We are live on ! Find out more
NWL icon

Newell Brands

548 hedge funds and large institutions have $8.32B invested in Newell Brands in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 197 increasing their positions, 194 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.21% more ownership

Funds ownership: 87.13%88.34% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 194

2% less funds holding

Funds holding: 562548 (-14)

11% less call options, than puts

Call options by funds: $35.2M | Put options by funds: $39.4M

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

18% less capital invested

Capital invested by funds: $10.2B → $8.32B (-$1.85B)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
548
Holders Change
-14
Holders Change %
-2.49%
% of All Funds
9.59%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
49
Increased
197
Reduced
194
Closed
57
Calls
$35.2M
Puts
$39.4M
Net Calls
-$4.26M
Net Calls Change
-$5.39M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$15.5M +$2.64M +103,560 +17%
1832 Asset Management
52
1832 Asset Management
Ontario, Canada
$15.3M +$4.86M +190,205 +43%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$15M -$171K -6,681 -1%
ACM
54
Advisors Capital Management
New Jersey
$14.1M +$114K +4,471 +0.7%
ACH
55
ArrowMark Colorado Holdings
Colorado
$13.7M
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$13.6M -$321K -12,563 -2%
ACB
57
Aristotle Capital Boston
Massachusetts
$13.5M +$87.2K +3,415 +0.6%
CS
58
Credit Suisse
Switzerland
$13.4M -$2.14M -83,771 -12%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$13.3M -$2.69M -105,204 -15%
Barclays
60
Barclays
United Kingdom
$13.1M -$8.33M -326,330 -36%
Skandinaviska Enskilda Banken (SEB)
61
Skandinaviska Enskilda Banken (SEB)
Sweden
$12.5M +$2.09M +81,900 +17%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$12.1M -$542K -21,235 -4%
SAM
63
Soviero Asset Management
New York
$12M -$11.7M -460,000 -46%
RJA
64
Raymond James & Associates
Florida
$11.8M +$3.73M +146,050 +38%
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$11.5M -$567K -22,185 -4%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$11.3M +$7.26M +284,113 +124%
Principal Financial Group
67
Principal Financial Group
Iowa
$11.3M -$32.5M -1,273,430 -71%
AAM
68
Advisors Asset Management
Colorado
$11.3M -$603K -23,602 -4%
AllianceBernstein
69
AllianceBernstein
Tennessee
$11.1M +$299K +11,706 +2%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$10.9M +$111K +4,356 +0.9%
LIM
71
Lathrop Investment Management
Arkansas
$10.8M +$206K +8,065 +2%
AQR Capital Management
72
AQR Capital Management
Connecticut
$10.5M +$2.72M +106,637 +29%
LSV Asset Management
73
LSV Asset Management
Illinois
$10.5M
Citadel Advisors
74
Citadel Advisors
Florida
$10.2M +$6.01M +235,155 +104%
Prudential Financial
75
Prudential Financial
New Jersey
$9.68M -$17.6K -690 -0.2%

NWL Hedge Fund Activity: Q3 2021 in Review

548 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q3 2021, worth a combined $8.32B — down 18% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of NWL and 49 opened new positions — a net loss of 8 holders — while 194 trimmed existing stakes and 197 added.

The largest buyer was Victory Capital Management, adding an estimated $214M. The largest seller was BlackRock, cutting an estimated $43.8M.

  • 548 institutional investors held Newell Brands (NWL) as of Q3 2021, down from 562 in Q2 2021.
  • Funds reported $8.32B of Newell Brands stock for Q3 2021, down 18% quarter-over-quarter.
  • 49 funds opened new Newell Brands positions in Q3 2021 and 57 closed out, a net change of -8 holders.
  • The largest Newell Brands buyer in Q3 2021 was Victory Capital Management, an estimated $214M added.
  • The largest Newell Brands seller in Q3 2021 was BlackRock, an estimated $43.8M sold.

Based on aggregated 13F filings for Q3 2021.