Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NEWELL BRANDS INC (NWL)

426 + Investors. Track Smart Money conviction in NWL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +26
Streak
2Q ▲
Buyers last Q
56%

Smart Money Signals — NWL

Based on 423 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added NWL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
423 funds currently hold this stock — 89% of the 3.0-year high of 474 funds (reached 2023 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
24 fewer hedge funds hold NWL compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 56% buying

258 buying205 selling
Last quarter: 258 funds bought or added vs 205 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+45 vs last Q)

new funds entering per quarter
Funds opening a new NWL position: 58 → 72 → 56 → 101. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 15% medium ■ 18% new
284 out of 423 hedge funds have held NWL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -1%, value -63%

Value
-62%
Shares
-1%
Last quarter: funds added -1% more shares while total portfolio value only changed -63%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

90 → 58 → 72 → 56 → 101 new funds/Q
New funds entering each quarter: 58 → 72 → 56 → 101. A growing number of institutions are discovering NWL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 7% 1-2yr ■ 20% new
Of 445 current holders: 321 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
53 of 423 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in NWL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NWL

In 2025 Q4, 258 hedge funds were net buyers of NWL (101 opened a new position, 157 added to an existing one), while 205 reduced or exited (130 trimmed, 75 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 44% of total institutional value in NWL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +26 funds (more new holders than closures). Total institutional holders: 423.

Hedge Fund Ownership: NWL

How many hedge funds hold NWL — quarterly history vs. share price
Quarterly hedge fund ownership of NWL vs. share price

Market Analysis: NWL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NWL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

58 top-rated funds 1 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: NWL
2026 Q1 Stats Unlock in 1 days 426 + Investors

Track Smart Money conviction in NWL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 426 397 7.3%
13F Shares 421M 426M -1.07%
Total Value $1.57B $4.74B -66.78%
New Positions 102 56 +46
Increased Positions 172 158 +14
Closed Positions 75 53 +22
Reduced Positions 148 159 -11
Total Calls 12 11 9.09%
Total Puts 13 14 -7.14%
PUT/CALL Ratio 1.08 1.27 Neutral

Statistics: NWL

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

426 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NWL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of NWL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 QSM Asset Management Ltd 2.09% 1,260,116 $4.3M
2 DEPRINCE RACE & ZOLLO INC 1.19% 18,385,859 $63.1M
3 Prentice Capital Management, LP 0.86% 114,439 $393K
4 CM Management, LLC 0.57% 200,000 $686K
5 Rubric Capital Management LP 0.55% 15,257,431 $52.3M
6 Paloma Partners Management Co 0.54% 800,000 $2.7M
7 PZENA INVESTMENT MANAGEMENT LLC 0.53% 47,802,935 $164.0M
8 Quantessence Capital LLC 0.44% 26,195 $90K
9 Optimize Financial Inc 0.26% 151,138 $518K
10 SummerHaven Investment Management, LLC 0.24% 112,126 $385K
11 Cygnus Capital Advisors, LLC 0.18% 66,497 —
12 Saba Capital Management, L.P. 0.17% 1,795,447 $6.2M
13 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.17% 2,410,833 $8.3M
14 PRELUDE CAPITAL MANAGEMENT, LLC 0.13% 503,818 $1.7M
15 Sightline Wealth Advisors, LLC 0.11% 78,061 $268K
16 PDT Partners, LLC 0.11% 537,838 $1.8M
17 INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 0.10% 70,090 $240K
18 CastleKnight Management LP 0.10% 1,701,900 $5.8M
19 DARK FOREST CAPITAL MANAGEMENT LP 0.09% 308,270 $1.1M
20 Jump Financial, LLC 0.09% 2,049,897 $7.0M
21 Prosperity Planning, Inc. 0.09% 99,352 $341K
22 Counterpoint Mutual Funds LLC 0.08% 159,680 $548K
23 JPMORGAN CHASE & CO 0.08% 717,500 $2.37B
24 HIGHBRIDGE CAPITAL MANAGEMENT LLC 0.08% 717,500 $2.4M
25 Crawford Fund Management, LLC 0.08% 115,000 $394K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — NEWELL BRANDS INC (NWL)

What does the Smart Money Trend signal show for NWL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added NWL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NWL?

Slight buying edge — 56% buying: Last quarter: 258 funds bought or added vs 205 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NWL holders?

Elite ownership — 44% AUM from top-100 funds: 53 of 423 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in NWL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NWL?

67% of holders stayed for 2+ years: 284 out of 423 hedge funds have held NWL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.