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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
LIP
101
Lighthouse Investment Partners
Florida
$1.74M +$1.52M +200,000 New
HCMT
102
Highland Capital Management (Tennessee)
Tennessee
$1.73M +$8.54K +1,120 +0.6%
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$1.71M +$203K +26,634 +16%
AllianceBernstein
104
AllianceBernstein
Tennessee
$1.67M -$2.65M -347,385 -64%
Janus Henderson Group
105
Janus Henderson Group
United Kingdom
$1.66M -$3.47K -455 -0.2%
LSERS
106
Louisiana State Employees Retirement System
Louisiana
$1.66M -$24.4K -3,200 -2%
HSBC Holdings
107
HSBC Holdings
United Kingdom
$1.64M +$722K +94,729 +100%
PTC
108
Philadelphia Trust Company
Pennsylvania
$1.59M +$11.4K +1,500 +0.8%
SFCM
109
Savoir Faire Capital Management
Connecticut
$1.56M +$45.7K +5,995 +3%
GIA
110
Gladstone Institutional Advisory
Florida
$1.55M +$7.17K +940 +0.5%
CM
111
CM Management
Florida
$1.52M +$1.33M +175,000 New
Neuberger Berman Group
112
Neuberger Berman Group
New York
$1.51M +$168K +22,049 +15%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$1.48M -$7.11M -932,570 -85%
Treasurer of the State of North Carolina
114
Treasurer of the State of North Carolina
North Carolina
$1.46M +$12.6K +1,650 +1%
MSRPS
115
Maryland State Retirement & Pension System
Maryland
$1.46M -$14.2K -1,863 -1%
Fidelity International
116
Fidelity International
Bermuda
$1.45M
YCM
117
Yousif Capital Management
Michigan
$1.43M +$3.13K +411 +0.3%
AB
118
Amalgamated Bank
New York
$1.42M -$39.9K -5,232 -3%
Allspring Global Investments
119
Allspring Global Investments
North Carolina
$1.41M +$1.24M +162,420 +88,272%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.38M +$33.2K +4,352 +3%
Bank of Nova Scotia
121
Bank of Nova Scotia
Ontario, Canada
$1.31M +$1.15M +150,451 New
CCIA
122
Campbell & Co Investment Adviser
Maryland
$1.3M +$717K +94,031 +168%
APG Asset Management
123
APG Asset Management
Netherlands
$1.27M +$1.24M +162,100 New
FA
124
Faithward Advisors
Pennsylvania
$1.24M -$1.04M -136,787 -47%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$1.23M -$917K -120,235 -46%

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.