We are live on ! Find out more
NWL icon

Newell Brands

548 hedge funds and large institutions have $5.7B invested in Newell Brands in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 217 increasing their positions, 185 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $39.7M | Put options by funds: $15.2M

17% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 185

1.06% more ownership

Funds ownership: 91.52%92.58% (+1.1%)

3% less funds holding

Funds holding: 566548 (-18)

19% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 69

21% less capital invested

Capital invested by funds: $7.2B → $5.7B (-$1.51B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
548
Holders Change
-18
Holders Change %
-3.18%
% of All Funds
9.44%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
56
Increased
217
Reduced
185
Closed
69
Calls
$39.7M
Puts
$15.2M
Net Calls
+$24.5M
Net Calls Change
+$7.26M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$785M +$29.6M +1,583,751 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$603M +$16.2M +869,557 +2%
Pzena Investment Management
3
Pzena Investment Management
New York
$541M +$25.9M +1,385,298 +4%
IC
4
Icahn Carl
Florida
$459M
CWA
5
CM Wealth Advisors
Ohio
$381M +$69.1K +3,700 +16%
State Street
6
State Street
Massachusetts
$316M +$11.6M +623,235 +3%
JP Morgan Chase
7
JP Morgan Chase
New York
$292M +$8.72M +467,106 +2%
Victory Capital Management
8
Victory Capital Management
Texas
$215M +$22.9M +1,225,381 +9%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$122M +$1.71M +91,612 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$110M +$5.03M +269,254 +4%
Invesco
11
Invesco
Georgia
$82.4M +$7.44M +398,314 +7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$74M -$2.28M -122,067 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$73.6M -$121K -6,454 -0.1%
Morgan Stanley
14
Morgan Stanley
New York
$70.4M +$27.2M +1,456,048 +40%
Luther King Capital Management (LKCM)
15
Luther King Capital Management (LKCM)
Texas
$68.4M +$5.5M +294,745 +6%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$68.2M -$6.31M -337,843 -6%
Primecap Management
17
Primecap Management
California
$64.5M -$4.44M -237,900 -5%
Northern Trust
18
Northern Trust
Illinois
$54.8M -$1.75M -93,658 -2%
Bank of America
19
Bank of America
North Carolina
$50.9M +$5.22M +279,353 +8%
Norges Bank
20
Norges Bank
Norway
$44.5M -$2.35M -125,953 -4%
Charles Schwab
21
Charles Schwab
California
$42.1M +$2.64M +141,608 +5%
N
22
Nuveen
North Carolina
$41.9M +$7.6M +406,904 +16%
Legal & General Group
23
Legal & General Group
United Kingdom
$40.4M +$237K +12,714 +0.4%
Lazard Asset Management
24
Lazard Asset Management
New York
$37.1M +$1.08M +57,848 +2%
Ameriprise
25
Ameriprise
Minnesota
$35.3M +$3.42M +182,979 +8%

NWL Hedge Fund Activity: Q3 2022 in Review

548 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q3 2022, worth a combined $5.7B — down 21% from $7.2B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of NWL and 56 opened new positions — a net loss of 13 holders — while 185 trimmed existing stakes and 217 added.

The largest buyer was BlackRock, adding an estimated $29.6M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $65.7M sold.

  • 548 institutional investors held Newell Brands (NWL) as of Q3 2022, down from 566 in Q2 2022.
  • Funds reported $5.7B of Newell Brands stock for Q3 2022, down 21% quarter-over-quarter.
  • 56 funds opened new Newell Brands positions in Q3 2022 and 69 closed out, a net change of -13 holders.
  • The largest Newell Brands buyer in Q3 2022 was BlackRock, an estimated $29.6M added.
  • The largest Newell Brands seller in Q3 2022 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $65.7M sold.

Based on aggregated 13F filings for Q3 2022.