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Newell Brands

569 hedge funds and large institutions have $8.13B invested in Newell Brands in 2022 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 219 increasing their positions, 185 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

23% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 60

22% more call options, than puts

Call options by funds: $35.5M | Put options by funds: $29.1M

18% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 185

1.61% more ownership

Funds ownership: 89.4%91.01% (+1.6%)

1% more funds holding

Funds holding: 563569 (+6)

2% less capital invested

Capital invested by funds: $8.3B → $8.13B (-$170M)

Holders
569
Holders Change
+6
Holders Change %
+1.07%
% of All Funds
8.97%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
74
Increased
219
Reduced
185
Closed
60
Calls
$35.5M
Puts
$29.1M
Net Calls
+$6.36M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.16B +$49M +2,119,243 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$930M +$10.3M +443,812 +1%
Pzena Investment Management
3
Pzena Investment Management
New York
$776M +$183M +7,908,772 +28%
IC
4
Icahn Carl
Florida
$708M -$246M -10,634,184 -24%
State Street
5
State Street
Massachusetts
$458M +$30.8M +1,330,465 +7%
JP Morgan Chase
6
JP Morgan Chase
New York
$434M -$46.3M -2,002,361 -9%
Victory Capital Management
7
Victory Capital Management
Texas
$297M +$59.4M +2,570,290 +23%
N
8
Nuveen
North Carolina
$179M -$22.6M -975,967 -11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$168M +$1.68M +72,567 +0.9%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$166M +$3.32M +143,844 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$130M -$19.6M -847,417 -12%
Invesco
12
Invesco
Georgia
$118M -$44.9M -1,944,656 -26%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$115M +$902K +39,009 +0.7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$113M +$7.83M +338,596 +7%
Primecap Management
15
Primecap Management
California
$110M -$7.13M -308,350 -6%
Northern Trust
16
Northern Trust
Illinois
$91M -$29.3M -1,265,608 -23%
Luther King Capital Management (LKCM)
17
Luther King Capital Management (LKCM)
Texas
$87.4M +$20.4M +881,580 +28%
Caisse de Depot et Placement du Quebec (CDPQ)
18
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$80.5M -$58.1M -2,512,000 -40%
Norges Bank
19
Norges Bank
Norway
$74.2M -$4.01M -173,478 -5%
Bank of America
20
Bank of America
North Carolina
$72.9M +$15.5M +669,232 +24%
Charles Schwab
21
Charles Schwab
California
$62.2M +$2.44M +105,731 +4%
Legal & General Group
22
Legal & General Group
United Kingdom
$61.3M +$3.38M +146,343 +5%
Morgan Stanley
23
Morgan Stanley
New York
$48.1M +$1.66M +71,703 +3%
Renaissance Technologies
24
Renaissance Technologies
New York
$47.4M +$4.68M +202,600 +10%
Ameriprise
25
Ameriprise
Minnesota
$45.1M -$1.81M -78,408 -4%

NWL Hedge Fund Activity: Q1 2022 in Review

569 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q1 2022, worth a combined $8.13B — down 2.1% from $8.3B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new NWL positions and 60 closed out — a net gain of 14 holders — while 219 added to existing stakes and 185 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $183M. The largest seller was Icahn Carl, cutting an estimated $246M.

  • 569 institutional investors held Newell Brands (NWL) as of Q1 2022, up from 563 in Q4 2021.
  • Funds reported $8.13B of Newell Brands stock for Q1 2022, down 2.1% quarter-over-quarter.
  • 74 funds opened new Newell Brands positions in Q1 2022 and 60 closed out, a net change of +14 holders.
  • The largest Newell Brands buyer in Q1 2022 was Pzena Investment Management, an estimated $183M added.
  • The largest Newell Brands seller in Q1 2022 was Icahn Carl, an estimated $246M sold.

Based on aggregated 13F filings for Q1 2022.