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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
CIBC Asset Management
201
CIBC Asset Management
Ontario, Canada
$376K +$23.7K +3,110 +8%
VPIM
202
Vanguard Personalized Indexing Management
California
$358K +$61.9K +8,125 +25%
VI
203
Versor Investments
New York
$356K +$313K +41,051 New
GCP
204
GSA Capital Partners
United Kingdom
$354K -$254K -33,277 -45%
SWA
205
Sightline Wealth Advisors
Connecticut
$350K
BAM
206
Boyar Asset Management
New York
$349K -$44.9K -5,883 -13%
SM
207
Southport Management
Wyoming
$347K
Creative Planning
208
Creative Planning
Kansas
$343K +$11K +1,443 +4%
Group One Trading
209
Group One Trading
Illinois
$341K -$99.6K -13,062 -25%
CCC
210
Chelsea Counsel Company
California
$338K -$136K -17,861 -31%
CGA
211
Crescent Grove Advisors
Illinois
$333K
US Bancorp
212
US Bancorp
Minnesota
$329K +$6.82K +895 +2%
State of Wisconsin Investment Board
213
State of Wisconsin Investment Board
Wisconsin
$324K -$50.6K -6,633 -15%
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$319K -$232K -30,366 -45%
AAIS
215
ABN AMRO Investment Solutions
$317K
FCH
216
Freestone Capital Holdings
Washington
$306K +$84 +11 +0%
MFIM
217
Mesirow Financial Investment Management
Illinois
$304K +$267K +35,000 New
HI
218
Handelsinvest Investeringsforvaltning
Denmark
$292K +$256K +33,614 New
Verition Fund Management
219
Verition Fund Management
Connecticut
$278K +$146K +19,154 +149%
FCI
220
Financial Counselors Inc
Kansas
$278K -$3.24K -425 -1%
CF
221
Centaurus Financial
California
$257K +$8.92K +1,170 +4%
TCM
222
Teza Capital Management
Illinois
$256K -$308K -40,373 -58%
KAS
223
Kestra Advisory Services
Texas
$254K -$9.75K -1,279 -4%
CWA
224
Centennial Wealth Advisory
Michigan
$251K -$15.2K -1,990 -6%
XT
225
XTX Topco
Cayman Islands
$251K +$30.3K +3,969 +16%

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.