Newell Brands
NWL
563 hedge funds and large institutions have $6.16B invested in Newell Brands in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 215 increasing their positions, 206 reducing their positions, and 94 closing their positions.
4.6% more ownership
Funds ownership: 90.17% → 94.77% (+4.6%)
4% more repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 206
7% less funds holding
Funds holding: 607 → 563 (-44)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
21% less capital invested
Capital invested by funds: $7.82B → $6.16B (-$1.66B)
35% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 94
61% less call options, than puts
Call options by funds: $41.8M | Put options by funds: $108M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$120M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$41.5M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$32.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$29.1M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
+$28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$111M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$103M |
| 3 |
Bank of New York Mellon
New York
|
-$78.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$60.4M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$55.8M |
NWL Hedge Fund Activity: Q1 2019 in Review
563 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q1 2019, worth a combined $6.16B — down 21% from $7.82B a quarter earlier.
Sellers outnumbered buyers: 94 funds closed out of NWL and 61 opened new positions — a net loss of 33 holders — while 206 trimmed existing stakes and 215 added.
The largest buyer was Pzena Investment Management, adding an estimated $120M. The largest seller was Bank of America, cutting an estimated $111M.
- 563 institutional investors held Newell Brands (NWL) as of Q1 2019, down from 607 in Q4 2018.
- Funds reported $6.16B of Newell Brands stock for Q1 2019, down 21% quarter-over-quarter.
- 61 funds opened new Newell Brands positions in Q1 2019 and 94 closed out, a net change of -33 holders.
- The largest Newell Brands buyer in Q1 2019 was Pzena Investment Management, an estimated $120M added.
- The largest Newell Brands seller in Q1 2019 was Bank of America, an estimated $111M sold.
Based on aggregated 13F filings for Q1 2019.