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Newell Brands

694 hedge funds and large institutions have $21.5B invested in Newell Brands in 2017 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 255 increasing their positions, 251 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $116M | Put options by funds: $52.5M

54% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 59

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

6% more capital invested

Capital invested by funds: $20.3B → $21.5B (+$1.24B)

3% more funds holding

Funds holding: 672694 (+22)

2% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 251

0.52% more ownership

Funds ownership: 94.22%94.74% (+0.52%)

Holders
694
Holders Change
+22
Holders Change %
+3.27%
% of All Funds
17.28%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.37%
New
91
Increased
255
Reduced
251
Closed
59
Calls
$116M
Puts
$52.5M
Net Calls
+$63.7M
Net Calls Change
+$58.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.2B +$75.2M +1,584,954 +4%
Capital World Investors
2
Capital World Investors
California
$1.44B +$407M +8,579,809 +39%
BlackRock
3
BlackRock
New York
$1.41B +$1.38B +29,079,686 +3,249%
State Street
4
State Street
Massachusetts
$1.01B -$73M -1,539,405 -7%
Capital International Investors
5
Capital International Investors
California
$745M -$52.3M -1,103,283 -7%
JP Morgan Chase
6
JP Morgan Chase
New York
$623M -$47.3M -996,181 -7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$538M -$13.5M -284,368 -2%
American Century Companies
8
American Century Companies
Missouri
$481M -$9.82M -207,132 -2%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$466M +$26.7M +563,331 +6%
Invesco
10
Invesco
Georgia
$433M -$5.51M -116,254 -1%
AIM
11
abrdn Investment Management
United Kingdom
$419M -$61.3M -1,292,055 -13%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$340M +$11.8M +249,524 +4%
Morgan Stanley
13
Morgan Stanley
New York
$334M +$50.7M +1,067,930 +18%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$308M +$93.2M +1,965,483 +43%
Ameriprise
15
Ameriprise
Minnesota
$287M +$32.3M +681,435 +13%
IAM
16
Iridian Asset Management
Connecticut
$282M +$37.8M +797,376 +15%
Goldman Sachs
17
Goldman Sachs
New York
$274M -$27.7M -584,069 -9%
Northern Trust
18
Northern Trust
Illinois
$238M -$1.14M -24,101 -0.5%
WRF
19
Waddell & Reed Financial
Kansas
$223M -$15.8M -333,411 -7%
Bank of America
20
Bank of America
North Carolina
$223M +$18.5M +390,099 +9%
DCP
21
DSM Capital Partners
Florida
$218M +$29.4M +618,790 +15%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$213M +$18.2M +384,409 +9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$210M +$18.6M +392,502 +10%
Artisan Partners
24
Artisan Partners
Wisconsin
$209M +$32.9M +694,567 +19%
Boston Partners
25
Boston Partners
Massachusetts
$202M -$33.6M -708,410 -14%

NWL Hedge Fund Activity: Q1 2017 in Review

694 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q1 2017, worth a combined $21.5B — up 6.1% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new NWL positions and 59 closed out — a net gain of 32 holders — while 255 added to existing stakes and 251 trimmed.

The largest buyer was BlackRock, adding an estimated $1.38B. The largest seller was Fred Alger Management, cutting an estimated $164M.

  • 694 institutional investors held Newell Brands (NWL) as of Q1 2017, up from 672 in Q4 2016.
  • Funds reported $21.5B of Newell Brands stock for Q1 2017, up 6.1% quarter-over-quarter.
  • 91 funds opened new Newell Brands positions in Q1 2017 and 59 closed out, a net change of +32 holders.
  • The largest Newell Brands buyer in Q1 2017 was BlackRock, an estimated $1.38B added.
  • The largest Newell Brands seller in Q1 2017 was Fred Alger Management, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2017.