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Newell Brands

456 hedge funds and large institutions have $3.4B invested in Newell Brands in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 122 increasing their positions, 188 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $49.7M | Put options by funds: $34.3M

2.23% more ownership

Funds ownership: 92.26%94.49% (+2.2%)

5% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 74

0% less funds holding

Funds holding: 457456 (-1)

1% less capital invested

Capital invested by funds: $3.45B → $3.4B (-$50.1M)

35% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 188

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
456
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
6.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
78
Increased
122
Reduced
188
Closed
74
Calls
$49.7M
Puts
$34.3M
Net Calls
+$15.4M
Net Calls Change
-$9.99M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$590M -$7.68M -1,007,728 -1%
Pzena Investment Management
2
Pzena Investment Management
New York
$470M -$5.33M -699,463 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$390M +$5.64M +739,295 +2%
State Street
4
State Street
Massachusetts
$150M +$2.66M +348,495 +2%
Morgan Stanley
5
Morgan Stanley
New York
$149M +$82.6M +10,828,736 +171%
JP Morgan Chase
6
JP Morgan Chase
New York
$142M +$141K +18,522 +0.1%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$119M +$5.03M +660,347 +5%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$98.3M +$3.34M +437,760 +4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$74.9M +$3.31M +434,762 +5%
Primecap Management
10
Primecap Management
California
$73.9M +$16.8M +2,209,672 +35%
Pacer Advisors
11
Pacer Advisors
Pennsylvania
$69.8M +$61.3M +8,041,870 New
Fidelity Investments
12
Fidelity Investments
Massachusetts
$60M +$11.5M +1,506,848 +28%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$57.5M +$2.1M +274,820 +4%
IC
14
Icahn Carl
Florida
$51.6M
CCPM
15
Cooper Creek Partners Management
New York
$46.5M +$28.3M +3,708,105 +225%
Marshall Wace
16
Marshall Wace
United Kingdom
$46.3M -$9.2M -1,206,622 -18%
Luther King Capital Management (LKCM)
17
Luther King Capital Management (LKCM)
Texas
$43.7M -$4.33M -567,857 -10%
Charles Schwab
18
Charles Schwab
California
$36.6M +$1.16M +151,772 +4%
Norges Bank
19
Norges Bank
Norway
$32.8M +$2.11M +276,962 +8%
Squarepoint
20
Squarepoint
New York
$28.9M +$10.4M +1,364,026 +69%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$24.8M -$167K -21,840 -0.8%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$23.8M +$1.48M +193,564 +8%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$22.8M -$668K -87,578 -3%
SC
24
Sasco Capital
Connecticut
$22.6M -$2.95M -386,320 -13%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$20.6M +$11.2M +1,468,550 +163%

NWL Hedge Fund Activity: Q4 2023 in Review

456 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q4 2023, worth a combined $3.4B — down 1.5% from $3.45B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new NWL positions and 74 closed out — a net gain of 4 holders — while 122 added to existing stakes and 188 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $82.6M. The largest seller was Nuveen, cutting an estimated $74.1M.

  • 456 institutional investors held Newell Brands (NWL) as of Q4 2023, down from 457 in Q3 2023.
  • Funds reported $3.4B of Newell Brands stock for Q4 2023, down 1.5% quarter-over-quarter.
  • 78 funds opened new Newell Brands positions in Q4 2023 and 74 closed out, a net change of +4 holders.
  • The largest Newell Brands buyer in Q4 2023 was Morgan Stanley, an estimated $82.6M added.
  • The largest Newell Brands seller in Q4 2023 was Nuveen, an estimated $74.1M sold.

Based on aggregated 13F filings for Q4 2023.