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Newell Brands

486 hedge funds and large institutions have $6.36B invested in Newell Brands in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 144 increasing their positions, 197 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $5.96B → $6.36B (+$399M)

5% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 58

1% more call options, than puts

Call options by funds: $61.7M | Put options by funds: $61.4M

0% more funds holding

Funds holding: 486486 (0)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.9% less ownership

Funds ownership: 88.48%87.58% (-0.9%)

27% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 197

Holders
486
Holders Change
Holders Change %
0%
% of All Funds
9.81%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
61
Increased
144
Reduced
197
Closed
58
Calls
$61.7M
Puts
$61.4M
Net Calls
+$366K
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$784M -$21.2M -1,269,329 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$768M -$32.7M -1,959,496 -4%
IC
3
Icahn Carl
Florida
$750M
Pzena Investment Management
4
Pzena Investment Management
New York
$425M +$9.29M +556,763 +2%
State Street
5
State Street
Massachusetts
$337M +$10.5M +629,226 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$303M +$5.02M +300,788 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
7
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$216M +$35.8M +2,146,722 +21%
Franklin Resources
8
Franklin Resources
California
$155M +$1.2M +72,218 +0.8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$133M -$25.1M -1,504,345 -16%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$125M +$6.19M +371,126 +5%
N
11
Nuveen
North Carolina
$118M -$7.93M -475,596 -6%
Invesco
12
Invesco
Georgia
$117M +$51.1M +3,060,816 +81%
Primecap Management
13
Primecap Management
California
$102M +$16.4M +986,150 +20%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$90.1M +$1.33M +79,450 +2%
Northern Trust
15
Northern Trust
Illinois
$87.7M +$3.93M +235,488 +5%
PP
16
Prudential plc
United Kingdom
$83.9M -$46.6M -2,792,000 -36%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$82.2M -$2.39M -143,306 -3%
Norges Bank
18
Norges Bank
Norway
$71.5M +$5.82M +348,709 +9%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$56.2M -$1.92M -115,096 -3%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$54.6M +$16.4M +981,243 +45%
Bank of America
21
Bank of America
North Carolina
$53.4M -$2.4M -144,087 -4%
Legal & General Group
22
Legal & General Group
United Kingdom
$49.1M -$909K -54,497 -2%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$48.9M +$6.38M +382,286 +16%
Charles Schwab
24
Charles Schwab
California
$47.4M -$8.57M -513,938 -16%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$44M +$5.62M +336,736 +15%

NWL Hedge Fund Activity: Q3 2020 in Review

486 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q3 2020, worth a combined $6.36B — up 6.7% from $5.96B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new NWL positions and 58 closed out — a net gain of 3 holders — while 144 added to existing stakes and 197 trimmed.

The largest buyer was Invesco, adding an estimated $51.1M. The largest seller was Prudential plc, cutting an estimated $46.6M.

  • 486 institutional investors held Newell Brands (NWL) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $6.36B of Newell Brands stock for Q3 2020, up 6.7% quarter-over-quarter.
  • 61 funds opened new Newell Brands positions in Q3 2020 and 58 closed out, a net change of +3 holders.
  • The largest Newell Brands buyer in Q3 2020 was Invesco, an estimated $51.1M added.
  • The largest Newell Brands seller in Q3 2020 was Prudential plc, an estimated $46.6M sold.

Based on aggregated 13F filings for Q3 2020.