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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
LCM
726
Lee Capital Management
New York
-$714K -16,000 Closed
BSA
727
Braun Stacey Associates
New York
-$677K -15,158 Closed
FRM
728
Fox Run Management
Connecticut
-$549K -12,300 Closed
DCM
729
Driehaus Capital Management
Illinois
-$425K -9,520 Closed
DRZID
730
DePrince Race & Zollo Inc (DRZ)
Florida
-$424K -9,500 Closed
BSW
731
Buckingham Strategic Wealth
Missouri
-$359K -8,039 Closed
Jennison Associates
732
Jennison Associates
New York
-$348K -7,801 Closed
VIA
733
Vident Investment Advisory
Georgia
-$332K -7,443 Closed
DWT
734
Dorsey & Whitney Trust
South Dakota
-$325K -7,310 Closed
BAS
735
Brown Advisory Securities
Maryland
-$283K -6,343 Closed
SCI
736
S&CO Inc
Massachusetts
-$279K -6,248 Closed
PRS
737
Pinkerton Retirement Specialists
Idaho
-$245K -5,484 Closed
RWA
738
RGT Wealth Advisors
Texas
-$242K -5,431 Closed
MC
739
Menta Capital
California
-$229K -5,127 Closed
WJA
740
Williams Jones & Associates
New York
-$206K -4,617 Closed
AIM
741
Avity Investment Management
Connecticut
-$204K -4,575 Closed
NFM
742
North Forty Management
Washington
-$36K -800 Closed
LWA
743
Lenox Wealth Advisors
New York
-$25K -566 Closed
CIM
744
Contravisory Investment Management
Massachusetts
-$24K -548 Closed
EDRH
745
Edmond de Rothschild Holding
Switzerland
-$23K -514 Closed
FPFS
746
First Personal Financial Services
North Carolina
-$13K -271 Closed
BWA
747
Burt Wealth Advisors
Maryland
-$11K -255 Closed
EARNEST Partners
748
EARNEST Partners
Georgia
-$11K -237 Closed
EF
749
Empirical Finance
Pennsylvania
-$6K -122 Closed
CAL
750
Capital Advisors Ltd
Ohio
-$5K -110 Closed

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.