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Newell Brands

456 hedge funds and large institutions have $3.4B invested in Newell Brands in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 122 increasing their positions, 188 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $49.7M | Put options by funds: $34.3M

2.23% more ownership

Funds ownership: 92.26%94.49% (+2.2%)

5% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 74

0% less funds holding

Funds holding: 457456 (-1)

1% less capital invested

Capital invested by funds: $3.45B → $3.4B (-$50.1M)

35% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 188

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
456
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
6.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
78
Increased
122
Reduced
188
Closed
74
Calls
$49.7M
Puts
$34.3M
Net Calls
+$15.4M
Net Calls Change
-$9.99M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$6.65M -$399K -52,362 -6%
Citadel Advisors
52
Citadel Advisors
Florida
$6.28M -$10.9M -1,427,221 -66%
Assenagon Asset Management
53
Assenagon Asset Management
Luxembourg
$5.84M +$5.13M +673,170 New
Prudential Financial
54
Prudential Financial
New Jersey
$5.61M -$442K -58,030 -8%
UBS AM
55
UBS AM
Illinois
$5.57M +$227K +29,813 +5%
Goldman Sachs
56
Goldman Sachs
New York
$5.46M -$26.4M -3,461,163 -85%
TI
57
Trexquant Investment
Connecticut
$5.35M +$2.27M +297,405 +93%
BB
58
Bell Bank
North Dakota
$5.21M +$573K +75,113 +14%
Arrowstreet Capital
59
Arrowstreet Capital
Massachusetts
$5.16M +$3.83M +502,245 +545%
SDJVC
60
St. Denis J. Villere & Co
Louisiana
$5.15M -$615K -80,715 -12%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$4.71M
AIM
62
ARGA Investment Management
Connecticut
$4.57M +$4.01M +526,394 New
ACB
63
Aristotle Capital Boston
Massachusetts
$4.37M -$592K -77,594 -13%
Connor, Clark & Lunn Investment Management (CC&L)
64
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.11M -$136K -17,849 -4%
Natixis Advisors
65
Natixis Advisors
Massachusetts
$3.91M +$109K +14,270 +3%
AAM
66
Advisors Asset Management
Colorado
$3.89M -$65.9K -8,643 -2%
Canada Pension Plan Investment Board
67
Canada Pension Plan Investment Board
Ontario, Canada
$3.82M +$2.85M +374,300 +569%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$3.77M
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$3.73M -$141K -18,453 -4%
Barclays
70
Barclays
United Kingdom
$3.68M -$1.45M -190,085 -31%
CS
71
Credit Suisse
Switzerland
$3.65M -$92.7K -12,164 -3%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$3.63M
Canada Life
73
Canada Life
Manitoba, Canada
$3.62M -$135K -17,652 -4%
Wells Fargo
74
Wells Fargo
California
$3.3M -$296K -38,781 -9%
RJFSA
75
Raymond James Financial Services Advisors
Florida
$3.25M -$713K -93,570 -20%

NWL Hedge Fund Activity: Q4 2023 in Review

456 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q4 2023, worth a combined $3.4B — down 1.5% from $3.45B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new NWL positions and 74 closed out — a net gain of 4 holders — while 122 added to existing stakes and 188 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $82.6M. The largest seller was Nuveen, cutting an estimated $74.1M.

  • 456 institutional investors held Newell Brands (NWL) as of Q4 2023, down from 457 in Q3 2023.
  • Funds reported $3.4B of Newell Brands stock for Q4 2023, down 1.5% quarter-over-quarter.
  • 78 funds opened new Newell Brands positions in Q4 2023 and 74 closed out, a net change of +4 holders.
  • The largest Newell Brands buyer in Q4 2023 was Morgan Stanley, an estimated $82.6M added.
  • The largest Newell Brands seller in Q4 2023 was Nuveen, an estimated $74.1M sold.

Based on aggregated 13F filings for Q4 2023.