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Newell Brands

518 hedge funds and large institutions have $4.94B invested in Newell Brands in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 215 increasing their positions, 166 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $51.2M | Put options by funds: $18.8M

30% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 166

0.97% more ownership

Funds ownership: 95.23%96.2% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $5.08B → $4.94B (-$138M)

4% less funds holding

Funds holding: 541518 (-23)

20% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 71

Holders
518
Holders Change
-23
Holders Change %
-4.25%
% of All Funds
8.25%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
57
Increased
215
Reduced
166
Closed
71
Calls
$51.2M
Puts
$18.8M
Net Calls
+$32.5M
Net Calls Change
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Pzena Investment Management
1
Pzena Investment Management
New York
$632M +$48.6M +3,443,400 +7%
BlackRock
2
BlackRock
New York
$604M -$98.4M -6,979,449 -13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$549M +$812K +57,595 +0.1%
IC
4
Icahn Carl
Florida
$373M -$43.5M -3,084,669 -9%
State Street
5
State Street
Massachusetts
$313M +$38.5M +2,732,905 +12%
JP Morgan Chase
6
JP Morgan Chase
New York
$271M -$3.29M -233,542 -1%
Victory Capital Management
7
Victory Capital Management
Texas
$183M +$836K +59,258 +0.4%
Invesco
8
Invesco
Georgia
$141M -$3.87M -274,403 -2%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$118M +$8.45M +599,209 +7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$111M +$10.6M +748,321 +9%
N
11
Nuveen
North Carolina
$101M +$67.5M +4,789,020 +145%
DRZID
12
DePrince Race & Zollo Inc (DRZ)
Florida
$82.2M -$6.15M -436,422 -6%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$75.9M +$9.86M +699,353 +13%
Morgan Stanley
14
Morgan Stanley
New York
$74M +$15.7M +1,110,495 +23%
Luther King Capital Management (LKCM)
15
Luther King Capital Management (LKCM)
Texas
$60.8M -$549K -38,947 -0.8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$52.7M +$11M +783,442 +23%
Primecap Management
17
Primecap Management
California
$49M -$3.46M -245,100 -6%
Northern Trust
18
Northern Trust
Illinois
$46.1M -$3.55M -251,911 -6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$43.3M -$1.33M -94,185 -3%
Norges Bank
20
Norges Bank
Norway
$41.7M +$1.27M +90,283 +3%
CCPM
21
Cooper Creek Partners Management
New York
$41.5M +$47.1M +3,338,578 New
Charles Schwab
22
Charles Schwab
California
$40.4M +$786K +55,759 +2%
Citadel Advisors
23
Citadel Advisors
Florida
$34.2M -$3.81M -270,542 -9%
First Trust Advisors
24
First Trust Advisors
Illinois
$33.2M +$17.1M +1,210,255 +83%
Bank of America
25
Bank of America
North Carolina
$30.5M +$8.27M +586,754 +31%

NWL Hedge Fund Activity: Q1 2023 in Review

518 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q1 2023, worth a combined $4.94B — down 2.7% from $5.08B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of NWL and 57 opened new positions — a net loss of 14 holders — while 166 trimmed existing stakes and 215 added.

The largest buyer was Nuveen, adding an estimated $67.5M. The largest seller was BlackRock, cutting an estimated $98.4M.

  • 518 institutional investors held Newell Brands (NWL) as of Q1 2023, down from 541 in Q4 2022.
  • Funds reported $4.94B of Newell Brands stock for Q1 2023, down 2.7% quarter-over-quarter.
  • 57 funds opened new Newell Brands positions in Q1 2023 and 71 closed out, a net change of -14 holders.
  • The largest Newell Brands buyer in Q1 2023 was Nuveen, an estimated $67.5M added.
  • The largest Newell Brands seller in Q1 2023 was BlackRock, an estimated $98.4M sold.

Based on aggregated 13F filings for Q1 2023.