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Newell Brands

446 hedge funds and large institutions have $3.95B invested in Newell Brands in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 151 increasing their positions, 129 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

34% more capital invested

Capital invested by funds: $2.95B → $3.95B (+$999M)

29% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 68

27% more call options, than puts

Call options by funds: $49.5M | Put options by funds: $39M

17% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 129

3% more funds holding

Funds holding: 432446 (+14)

3% more ownership

Funds ownership: 92.22%95.22% (+3%)

Holders
446
Holders Change
+14
Holders Change %
+3.24%
% of All Funds
5.87%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
88
Increased
151
Reduced
129
Closed
68
Calls
$49.5M
Puts
$39M
Net Calls
+$10.6M
Net Calls Change
+$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$651M +$17.5M +1,929,377 +3%
Pzena Investment Management
2
Pzena Investment Management
New York
$488M -$31.4M -3,456,287 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$467M +$17.9M +1,974,823 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$180M +$28.9M +3,188,718 +21%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$165M -$410K -45,165 -0.3%
State Street
6
State Street
Massachusetts
$145M +$6.69M +737,423 +5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$145M +$92.3M +10,172,696 +234%
Primecap Management
8
Primecap Management
California
$141M -$5.23M -576,659 -4%
CCPM
9
Cooper Creek Partners Management
New York
$128M -$45.4M -5,002,051 -28%
DRZID
10
DePrince Race & Zollo Inc (DRZ)
Florida
$127M +$12.4M +1,363,913 +12%
HAI
11
Hennessy Advisors Inc
California
$72.4M +$66M +7,272,200 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$69.1M +$2.75M +303,371 +5%
Victory Capital Management
13
Victory Capital Management
Texas
$67.6M +$18.7M +2,066,599 +44%
Fidelity International
14
Fidelity International
Bermuda
$57M +$27.1M +2,986,426 +109%
Morgan Stanley
15
Morgan Stanley
New York
$48.2M -$532K -58,634 -1%
Luther King Capital Management (LKCM)
16
Luther King Capital Management (LKCM)
Texas
$42.7M +$1.01M +111,614 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$40.1M +$9.83M +1,083,921 +37%
Charles Schwab
18
Charles Schwab
California
$39.8M +$1.61M +178,028 +5%
Norges Bank
19
Norges Bank
Norway
$37.2M -$10M -1,101,944 -23%
UBS Group
20
UBS Group
Switzerland
$36.3M +$22.8M +2,509,005 +220%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$33.4M +$20.7M +2,282,949 +214%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$32.8M +$5.34M +588,777 +22%
Northern Trust
23
Northern Trust
Illinois
$29.6M +$4.51M +496,780 +20%
Millennium Management
24
Millennium Management
New York
$25.8M -$47.1M -5,192,800 -67%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$23.5M -$4.92M -541,932 -19%

NWL Hedge Fund Activity: Q4 2024 in Review

446 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q4 2024, worth a combined $3.95B — up 34% from $2.95B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new NWL positions and 68 closed out — a net gain of 20 holders — while 151 added to existing stakes and 129 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $92.3M. The largest seller was Millennium Management, cutting an estimated $47.1M.

  • 446 institutional investors held Newell Brands (NWL) as of Q4 2024, up from 432 in Q3 2024.
  • Funds reported $3.95B of Newell Brands stock for Q4 2024, up 34% quarter-over-quarter.
  • 88 funds opened new Newell Brands positions in Q4 2024 and 68 closed out, a net change of +20 holders.
  • The largest Newell Brands buyer in Q4 2024 was Fidelity Investments, an estimated $92.3M added.
  • The largest Newell Brands seller in Q4 2024 was Millennium Management, an estimated $47.1M sold.

Based on aggregated 13F filings for Q4 2024.