Newell Brands
NWL
606 hedge funds and large institutions have $12.1B invested in Newell Brands in 2018 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 194 increasing their positions, 230 reducing their positions, and 105 closing their positions.
22% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 105
5.87% more ownership
Funds ownership: 91.95% → 97.83% (+5.9%)
2% more funds holding
Funds holding: 592 → 606 (+14)
13% less capital invested
Capital invested by funds: $13.9B → $12.1B (-$1.85B)
16% less repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 230
30% less call options, than puts
Call options by funds: $92.5M | Put options by funds: $132M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
+$856M |
| 2 |
SV
Starboard Value
New York
|
+$525M |
| 3 |
GCM
Glenview Capital Management
New York
|
+$253M |
| 4 |
BlackRock
New York
|
+$205M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$167M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$220M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$195M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$179M |
| 4 |
Neuberger Berman Group
New York
|
-$164M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$130M |
NWL Hedge Fund Activity: Q1 2018 in Review
606 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q1 2018, worth a combined $12.1B — down 13% from $13.9B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new NWL positions and 105 closed out — a net gain of 23 holders — while 194 added to existing stakes and 230 trimmed.
The largest buyer was Icahn Carl, opening a new position worth an estimated $856M. The largest seller was Capital Research Global Investors, cutting an estimated $220M.
- 606 institutional investors held Newell Brands (NWL) as of Q1 2018, up from 592 in Q4 2017.
- Funds reported $12.1B of Newell Brands stock for Q1 2018, down 13% quarter-over-quarter.
- 128 funds opened new Newell Brands positions in Q1 2018 and 105 closed out, a net change of +23 holders.
- The largest Newell Brands buyer in Q1 2018 was Icahn Carl, an estimated $856M added.
- The largest Newell Brands seller in Q1 2018 was Capital Research Global Investors, an estimated $220M sold.
Based on aggregated 13F filings for Q1 2018.