Newell Brands
479 hedge funds and large institutions have $11.3B invested in Newell Brands in 2015 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 151 increasing their positions, 176 reducing their positions, and 31 closing their positions.
291% more call options, than puts
Call options by funds: $12.6M | Put options by funds: $3.21M
74% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 31
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
13% more capital invested
Capital invested by funds: $9.99B → $11.3B (+$1.31B)
5% more funds holding
Funds holding: 458 → 479 (+21)
0.92% more ownership
Funds ownership: 90.6% → 91.52% (+0.92%)
14% less repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 176
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$82.3M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$59.8M |
| 3 |
EA
Euclid Advisors
Hartford,
Connecticut
|
+$59M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$48.8M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$28.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$88.6M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$36M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$35.3M |
| 4 |
O
OppenheimerFunds
New York
|
-$35.1M |
| 5 |
Neuberger Berman Group
New York
|
-$29.3M |
NWL Hedge Fund Activity: Q3 2015 in Review
479 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q3 2015, worth a combined $11.3B — up 13% from $9.99B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new NWL positions and 31 closed out — a net gain of 23 holders — while 151 added to existing stakes and 176 trimmed.
The largest buyer was Capital World Investors, adding an estimated $82.3M. The largest seller was Wellington Management Group, cutting an estimated $88.6M.
- 479 institutional investors held Newell Brands (NWL) as of Q3 2015, up from 458 in Q2 2015.
- Funds reported $11.3B of Newell Brands stock for Q3 2015, up 13% quarter-over-quarter.
- 54 funds opened new Newell Brands positions in Q3 2015 and 31 closed out, a net change of +23 holders.
- The largest Newell Brands buyer in Q3 2015 was Capital World Investors, an estimated $82.3M added.
- The largest Newell Brands seller in Q3 2015 was Wellington Management Group, an estimated $88.6M sold.
Based on aggregated 13F filings for Q3 2015.