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Newell Brands

563 hedge funds and large institutions have $8.3B invested in Newell Brands in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 187 increasing their positions, 196 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 72

3% more funds holding

Funds holding: 548563 (+15)

1.06% more ownership

Funds ownership: 88.34%89.4% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $8.32B → $8.3B (-$23.5M)

5% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 196

11% less call options, than puts

Call options by funds: $35M | Put options by funds: $39.3M

Holders
563
Holders Change
+15
Holders Change %
+2.74%
% of All Funds
8.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
94
Increased
187
Reduced
196
Closed
72
Calls
$35M
Puts
$39.3M
Net Calls
-$4.24M
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
Holocene Advisors
151
Holocene Advisors
New York
$2.64M +$2.73M +120,687 New
WIS
152
Wright Investors Service
Connecticut
$2.6M -$148K -6,558 -5%
LWM
153
Lyell Wealth Management
California
$2.53M -$605K -26,766 -19%
SIA
154
SeaBridge Investment Advisors
New Jersey
$2.51M -$138K -6,108 -5%
Axa
155
Axa
France
$2.5M -$31.9K -1,410 -1%
AIG
156
American International Group
New York
$2.49M +$17.8K +787 +0.7%
VIG
157
Vienna Insurance Group
Poland
$2.48M
Aviva
158
Aviva
United Kingdom
$2.48M -$108K -4,779 -4%
SCA
159
Stonebridge Capital Advisors
Minnesota
$2.42M +$101K +4,457 +4%
Swedbank
160
Swedbank
Sweden
$2.36M
Stifel Financial
161
Stifel Financial
Missouri
$2.35M +$221K +9,784 +10%
TCM
162
Telos Capital Management
California
$2.33M +$2.42M +106,924 New
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$2.33M -$591K -26,175 -20%
ASRS
164
Arizona State Retirement System
Arizona
$2.28M -$71.9K -3,181 -3%
TD Asset Management
165
TD Asset Management
Ontario, Canada
$2.24M -$156K -6,922 -6%
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$2.23M -$509K -22,529 -18%
LPL Financial
167
LPL Financial
California
$2.22M -$343K -15,167 -13%
ERSOT
168
Employees Retirement System of Texas
Texas
$2.16M
Franklin Resources
169
Franklin Resources
California
$2.13M -$103M -4,538,013 -98%
Capstone Investment Advisors
170
Capstone Investment Advisors
New York
$2.06M +$170K +7,512 +9%
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$1.99M -$12.4K -550 -0.6%
Cambridge Investment Research Advisors
172
Cambridge Investment Research Advisors
Iowa
$1.94M +$296K +13,121 +17%
Korea Investment Corp
173
Korea Investment Corp
South Korea
$1.91M -$1.29M -57,200 -40%
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
$1.89M +$396K +17,545 +25%
Comerica Bank
175
Comerica Bank
Texas
$1.88M +$97.7K +4,323 +6%

NWL Hedge Fund Activity: Q4 2021 in Review

563 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q4 2021, worth a combined $8.3B — down 0.28% from $8.32B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new NWL positions and 72 closed out — a net gain of 22 holders — while 187 added to existing stakes and 196 trimmed.

The largest buyer was BlackRock, adding an estimated $126M. The largest seller was Franklin Resources, cutting an estimated $103M.

  • 563 institutional investors held Newell Brands (NWL) as of Q4 2021, up from 548 in Q3 2021.
  • Funds reported $8.3B of Newell Brands stock for Q4 2021, down 0.28% quarter-over-quarter.
  • 94 funds opened new Newell Brands positions in Q4 2021 and 72 closed out, a net change of +22 holders.
  • The largest Newell Brands buyer in Q4 2021 was BlackRock, an estimated $126M added.
  • The largest Newell Brands seller in Q4 2021 was Franklin Resources, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2021.