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Newell Brands

403 hedge funds and large institutions have $2.56B invested in Newell Brands in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 132 increasing their positions, 144 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $15.9M

0.99% more ownership

Funds ownership: 95.33%96.33% (+0.99%)

8% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 144

3% less funds holding

Funds holding: 416403 (-13)

13% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 54

19% less capital invested

Capital invested by funds: $3.17B → $2.56B (-$610M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
403
Holders Change
-13
Holders Change %
-3.13%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
132
Reduced
144
Closed
54
Calls
$20.5M
Puts
$15.9M
Net Calls
+$4.64M
Net Calls Change
+$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$203K -$17.4K -2,344 -7%
Verition Fund Management
202
Verition Fund Management
Connecticut
$201K -$390K -52,470 -63%
FCI
203
Financial Counselors Inc
Kansas
$200K -$2.98K -400 -1%
Cambridge Investment Research Advisors
204
Cambridge Investment Research Advisors
Iowa
$195K -$119K -15,950 -34%
MGP
205
Metis Global Partners
California
$189K
KAS
206
Kestra Advisory Services
Texas
$179K +$43.4K +5,825 +21%
American Century Companies
207
American Century Companies
Missouri
$179K +$46.5K +6,247 +29%
RJT
208
Raymond James Trust
Florida
$177K +$18.5K +2,490 +10%
CWA
209
CM Wealth Advisors
Ohio
$176K +$204K +27,400 New
MC
210
Moors & Cabot
Massachusetts
$171K +$10.9K +1,461 +6%
CIC
211
Crawford Investment Counsel
Georgia
$167K
Creative Planning
212
Creative Planning
Kansas
$164K -$16.8K -2,262 -8%
VPIM
213
Vanguard Personalized Indexing Management
California
$164K -$130K -17,403 -40%
HSBC Holdings
214
HSBC Holdings
United Kingdom
$163K +$6.94K +932 +4%
KBC Group
215
KBC Group
Belgium
$162K -$217K -29,098 -53%
Osaic Holdings
216
Osaic Holdings
Arizona
$160K -$295K -39,649 -61%
KPWS
217
Kestra Private Wealth Services
Texas
$160K +$5.84K +785 +3%
OTL
218
Oak Thistle LLC
New York
$158K -$61.6K -8,274 -25%
Susquehanna International Group
219
Susquehanna International Group
Pennsylvania
$158K -$662K -88,996 -78%
SC
220
Savant Capital
Illinois
$156K -$1.39K -187 -0.8%
TPCW
221
TD Private Client Wealth
New York
$153K -$12.1K -1,625 -6%
KFGK
222
Keystone Financial Group (Kentucky)
Kentucky
$151K +$3.21K +431 +2%
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$146K +$61.2K +8,226 +56%
NC
224
nVerses Capital
Florida
$144K +$167K +22,400 New
URS
225
Utah Retirement Systems
Utah
$143K +$10.4K +1,400 +7%

NWL Hedge Fund Activity: Q2 2024 in Review

403 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q2 2024, worth a combined $2.56B — down 19% from $3.17B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of NWL and 47 opened new positions — a net loss of 7 holders — while 144 trimmed existing stakes and 132 added.

The largest buyer was Pacer Advisors, adding an estimated $80.7M. The largest seller was State Street, cutting an estimated $24.4M.

  • 403 institutional investors held Newell Brands (NWL) as of Q2 2024, down from 416 in Q1 2024.
  • Funds reported $2.56B of Newell Brands stock for Q2 2024, down 19% quarter-over-quarter.
  • 47 funds opened new Newell Brands positions in Q2 2024 and 54 closed out, a net change of -7 holders.
  • The largest Newell Brands buyer in Q2 2024 was Pacer Advisors, an estimated $80.7M added.
  • The largest Newell Brands seller in Q2 2024 was State Street, an estimated $24.4M sold.

Based on aggregated 13F filings for Q2 2024.