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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
ELI
151
Empire Life Investments
Ontario, Canada
$13.4M +$13M +273,619 New
PAMU
152
Pictet Asset Management (UK)
United Kingdom
$13.3M -$3.8M -80,220 -22%
State of Wisconsin Investment Board
153
State of Wisconsin Investment Board
Wisconsin
$13.2M +$1.91M +40,223 +17%
SFFS
154
Stonehage Fleming Financial Services
Jersey
$13.1M -$564K -11,892 -4%
LIM
155
Lathrop Investment Management
Arkansas
$12.8M +$1.05M +22,183 +9%
Nordea Investment Management
156
Nordea Investment Management
Sweden
$12.4M -$15.1M -317,964 -55%
PIA
157
Piedmont Investment Advisors
North Carolina
$12.2M -$1.1M -23,279 -8%
SCM
158
Stevens Capital Management
Pennsylvania
$12.2M +$12.3M +259,011 New
MLICM
159
Metropolitan Life Insurance Company (MetLife)
New York
$12.1M -$171K -3,612 -1%
Marshall Wace
160
Marshall Wace
United Kingdom
$12M -$22.1M -464,995 -65%
Axa
161
Axa
France
$12M -$7.32M -154,398 -38%
ACI
162
AMP Capital Investors
Australia
$11.9M -$1.52M -31,950 -11%
PCM
163
Palisade Capital Management
New Jersey
$11.7M +$1.7M +35,773 +17%
BCIM
164
British Columbia Investment Management
British Columbia, Canada
$11.6M -$892K -18,806 -7%
Adage Capital Partners
165
Adage Capital Partners
Massachusetts
$11.5M +$11.6M +243,642 New
DIA
166
Dana Investment Advisors
Wisconsin
$11.4M -$1.04M -21,821 -8%
VIA
167
Virtus Investment Advisers
Connecticut
$11.4M -$2.11M -44,428 -16%
HT
168
HAP Trading
New York
$11.3M +$3.67M +77,285 +47%
CP
169
Cumberland Partners
Ontario, Canada
$11.2M -$9.31M -196,245 -45%
IA
170
Icon Advisers
Colorado
$11.2M +$2.71M +57,200 +32%
TAM
171
Taurus Asset Management
New York
$11M -$9.96K -210 -0.1%
Credit Agricole
172
Credit Agricole
France
$11M +$3.2M +67,560 +41%
WHG
173
Westwood Holdings Group
Texas
$10.9M -$3.96M -83,520 -27%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$10.6M -$800K -16,872 -7%
CAM
175
Congress Asset Management
Massachusetts
$10.4M +$6.66M +140,405 +174%

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.