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Newell Brands

566 hedge funds and large institutions have $7.2B invested in Newell Brands in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 218 increasing their positions, 189 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $44.8M | Put options by funds: $27.6M

15% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 189

14% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 59

0.51% more ownership

Funds ownership: 91.01%91.52% (+0.51%)

1% less funds holding

Funds holding: 569566 (-3)

11% less capital invested

Capital invested by funds: $8.13B → $7.2B (-$922M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
566
Holders Change
-3
Holders Change %
-0.53%
% of All Funds
9.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
67
Increased
218
Reduced
189
Closed
59
Calls
$44.8M
Puts
$27.6M
Net Calls
+$17.2M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.05B +$19M +895,416 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$810M -$19.2M -904,555 -2%
Pzena Investment Management
3
Pzena Investment Management
New York
$715M +$28M +1,318,143 +4%
IC
4
Icahn Carl
Florida
$630M
State Street
5
State Street
Massachusetts
$421M +$15.4M +724,401 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$392M +$6.67M +313,854 +2%
Victory Capital Management
7
Victory Capital Management
Texas
$272M +$8.1M +381,336 +3%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$166M +$20M +940,320 +12%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$145M -$5.12M -240,787 -3%
Invesco
10
Invesco
Georgia
$105M +$477K +22,434 +0.4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$104M -$12.9M -608,595 -10%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$101M +$373K +17,543 +0.3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$99.9M -$2.17M -102,330 -2%
Primecap Management
14
Primecap Management
California
$93M -$5.45M -256,450 -5%
Luther King Capital Management (LKCM)
15
Luther King Capital Management (LKCM)
Texas
$88.2M +$11.7M +549,210 +13%
Northern Trust
16
Northern Trust
Illinois
$76.9M -$4.48M -210,879 -5%
Morgan Stanley
17
Morgan Stanley
New York
$68.8M +$29.1M +1,368,820 +61%
Caisse de Depot et Placement du Quebec (CDPQ)
18
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$65.7M -$6.59M -310,400 -8%
Bank of America
19
Bank of America
North Carolina
$64.5M -$411K -19,351 -0.6%
Norges Bank
20
Norges Bank
Norway
$63.4M -$2.91M -136,795 -4%
Legal & General Group
21
Legal & General Group
United Kingdom
$55.1M +$723K +34,012 +1%
Charles Schwab
22
Charles Schwab
California
$55M -$313K -14,748 -0.5%
Renaissance Technologies
23
Renaissance Technologies
New York
$52.1M +$11.2M +525,800 +24%
Lazard Asset Management
24
Lazard Asset Management
New York
$49.7M +$39.8M +1,873,854 +254%
N
25
Nuveen
North Carolina
$49.6M -$116M -5,447,109 -68%

NWL Hedge Fund Activity: Q2 2022 in Review

566 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q2 2022, worth a combined $7.2B — down 11% from $8.13B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new NWL positions and 59 closed out — a net gain of 8 holders — while 218 added to existing stakes and 189 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $39.8M. The largest seller was Nuveen, cutting an estimated $116M.

  • 566 institutional investors held Newell Brands (NWL) as of Q2 2022, down from 569 in Q1 2022.
  • Funds reported $7.2B of Newell Brands stock for Q2 2022, down 11% quarter-over-quarter.
  • 67 funds opened new Newell Brands positions in Q2 2022 and 59 closed out, a net change of +8 holders.
  • The largest Newell Brands buyer in Q2 2022 was Lazard Asset Management, an estimated $39.8M added.
  • The largest Newell Brands seller in Q2 2022 was Nuveen, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2022.