We are live on ! Find out more
NWL icon

Newell Brands

607 hedge funds and large institutions have $7.82B invested in Newell Brands in 2018 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 180 increasing their positions, 253 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 103

1% less funds holding

Funds holding: 613607 (-6)

8.35% less ownership

Funds ownership: 98.52%90.17% (-8.3%)

17% less capital invested

Capital invested by funds: $9.45B → $7.82B (-$1.63B)

20% less call options, than puts

Call options by funds: $123M | Put options by funds: $154M

29% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 253

Holders
607
Holders Change
-6
Holders Change %
-0.98%
% of All Funds
13.52%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
103
Increased
180
Reduced
253
Closed
103
Calls
$123M
Puts
$154M
Net Calls
-$31.5M
Net Calls Change
+$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$853M +$11.3M +566,614 +1%
BlackRock
2
BlackRock
New York
$830M +$69M +3,470,954 +8%
IC
3
Icahn Carl
Florida
$764M +$48.1M +2,419,415 +6%
State Street
4
State Street
Massachusetts
$356M -$11.8M -591,093 -3%
Pzena Investment Management
5
Pzena Investment Management
New York
$340M +$31.4M +1,577,306 +9%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$262M -$44.3M -2,228,514 -14%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$235M -$28M -1,407,670 -10%
Franklin Resources
8
Franklin Resources
California
$225M +$15.4M +774,998 +7%
O
9
OppenheimerFunds
New York
$198M +$32.5M +1,632,696 +18%
Bank of America
10
Bank of America
North Carolina
$154M -$32.8M -1,648,446 -17%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$140M +$174K +8,767 +0.1%
Goldman Sachs
12
Goldman Sachs
New York
$132M -$1.28M -64,596 -0.9%
JP Morgan Chase
13
JP Morgan Chase
New York
$126M -$3.01M -151,152 -2%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$114M -$211M -10,622,707 -63%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$113M +$13.1M +660,185 +12%
Capital World Investors
16
Capital World Investors
California
$103M -$131M -6,603,686 -54%
Norges Bank
17
Norges Bank
Norway
$96M -$580K -29,150 -0.6%
UBS AM
18
UBS AM
Illinois
$93.7M -$29.6M -1,489,096 -23%
Northern Trust
19
Northern Trust
Illinois
$90.7M +$4.5M +226,519 +5%
Capital International Investors
20
Capital International Investors
California
$75.2M -$139M -6,989,259 -63%
PP
21
Prudential plc
United Kingdom
$71.9M -$16.5M -829,800 -18%
Primecap Management
22
Primecap Management
California
$71.3M -$479K -24,100 -0.6%
Charles Schwab
23
Charles Schwab
California
$70.8M +$618K +31,076 +0.8%
Millennium Management
24
Millennium Management
New York
$70.3M +$64.8M +3,256,081 +620%
Morgan Stanley
25
Morgan Stanley
New York
$67.3M +$9.08M +456,434 +14%

NWL Hedge Fund Activity: Q4 2018 in Review

607 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q4 2018, worth a combined $7.82B — down 17% from $9.45B a quarter earlier.

Fund positioning in NWL was balanced in Q4 2018: 103 funds opened new positions, 103 closed out, 180 added to existing stakes and 253 trimmed.

The largest buyer was BlackRock, adding an estimated $69M. The largest seller was Glenview Capital Management, exiting entirely with an estimated $394M sold.

  • 607 institutional investors held Newell Brands (NWL) as of Q4 2018, down from 613 in Q3 2018.
  • Funds reported $7.82B of Newell Brands stock for Q4 2018, down 17% quarter-over-quarter.
  • 103 funds opened new Newell Brands positions in Q4 2018 and 103 closed out, a net change of 0 holders.
  • The largest Newell Brands buyer in Q4 2018 was BlackRock, an estimated $69M added.
  • The largest Newell Brands seller in Q4 2018 was Glenview Capital Management, an estimated $394M sold.

Based on aggregated 13F filings for Q4 2018.