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Newell Brands

392 hedge funds and large institutions have $7.16B invested in Newell Brands in 2013 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 142 increasing their positions, 144 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

5% more capital invested

Capital invested by funds: $6.84B → $7.16B (+$325M)

0.4% more ownership

Funds ownership: 90.28%90.68% (+0.4%)

0% more funds holding

Funds holding: 391392 (+1)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 144

16% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $14.2M

Holders
392
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
12.71%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
40
Increased
142
Reduced
144
Closed
37
Calls
$11.9M
Puts
$14.2M
Net Calls
-$2.22M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$512M +$10M +375,700 +2%
Allianz Asset Management
2
Allianz Asset Management
Germany
$346M -$5.56M -208,722 -2%
Invesco
3
Invesco
Georgia
$342M +$61.8M +2,319,155 +23%
State Street
4
State Street
Massachusetts
$337M -$2.53M -94,874 -0.8%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$316M +$34.8M +1,305,546 +13%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$242M -$2.77M -103,880 -1%
BG
7
BlackRock Group
United Kingdom
$221M -$26.5M -994,408 -11%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$215M -$43.4M -1,628,564 -17%
BIT
9
BlackRock Institutional Trust
California
$211M -$2.56M -96,059 -1%
CGT
10
Capital Guardian Trust
California
$190M -$2.84M -106,728 -2%
Capital International Investors
11
Capital International Investors
California
$186M
JHIU
12
Janus Henderson Investors US
Colorado
$176M +$29.7M +1,116,480 +21%
Boston Partners
13
Boston Partners
Massachusetts
$141M +$21.2M +795,094 +18%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$121M +$453K +17,016 +0.4%
CRM
15
Cramer Rosenthal McGlynn
Connecticut
$118M +$11.7M +440,300 +11%
Citadel Advisors
16
Citadel Advisors
Florida
$109M -$13.3M -498,576 -11%
Adage Capital Partners
17
Adage Capital Partners
Massachusetts
$108M +$13.4M +503,100 +15%
TCIM
18
TIAA CREF Investment Management
New York
$106M +$34.8M +1,305,083 +51%
AI
19
Ariel Investments
Illinois
$104M -$3.11M -116,890 -3%
Northern Trust
20
Northern Trust
Illinois
$101M -$17M -636,686 -15%
BFA
21
BlackRock Fund Advisors
California
$94.8M +$2.66M +99,701 +3%
Bank of America
22
Bank of America
North Carolina
$87.3M -$19.5M -732,236 -19%
BA
23
BlackRock Advisors
Delaware
$86.3M +$17.9M +671,700 +27%
Barrow, Hanley, Mewhinney & Strauss
24
Barrow, Hanley, Mewhinney & Strauss
Texas
$78.1M +$4.65M +174,681 +7%
PP
25
Prudential plc
United Kingdom
$75.6M -$19.9M -748,500 -21%

NWL Hedge Fund Activity: Q3 2013 in Review

392 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q3 2013, worth a combined $7.16B — up 4.7% from $6.84B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NWL positions and 37 closed out — a net gain of 3 holders — while 142 added to existing stakes and 144 trimmed.

The largest buyer was Invesco, adding an estimated $61.8M. The largest seller was AJO LP, cutting an estimated $110M.

  • 392 institutional investors held Newell Brands (NWL) as of Q3 2013, up from 391 in Q2 2013.
  • Funds reported $7.16B of Newell Brands stock for Q3 2013, up 4.7% quarter-over-quarter.
  • 40 funds opened new Newell Brands positions in Q3 2013 and 37 closed out, a net change of +3 holders.
  • The largest Newell Brands buyer in Q3 2013 was Invesco, an estimated $61.8M added.
  • The largest Newell Brands seller in Q3 2013 was AJO LP, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2013.