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Newell Brands

562 hedge funds and large institutions have $10.2B invested in Newell Brands in 2021 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 204 increasing their positions, 189 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 52

4% more funds holding

Funds holding: 541562 (+21)

8% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 189

3% more capital invested

Capital invested by funds: $9.86B → $10.2B (+$305M)

3% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $42.6M

0.44% more ownership

Funds ownership: 86.68%87.13% (+0.44%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
562
Holders Change
+21
Holders Change %
+3.88%
% of All Funds
9.78%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
77
Increased
204
Reduced
189
Closed
52
Calls
$43.7M
Puts
$42.6M
Net Calls
+$1.12M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.32B +$35.5M +1,287,122 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.2B -$24.3M -880,059 -2%
IC
3
Icahn Carl
Florida
$1.2B
Pzena Investment Management
4
Pzena Investment Management
New York
$686M +$16.8M +610,818 +3%
JP Morgan Chase
5
JP Morgan Chase
New York
$530M +$13.7M +495,964 +3%
State Street
6
State Street
Massachusetts
$525M +$27.4M +995,211 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
7
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$267M -$3.27M -118,531 -1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$232M -$43.3M -1,569,700 -16%
N
9
Nuveen
North Carolina
$222M -$50.5M -1,831,049 -18%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$204M +$2.67M +96,945 +1%
Invesco
11
Invesco
Georgia
$198M +$24.5M +889,602 +14%
Primecap Management
12
Primecap Management
California
$153M -$13.2M -478,150 -8%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$146M +$7.47M +271,118 +5%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$144M -$1.78M -64,436 -1%
Northern Trust
15
Northern Trust
Illinois
$137M -$3.95M -143,473 -3%
Franklin Resources
16
Franklin Resources
California
$126M -$49.7M -1,801,725 -28%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$124M +$21.1M +766,675 +20%
Norges Bank
18
Norges Bank
Norway
$112M -$3.57M -129,537 -3%
Legal & General Group
19
Legal & General Group
United Kingdom
$83.1M +$4.88M +177,213 +6%
Luther King Capital Management (LKCM)
20
Luther King Capital Management (LKCM)
Texas
$78.4M +$11.4M +413,855 +17%
Sumitomo Mitsui Trust Group
21
Sumitomo Mitsui Trust Group
Japan
$75.9M -$2.9M -105,363 -4%
Charles Schwab
22
Charles Schwab
California
$73.3M +$271K +9,817 +0.4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$68.4M +$37.8M +1,371,390 +123%
Morgan Stanley
24
Morgan Stanley
New York
$66M -$9.36M -339,506 -12%
Deutsche Bank
25
Deutsche Bank
Germany
$63.8M -$4.73M -171,691 -7%

NWL Hedge Fund Activity: Q2 2021 in Review

562 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q2 2021, worth a combined $10.2B — up 3.1% from $9.86B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new NWL positions and 52 closed out — a net gain of 25 holders — while 204 added to existing stakes and 189 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $37.8M. The largest seller was Fidelity Investments, cutting an estimated $58.8M.

  • 562 institutional investors held Newell Brands (NWL) as of Q2 2021, up from 541 in Q1 2021.
  • Funds reported $10.2B of Newell Brands stock for Q2 2021, up 3.1% quarter-over-quarter.
  • 77 funds opened new Newell Brands positions in Q2 2021 and 52 closed out, a net change of +25 holders.
  • The largest Newell Brands buyer in Q2 2021 was Royal Bank of Canada, an estimated $37.8M added.
  • The largest Newell Brands seller in Q2 2021 was Fidelity Investments, an estimated $58.8M sold.

Based on aggregated 13F filings for Q2 2021.