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Newell Brands

403 hedge funds and large institutions have $2.56B invested in Newell Brands in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 132 increasing their positions, 144 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $15.9M

0.99% more ownership

Funds ownership: 95.33%96.33% (+0.99%)

8% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 144

3% less funds holding

Funds holding: 416403 (-13)

13% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 54

19% less capital invested

Capital invested by funds: $3.17B → $2.56B (-$610M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
403
Holders Change
-13
Holders Change %
-3.13%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
132
Reduced
144
Closed
54
Calls
$20.5M
Puts
$15.9M
Net Calls
+$4.64M
Net Calls Change
+$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$443M -$16.7M -2,247,607 -3%
Pzena Investment Management
2
Pzena Investment Management
New York
$336M -$9.76M -1,312,034 -2%
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$301M +$80.7M +10,850,063 +30%
Vanguard Group
4
Vanguard Group
Pennsylvania
$283M -$3.11M -418,211 -0.9%
State Street
5
State Street
Massachusetts
$93.8M -$24.4M -3,284,375 -18%
Primecap Management
6
Primecap Management
California
$90.1M +$15.7M +2,109,892 +18%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$89.6M -$178K -23,916 -0.2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$75.8M +$19.9M +2,668,384 +29%
CCPM
9
Cooper Creek Partners Management
New York
$71.4M +$16.5M +2,212,914 +25%
DRZID
10
DePrince Race & Zollo Inc (DRZ)
Florida
$65.6M +$1.02M +137,441 +1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$41.8M +$2.4M +323,138 +5%
JP Morgan Chase
12
JP Morgan Chase
New York
$38.9M -$338K -45,370 -0.7%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$35.3M +$1.02M +137,297 +3%
Luther King Capital Management (LKCM)
14
Luther King Capital Management (LKCM)
Texas
$30.2M -$1.71M -229,538 -5%
Charles Schwab
15
Charles Schwab
California
$29.4M +$887K +119,219 +3%
Norges Bank
16
Norges Bank
Norway
$27.9M -$3.19M -428,076 -9%
Morgan Stanley
17
Morgan Stanley
New York
$26.7M -$15.9M -2,131,792 -34%
Invesco
18
Invesco
Georgia
$23.2M +$1.5M +201,029 +6%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$23M -$7.52M -1,009,950 -22%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$18.1M +$1.61M +215,759 +8%
Voloridge Investment Management
21
Voloridge Investment Management
Florida
$18M -$11.9M -1,597,505 -36%
SC
22
Sasco Capital
Connecticut
$16.8M
AQR Capital Management
23
AQR Capital Management
Connecticut
$16M +$9.78M +1,314,514 +107%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$15.2M +$458K +61,482 +3%
Bank of America
25
Bank of America
North Carolina
$14.8M -$1.42M -190,714 -8%

NWL Hedge Fund Activity: Q2 2024 in Review

403 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q2 2024, worth a combined $2.56B — down 19% from $3.17B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of NWL and 47 opened new positions — a net loss of 7 holders — while 144 trimmed existing stakes and 132 added.

The largest buyer was Pacer Advisors, adding an estimated $80.7M. The largest seller was State Street, cutting an estimated $24.4M.

  • 403 institutional investors held Newell Brands (NWL) as of Q2 2024, down from 416 in Q1 2024.
  • Funds reported $2.56B of Newell Brands stock for Q2 2024, down 19% quarter-over-quarter.
  • 47 funds opened new Newell Brands positions in Q2 2024 and 54 closed out, a net change of -7 holders.
  • The largest Newell Brands buyer in Q2 2024 was Pacer Advisors, an estimated $80.7M added.
  • The largest Newell Brands seller in Q2 2024 was State Street, an estimated $24.4M sold.

Based on aggregated 13F filings for Q2 2024.