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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
UBS Group
51
UBS Group
Switzerland
$84.2M +$5.01M +105,700 +6%
Allianz Asset Management
52
Allianz Asset Management
Germany
$84M +$528K +11,142 +0.6%
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$76.2M +$1.85M +38,959 +2%
TCIM
54
TIAA CREF Investment Management
New York
$75.4M -$20M -421,809 -21%
Victory Capital Management
55
Victory Capital Management
Texas
$74.3M -$28M -590,712 -27%
Swiss National Bank
56
Swiss National Bank
Switzerland
$72.6M +$15.7M +330,200 +27%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$69.6M +$4.76M +100,426 +7%
Schroder Investment Management Group
58
Schroder Investment Management Group
United Kingdom
$68.3M +$9.58M +202,039 +16%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$67.6M -$6.21M -130,854 -8%
Charles Schwab
60
Charles Schwab
California
$67.3M +$3.35M +70,656 +5%
State of New Jersey Common Pension Fund D
61
State of New Jersey Common Pension Fund D
New Jersey
$64.2M -$4.74M -100,000 -7%
UIM
62
USS Investment Management
United Kingdom
$63.8M
TA
63
Teachers Advisors
New York
$61.4M -$41.3M -871,400 -40%
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$60.6M +$2.94M +61,950 +5%
IIM
65
Ivory Investment Management
New York
$59.8M +$3M +63,263 +5%
Renaissance Technologies
66
Renaissance Technologies
New York
$59.5M +$968K +20,400 +2%
SAM
67
Scopus Asset Management
New York
$56.6M -$18.9M -398,251 -25%
DekaBank Deutsche Girozentrale
68
DekaBank Deutsche Girozentrale
Germany
$54M +$9.45M +199,219 +21%
TCM
69
Tran Capital Management
California
$53.5M -$19.8M -418,159 -27%
CB
70
Commerce Bank
Missouri
$52.9M +$473K +9,975 +0.9%
Primecap Management
71
Primecap Management
California
$50.1M +$5.69M +120,000 +13%
SCM
72
Sterling Capital Management
North Carolina
$47.3M -$2.16M -45,544 -4%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$45.5M +$2.86M +60,300 +7%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$44.2M -$2.02M -42,500 -4%
IGM
75
Incline Global Management
New York
$43.9M +$4.26M +89,867 +11%

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.