Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Newell Brands Inc (NWL)

414 + 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
↑ +6
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — NWL

Based on 425 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
425 hedge funds hold NWL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 3 quarters from the low — a sharp move.
🟡

Slight buying edge — 55% buying

240 buying196 selling
Last quarter: 240 funds bought or added vs 196 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 (+21 vs last Q)

new funds entering per quarter
Funds opening a new NWL position: 56 → 101 → 53 → 74. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 14% medium ■ 20% new
281 out of 425 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 +9%, value -17%

Value
-16%
Shares
+9%
Last quarter: funds added +9% more shares while total portfolio value only changed -17%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

73 → 56 → 101 → 53 → 74 new funds/Q
New funds entering each quarter: 56 → 101 → 53 → 74. NWL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 72% veterans vs 21% newcomers

■ 72% veterans ■ 7% 1-2yr ■ 21% new
Entry-cohort mix of 436 holders: 313 (72%) are 2+ year veterans, 31 entered 1–2 years ago, and 92 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
56 of 419 holders are among the 100 largest funds by AUM, controlling 63% 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 2026 Q2, 240 hedge funds were net buyers of NWL (74 opened a new position, 166 added to an existing one), while 196 reduced or exited (128 trimmed, 68 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 63% of total institutional value in NWL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 425.

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.

Is It Too Late to Buy Newell Brands Inc (NWL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NWL has moved relative to its sector benchmark (XLP) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 80d ago
NWL
-7.9%
XLP
+0.5%

NWL outperformed XLP by -8.4% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 35d ago
NWL
-8.3%
XLP
-3.0%

Since the filing became public, NWL outperformed XLP by -5.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 1 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: NWL
414 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 414 419 -1.19%
13F Shares 450M 416M 8.19%
Total Value $2.67B $3.79B -29.46%
New Positions 73 53 +20
Increased Positions 159 177 -18
Closed Positions 72 58 +14
Reduced Positions 125 116 +9
Total Calls 9 9 -
Total Puts 7 7 -
PUT/CALL Ratio 0.78 0.78 Neutral

Statistics: NWL

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

414 + 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 NWL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 QSM Asset Management Ltd 4.99% 1,580,116 $9.6M
2 Deprince Race & Zollo Inc 2.23% 21,683,591 $133.1M
3 Prentice Capital Management, LP 1.40% 120,223 $738K
4 EVR Research LP 1.30% 430,000 $2.6M
5 Unifi Asset Management LP 1.22% 480,574 $1.8M
6 Rubric Capital Management LP 0.90% 16,000,000 $98.2M
7 Pzena Investment Management LLC 0.86% 47,990,664 $294.7M
8 CM Management, LLC 0.78% 200,000 $1.2M
9 Landscape Capital Management, L.L.C. 0.42% 1,065,028 $6.5M
10 Axq Capital, LP 0.42% 627,181 $3.9M
11 Prelude Capital Management, LLC 0.37% 826,925 $5.1M
12 SummerHaven Investment Management, LLC 0.37% 112,126 $688K
13 Paloma Partners Management Co 0.36% 800,000 $4.9M
14 Pingora Partners LLC 0.35% 98,060 $602K
15 Optimize Financial INC. 0.33% 150,614 $925K
16 Bridgeway Capital Management, LLC 0.26% 2,373,018 $14.6M
17 Sightline Wealth Advisors, LLC 0.24% 108,479 $666K
18 Scientech Research LLC 0.22% 45,012 $276K
19 Sound Capital Solutions LLC 0.22% 150,614 $925K
20 Investors Asset Management of Georgia Inc /Ga/ /Adv 0.21% 98,190 $603K
21 Prosperity Planning, Inc. 0.18% 129,776 $797K
22 Susquehanna Portfolio Strategies, LLC 0.17% 1,696,864 $10.4M
23 First Nebraska Trust Co 0.15% 51,720 $821K
24 Counterpoint Mutual Funds LLC 0.14% 238,255 $1.5M
25 Caxton Associates LLP 0.14% 1,226,340 $7.5M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 55% buying: Last quarter: 240 funds bought or added vs 196 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 — 63% AUM from top-100 funds: 56 of 419 holders are among the 100 largest funds by AUM, controlling 63% 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?

66% of holders stayed for 2+ years: 281 out of 425 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.

Is it too late to buy Newell Brands Inc (NWL) following the 2026 Q2 hedge fund 13F filings?

As of today, NWL has moved -8.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -3.0% for the XLP sector ETF — an outperformance of -5.3%. Since the quarter end (June 30, 2026), NWL has gained -7.9% vs +0.5% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →