We are live on ! Find out more
NWL icon

Newell Brands

428 hedge funds and large institutions have $7.56B invested in Newell Brands in 2014 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 122 increasing their positions, 183 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

399% more call options, than puts

Call options by funds: $26.8M | Put options by funds: $5.37M

21% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 42

1% more funds holding

Funds holding: 423428 (+5)

4% more capital invested

Capital invested by funds: $7.26B → $7.56B (+$298M)

0.95% more ownership

Funds ownership: 87.26%88.22% (+0.95%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

33% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 183

Holders
428
Holders Change
+5
Holders Change %
+1.18%
% of All Funds
12.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
51
Increased
122
Reduced
183
Closed
42
Calls
$26.8M
Puts
$5.37M
Net Calls
+$21.4M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$598M +$6.41M +214,301 +1%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$431M +$53.9M +1,800,055 +15%
Capital International Investors
3
Capital International Investors
California
$372M
State Street
4
State Street
Massachusetts
$371M -$2.86M -95,407 -0.8%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$340M +$43.2M +1,444,474 +15%
Invesco
6
Invesco
Georgia
$289M -$77.4M -2,586,935 -22%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$244M -$3M -100,293 -1%
Boston Partners
8
Boston Partners
Massachusetts
$236M +$22.5M +752,764 +11%
BIT
9
BlackRock Institutional Trust
California
$226M -$3.99M -133,215 -2%
BG
10
BlackRock Group
United Kingdom
$218M +$20.2M +674,666 +11%
CGT
11
Capital Guardian Trust
California
$200M -$9.49M -317,017 -5%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$150M +$70.7M +2,361,893 +95%
Norges Bank
13
Norges Bank
Norway
$141M +$68.2M +2,277,662 +100%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$138M +$1.32M +43,989 +1%
AI
15
Ariel Investments
Illinois
$117M +$5.43M +181,559 +5%
BA
16
BlackRock Advisors
Delaware
$111M +$1.29M +43,200 +1%
BFA
17
BlackRock Fund Advisors
California
$109M -$1.14M -38,178 -1%
Northern Trust
18
Northern Trust
Illinois
$108M -$5.67M -189,483 -5%
Adage Capital Partners
19
Adage Capital Partners
Massachusetts
$94.3M +$4.29M +143,300 +5%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$92.2M +$12.3M +410,439 +16%
SA
21
Smithwood Advisers
California
$89.9M +$26.9M +900,000 +45%
TCIM
22
TIAA CREF Investment Management
New York
$84.8M -$10.3M -344,155 -11%
Bank of America
23
Bank of America
North Carolina
$84.5M -$1.88M -62,725 -2%
JHIU
24
Janus Henderson Investors US
Colorado
$80.4M -$6.19M -206,800 -7%
CRM
25
Cramer Rosenthal McGlynn
Connecticut
$79.3M -$17.5M -584,100 -19%

NWL Hedge Fund Activity: Q2 2014 in Review

428 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q2 2014, worth a combined $7.56B — up 4.1% from $7.26B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new NWL positions and 42 closed out — a net gain of 9 holders — while 122 added to existing stakes and 183 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $70.7M. The largest seller was 1832 Asset Management, cutting an estimated $107M.

  • 428 institutional investors held Newell Brands (NWL) as of Q2 2014, up from 423 in Q1 2014.
  • Funds reported $7.56B of Newell Brands stock for Q2 2014, up 4.1% quarter-over-quarter.
  • 51 funds opened new Newell Brands positions in Q2 2014 and 42 closed out, a net change of +9 holders.
  • The largest Newell Brands buyer in Q2 2014 was Massachusetts Financial Services, an estimated $70.7M added.
  • The largest Newell Brands seller in Q2 2014 was 1832 Asset Management, an estimated $107M sold.

Based on aggregated 13F filings for Q2 2014.