We are live on ! Find out more
NWL icon

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
Voloridge Investment Management
701
Voloridge Investment Management
Florida
-$8.01M -179,287 Closed
First Trust Advisors
702
First Trust Advisors
Illinois
-$7.47M -167,204 Closed
AAP
703
Ardsley Advisory Partners
Connecticut
-$6.99M -156,500 Closed
SIP
704
Stoneridge Investment Partners
Pennsylvania
-$6.68M -149,579 Closed
MCM
705
Marsico Capital Management
Colorado
-$5.83M -130,541 Closed
MRCP
706
Maple Rock Capital Partners
Ontario, Canada
-$5.58M -125,000 Closed
Capstone Investment Advisors
707
Capstone Investment Advisors
New York
-$5.35M -119,816 Closed
ZDA
708
Zweig-DiMenna Associates
New York
-$4.37M -97,803 Closed
ARTA
709
A.R.T. Advisors
New York
-$3.34M -74,789 Closed
QIM
710
Quantitative Investment Management
Virginia
-$3.15M -70,500 Closed
SSI
711
Scott & Selber Inc
Texas
-$2.99M -66,985 Closed
CANY
712
Caxton Associates (New York)
New York
-$2.37M -50,000 Closed
PWPCM
713
Perella Weinberg Partners Capital Management
New York
-$2.08M -46,653 Closed
DWA
714
Dorsey Wright & Associates
California
-$1.96M -43,874 Closed
TG
715
TCW Group
California
-$1.59M -35,575 Closed
AIMCA
716
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$1.47M -32,895 Closed
CIM
717
Calvert Investment Management
Maryland
-$1.41M -31,468 Closed
AIA
718
Arrow Investment Advisors
Maryland
-$1.4M -31,273 Closed
SLI
719
Sumitomo Life Insurance
Japan
-$1.39M -31,017 Closed
Nomura Holdings
720
Nomura Holdings
Japan
-$1.28M -28,692 Closed
NIT
721
NumerixS Investment Technologies
British Columbia, Canada
-$1.2M -26,800 Closed
Baird Financial Group
722
Baird Financial Group
Wisconsin
-$1.02M -22,788 Closed
FSA
723
Financial Sense Advisors
California
-$755K -16,901 Closed
QAM
724
Quantres Asset Management
Cayman Islands
-$737K -16,500 Closed
FCBT
725
First Citizens Bank & Trust
North Carolina
-$724K -16,225 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.