We are live on ! Find out more
NWL icon

Newell Brands

669 hedge funds and large institutions have $23.7B invested in Newell Brands in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 275 increasing their positions, 227 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 58

21% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 227

8% more capital invested

Capital invested by funds: $21.9B → $23.7B (+$1.81B)

3% more call options, than puts

Call options by funds: $37.7M | Put options by funds: $36.6M

1% more funds holding

Funds holding: 664669 (+5)

4.82% less ownership

Funds ownership: 99.12%94.3% (-4.8%)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
669
Holders Change
+5
Holders Change %
+0.75%
% of All Funds
17.85%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.61%
New
73
Increased
275
Reduced
227
Closed
58
Calls
$37.7M
Puts
$36.6M
Net Calls
+$1.12M
Net Calls Change
+$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
Teachers Advisors
New York
$113M -$3.79M -73,358 -3%
JHIU
52
Janus Henderson Investors US
Colorado
$113M -$41.2M -796,530 -27%
CCI
53
Columbus Circle Investors
$113M +$26.4M +510,921 +31%
Legal & General Group
54
Legal & General Group
United Kingdom
$109M +$1.45M +27,962 +1%
IC
55
Institutional Capital
Illinois
$104M -$34.6M -668,298 -25%
Victory Capital Management
56
Victory Capital Management
Texas
$102M +$99.3M +1,921,203 +8,458%
UBS AM
57
UBS AM
Illinois
$102M +$47.6M +920,628 +91%
BA
58
BlackRock Advisors
Delaware
$101M -$10.6M -204,865 -10%
MC
59
Maverick Capital
Texas
$98.7M +$22.4M +433,690 +30%
Lord, Abbett & Co
60
Lord, Abbett & Co
New Jersey
$96.3M -$16.9M -326,189 -15%
VNIM
61
Vaughan Nelson Investment Management
Texas
$93.2M -$4.64M -89,681 -5%
Allianz Asset Management
62
Allianz Asset Management
Germany
$92.1M +$32.5M +629,127 +56%
BIM
63
BlackRock Investment Management
Delaware
$89M -$7.01M -135,614 -7%
Dimensional Fund Advisors
64
Dimensional Fund Advisors
Texas
$84.1M +$9.92M +191,739 +14%
Sumitomo Mitsui Trust Group
65
Sumitomo Mitsui Trust Group
Japan
$82.2M +$4.26M +82,468 +6%
Wells Fargo
66
Wells Fargo
California
$81.7M -$1.79M -34,595 -2%
SCM
67
Suvretta Capital Management
New York
$80.9M -$43M -831,535 -35%
Korea Investment Corp
68
Korea Investment Corp
South Korea
$77.4M +$4.82M +93,188 +7%
UBS Group
69
UBS Group
Switzerland
$77.1M +$4.03M +78,018 +6%
UIM
70
USS Investment Management
United Kingdom
$76.8M
O
71
OppenheimerFunds
New York
$76M +$74M +1,431,073 +11,645%
PP
72
Prudential plc
United Kingdom
$73.8M -$24.8M -479,700 -26%
Balyasny Asset Management
73
Balyasny Asset Management
Illinois
$73M -$9.24M -178,663 -11%
Charles Schwab
74
Charles Schwab
California
$70M +$5.13M +99,221 +8%
WCM
75
Wedge Capital Management
North Carolina
$69M -$6.11M -118,103 -8%

NWL Hedge Fund Activity: Q3 2016 in Review

669 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q3 2016, worth a combined $23.7B — up 8.2% from $21.9B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new NWL positions and 58 closed out — a net gain of 15 holders — while 275 added to existing stakes and 227 trimmed.

The largest buyer was State Street, adding an estimated $236M. The largest seller was Viking Global Investors, exiting entirely with an estimated $483M sold.

  • 669 institutional investors held Newell Brands (NWL) as of Q3 2016, up from 664 in Q2 2016.
  • Funds reported $23.7B of Newell Brands stock for Q3 2016, up 8.2% quarter-over-quarter.
  • 73 funds opened new Newell Brands positions in Q3 2016 and 58 closed out, a net change of +15 holders.
  • The largest Newell Brands buyer in Q3 2016 was State Street, an estimated $236M added.
  • The largest Newell Brands seller in Q3 2016 was Viking Global Investors, an estimated $483M sold.

Based on aggregated 13F filings for Q3 2016.