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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
SC
176
Scotia Capital
Ontario, Canada
$532K -$16.2K -2,122 -3%
Two Sigma Advisers
177
Two Sigma Advisers
New York
$523K +$460K +60,303 New
HIS
178
Harvest Investment Services
Illinois
$518K +$455K +59,680 New
LAM
179
LECAP Asset Management
United Kingdom
$509K +$447K +58,630 New
AssetMark Inc
180
AssetMark Inc
California
$508K -$17.2K -2,259 -4%
QCM
181
Qsemble Capital Management
New York
$486K +$160K +20,962 +60%
HighTower Advisors
182
HighTower Advisors
Illinois
$463K +$56.8K +7,455 +16%
First Manhattan
183
First Manhattan
New York
$461K -$36.4K -4,775 -8%
MC
184
Maverick Capital
Texas
$448K -$25.8K -3,390 -6%
ECM
185
Everence Capital Management
Indiana
$441K +$105K +13,760 +37%
Cambridge Investment Research Advisors
186
Cambridge Investment Research Advisors
Iowa
$439K -$33.8K -4,431 -8%
ER
187
EVR Research
Virginia
$434K -$2.67M -350,000 -88%
SAI
188
Systematic Alpha Investments
New Jersey
$434K
Public Employees Retirement Association of Colorado
189
Public Employees Retirement Association of Colorado
Colorado
$428K
M&T Bank
190
M&T Bank
New York
$424K -$344K -45,156 -48%
IAMOG
191
Investors Asset Management of Georgia
Georgia
$423K +$4.07K +534 +1%
GF
192
Gries Financial
Ohio
$416K -$249K -32,616 -40%
LSV Asset Management
193
LSV Asset Management
Illinois
$415K -$643K -84,400 -64%
PMAM
194
Picton Mahoney Asset Management
Ontario, Canada
$414K +$365K +47,814 New
Corient Private Wealth
195
Corient Private Wealth
Florida
$412K +$48.5K +6,361 +15%
Wolverine Trading
196
Wolverine Trading
Illinois
$406K -$134K -17,614 -27%
FHB
197
First Hawaiian Bank
Hawaii
$404K +$38 +5 +0%
SG Americas Securities
198
SG Americas Securities
New York
$393K -$1.15M -150,576 -77%
KBC Group
199
KBC Group
Belgium
$384K +$15.6K +2,046 +5%
II
200
Inspire Investing
Idaho
$383K +$79.6K +10,435 +31%

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.