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Newell Brands
NWL

526 hedge funds and large institutions have $13.4B invested in Newell Brands in 2016 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 182 increasing their positions, 180 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $62.6M | Put options by funds: $26.5M

78% more funds holding in top 10

Funds holding in top 10: 9 → 16 (+7)

44% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 55

14.55% more ownership

Funds ownership: 100.28% → 114.82% (+15%)

4% more funds holding

Funds holding: 505 → 526 (+21)

1% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 180

1% less capital invested

Capital invested by funds: $13.6B → $13.4B (-$144M)

Holders
526
Holders Change
+21
Holders Change %
+4.16%
% of All Funds
14.02%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.43%
New
79
Increased
182
Reduced
180
Closed
55
Calls
$62.6M
Puts
$26.5M
Net Calls
+$36.1M
Net Calls Change
+$46.1M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$186M
2
IC
Institutional Capital
Illinois
+$167M
3
FAM
Fred Alger Management
New York
+$158M
4
Ameriprise
Ameriprise
Minnesota
+$142M
5
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$110M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$75.6M
2
Boston Partners
Boston Partners
Massachusetts
-$50.3M
3
WCM
Wedge Capital Management
North Carolina
-$43.7M
4
TCIM
TIAA CREF Investment Management
New York
-$40.2M
5
AI
Ariel Investments
Illinois
-$39.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1B +$26.7M +681,969 +3%
Capital International Investors
2
Capital International Investors
California
$794M -$30.8M -786,092 -4%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$521M +$42.4M +1,080,031 +10%
State Street
4
State Street
Massachusetts
$468M +$426K +10,874 +0.1%
AIM
5
abrdn Investment Management
United Kingdom
$436M +$41.8M +1,066,913 +12%
Capital World Investors
6
Capital World Investors
California
$434M +$11.8M +300,000 +3%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$376M -$14.5M -369,623 -4%
BIT
8
BlackRock Institutional Trust
California
$310M -$13M -332,184 -5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$293M +$92.9M +2,368,103 +56%
Boston Partners
10
Boston Partners
Massachusetts
$269M -$50.3M -1,282,498 -17%
Invesco
11
Invesco
Georgia
$263M -$21.2M -541,830 -8%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$247M +$43.2M +1,100,593 +25%
MC
13
Maverick Capital
Texas
$239M +$48.3M +1,231,835 +30%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$220M +$31.8M +810,000 +19%
Viking Global Investors
15
Viking Global Investors
Connecticut
$210M +$186M +4,730,646 New
CGT
16
Capital Guardian Trust
California
$207M +$4.95M +126,140 +3%
DCP
17
DSM Capital Partners
Florida
$206M +$3.25M +82,912 +2%
BFA
18
BlackRock Fund Advisors
California
$190M -$3.39M -86,508 -2%
IC
19
Institutional Capital
Illinois
$188M +$167M +4,255,398 New
FAM
20
Fred Alger Management
New York
$183M +$158M +4,041,448 +4,048%
Ameriprise
21
Ameriprise
Minnesota
$172M +$142M +3,616,887 +1,358%
JHIU
22
Janus Henderson Investors US
Colorado
$167M +$11.6M +296,568 +9%
Northern Trust
23
Northern Trust
Illinois
$162M +$16.7M +426,150 +13%
Caisse de Depot et Placement du Quebec (CDPQ)
24
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$157M +$23.8M +608,006 +21%
CI Investments Inc
25
CI Investments Inc
Ontario, Canada
$146M +$16.6M +422,900 +15%
1
2 3 4 5

NWL Hedge Fund Activity: Q1 2016 in Review

526 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q1 2016, worth a combined $13.4B — down 1.1% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new NWL positions and 55 closed out — a net gain of 24 holders — while 182 added to existing stakes and 180 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $186M. The largest seller was Citadel Advisors, cutting an estimated $75.6M.

  • 526 institutional investors held Newell Brands (NWL) as of Q1 2016, up from 505 in Q4 2015.
  • Funds reported $13.4B of Newell Brands stock for Q1 2016, down 1.1% quarter-over-quarter.
  • 79 funds opened new Newell Brands positions in Q1 2016 and 55 closed out, a net change of +24 holders.
  • The largest Newell Brands buyer in Q1 2016 was Viking Global Investors, an estimated $186M added.
  • The largest Newell Brands seller in Q1 2016 was Citadel Advisors, an estimated $75.6M sold.

Based on aggregated 13F filings for Q1 2016.