caption Management
Oklahoma
-$102K -5,000 Closed
KF
678
Krilogy Financial
Missouri
-$65K -3,189 Closed
Qube Research & Technologies (QRT)
679
Qube Research & Technologies (QRT)
United Kingdom
-$59K -2,930 Closed
CIS
680
Capital International Sarl
California
-$53K -2,600 Closed
JC
681
JBF Capital
Colorado
-$49K -2,460 Closed
MYIA
682
Mount Yale Investment Advisors
Colorado
-$50K -2,457 Closed
AIL
683
AGF Investments LLC
Ontario, Canada
-$50K -2,452 Closed
BWA
684
BDO Wealth Advisors
Florida
-$41K -2,000 Closed
ZB
685
Zions Bancorporation
Utah
-$35K -1,739 Closed
ST
686
Smithfield Trust
Pennsylvania
-$34K -1,692 Closed
SIC
687
Salem Investment Counselors
North Carolina
-$32K -1,590 Closed
SQA
688
Simon Quick Advisors
New Jersey
-$22K -1,100 Closed
MFBTD
689
MB Financial Bank - Trust Department
Illinois
-$20K -1,000 Closed
WA
690
WP Advisors
California
-$13K -636 Closed
ICM
691
IMS Capital Management
Oregon
-$12K -600 Closed
CAG
692
Csenge Advisory Group
Florida
-$8K -402 Closed
GP
693
Girard Partners
Pennsylvania
-$5K -285 Closed
CH
694
Canton Hathaway
Rhode Island
-$5K -258 Closed
MWPCG
695
Measured Wealth Private Client Group
New Hampshire
-$4K -243 Closed
APP
696
Avantax Planning Partners
Iowa
-$3K -159 Closed
CCM
697
Cribstone Capital Management
Maine
-$3K -150 Closed
TPWA
698
TRUE Private Wealth Advisors
Oregon
-$2.19K -108 Closed
FRA
699
Front Row Advisors
California
-$2 -100 Closed
TFS
700
TrustCore Financial Services
Tennessee
-$2K -75 Closed

NWL Hedge Fund Activity: Q4 2018 in Review

607 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q4 2018, worth a combined $7.82B — down 17% from $9.45B a quarter earlier.

Fund positioning in NWL was balanced in Q4 2018: 103 funds opened new positions, 103 closed out, 180 added to existing stakes and 253 trimmed.

The largest buyer was BlackRock, adding an estimated $69M. The largest seller was Glenview Capital Management, exiting entirely with an estimated $394M sold.

  • 607 institutional investors held Newell Brands (NWL) as of Q4 2018, down from 613 in Q3 2018.
  • Funds reported $7.82B of Newell Brands stock for Q4 2018, down 17% quarter-over-quarter.
  • 103 funds opened new Newell Brands positions in Q4 2018 and 103 closed out, a net change of 0 holders.
  • The largest Newell Brands buyer in Q4 2018 was BlackRock, an estimated $69M added.
  • The largest Newell Brands seller in Q4 2018 was Glenview Capital Management, an estimated $394M sold.

Based on aggregated 13F filings for Q4 2018.