We are live on ! Find out more
NWL icon

Newell Brands
NWL

592 hedge funds and large institutions have $13.9B invested in Newell Brands in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 204 increasing their positions, 240 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.9% less ownership

Funds ownership: 94.85% → 91.95% (-2.9%)

10% less funds holding

Funds holding: 656 → 592 (-64)

15% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 240

21% less call options, than puts

Call options by funds: $186M | Put options by funds: $234M

30% less capital invested

Capital invested by funds: $19.8B → $13.9B (-$5.89B)

39% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 152

100% less funds holding in top 10

Funds holding in top 10: 12 → 0 (-12)

Holders
592
Holders Change
-64
Holders Change %
-9.76%
% of All Funds
13.43%
Holding in Top 10
–
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-100%
% of All Funds
–
New
93
Increased
204
Reduced
240
Closed
152
Calls
$186M
Puts
$234M
Net Calls
-$48.2M
Net Calls Change
-$84.5M

Top Buyers

1
GCM
Glenview Capital Management
New York
+$587M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$335M
3
Capital World Investors
Capital World Investors
California
+$259M
4
Franklin Resources
Franklin Resources
California
+$171M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$164M

Top Sellers

1
MC
Maverick Capital
Texas
-$299M
2
American Century Companies
American Century Companies
Missouri
-$242M
3
Artisan Partners
Artisan Partners
Wisconsin
-$159M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$155M
5
Ameriprise
Ameriprise
Minnesota
-$130M
Name Holding Trade Value Shares
Change 		Change in
Stake
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$50.1M +$5.06M +146,700 +10%
Wells Fargo
52
Wells Fargo
California
$48.5M -$7.19M -208,500 -12%
GC
53
Guggenheim Capital
Illinois
$47.1M +$28.9M +838,982 +123%
TCIM
54
TIAA CREF Investment Management
New York
$47.1M -$32.7M -949,117 -38%
William Blair Investment Management
55
William Blair Investment Management
Illinois
$45.6M -$26.3M -763,621 -34%
Allianz Asset Management
56
Allianz Asset Management
Germany
$45.2M +$20.2M +585,106 +67%
UBS Group
57
UBS Group
Switzerland
$44.4M +$4.24M +122,958 +9%
TA
58
Teachers Advisors
New York
$40.3M -$35.1M -1,017,474 -44%
Ameriprise
59
Ameriprise
Minnesota
$39.8M -$130M -3,776,370 -75%
BCM
60
Becker Capital Management
Oregon
$39.5M +$44.1M +1,278,182 New
SCM
61
Sterling Capital Management
North Carolina
$36.3M -$5.89M -170,973 -13%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$35.1M -$2.41M -69,803 -6%
Caisse de Depot et Placement du Quebec (CDPQ)
63
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$33.8M +$1.33M +38,506 +4%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$33.3M +$452K +13,100 +1%
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$32.9M +$36.3M +1,052,944 +9,578%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$32.1M +$13.5M +391,173 +60%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$31.7M -$316K -9,162 -0.9%
Mitsubishi UFJ Trust & Banking
68
Mitsubishi UFJ Trust & Banking
Japan
$30.8M +$994K +28,843 +3%
CB
69
Commerce Bank
Missouri
$30.2M -$6.4M -185,653 -16%
AT
70
AMF Tjänstepension
Sweden
$28.4M +$8.95M +259,504 +39%
American Century Companies
71
American Century Companies
Missouri
$28.3M -$242M -7,030,756 -88%
Barclays
72
Barclays
United Kingdom
$27.9M +$16.2M +469,594 +108%
PPA
73
Parametric Portfolio Associates
Washington
$27.8M +$1.77M +51,329 +6%
FIM
74
Foresters Investment Management
New York
$27.2M -$252K -7,300 -0.8%
Barrow, Hanley, Mewhinney & Strauss
75
Barrow, Hanley, Mewhinney & Strauss
Texas
$26.8M -$13.3M -384,917 -31%
1 2
3
4 5

NWL Hedge Fund Activity: Q4 2017 in Review

592 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q4 2017, worth a combined $13.9B — down 30% from $19.8B a quarter earlier.

Sellers outnumbered buyers: 152 funds closed out of NWL and 93 opened new positions — a net loss of 59 holders — while 240 trimmed existing stakes and 204 added.

The largest buyer was Glenview Capital Management, opening a new position worth an estimated $587M. The largest seller was Maverick Capital, exiting entirely with an estimated $299M sold.

  • 592 institutional investors held Newell Brands (NWL) as of Q4 2017, down from 656 in Q3 2017.
  • Funds reported $13.9B of Newell Brands stock for Q4 2017, down 30% quarter-over-quarter.
  • 93 funds opened new Newell Brands positions in Q4 2017 and 152 closed out, a net change of -59 holders.
  • The largest Newell Brands buyer in Q4 2017 was Glenview Capital Management, an estimated $587M added.
  • The largest Newell Brands seller in Q4 2017 was Maverick Capital, an estimated $299M sold.

Based on aggregated 13F filings for Q4 2017.