Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Newell Brands Inc (NWL)

413 + 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
57%

Smart Money Signals — NWL

Based on 417 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their NWL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
417 funds currently hold this stock — 92% of the 3.0-year high of 455 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

237 buying177 selling
Last quarter: 237 funds bought or added vs 177 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.
⚠️

Fewer new buyers each quarter (-48 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 72 → 56 → 101 → 53. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 14% medium ■ 17% new
285 out of 417 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.
💰

Price up while funds trimmed (+113% value, -2% shares)

Value
+112%
Shares
-2%
Last quarter: total value of institutional NWL holdings rose +113% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

58 → 72 → 56 → 101 → 53 new funds/Q
New funds entering each quarter: 72 → 56 → 101 → 53. A growing number of institutions are discovering NWL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 75% veterans vs 20% newcomers

■ 75% veterans ■ 6% 1-2yr ■ 20% new
Entry-cohort mix of 429 holders: 321 (75%) are 2+ year veterans, 24 entered 1–2 years ago, and 84 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 78% AUM from top-100 funds

78% from top-100 AUM funds
50 of 412 holders are among the 100 largest funds by AUM, controlling 78% 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.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 Q1, 237 hedge funds were net buyers of NWL (53 opened a new position, 184 added to an existing one), while 177 reduced or exited (118 trimmed, 59 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 78% 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 exits than new entries). Total institutional holders: 417.

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 Q1 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 March 31, 2026 · 75d ago
NWL
+43.4%
XLP
+4.7%

NWL outperformed XLP by +38.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
NWL
+30.7%
XLP
+1.4%

Since the filing became public, NWL outperformed XLP by +29.3% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 0 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: NWL
413 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 413 423 -2.36%
13F Shares 412M 423M -2.44%
Total Value $3.77B $1.77B 112.77%
New Positions 51 101 -50
Increased Positions 173 152 +21
Closed Positions 61 75 -14
Reduced Positions 116 122 -6
Total Calls 9 12 -25.0%
Total Puts 7 13 -46.15%
PUT/CALL Ratio 0.78 1.08 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 Q1)

413 + 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 Q1 · 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 Saba Capital Management, L.P. 0.17% 1,795,447 $6.2M
12 Bridgeway Capital Management, LLC 0.17% 2,410,833 $8.3M
13 Prelude Capital Management, LLC 0.13% 503,818 $1.7M
14 Sightline Wealth Advisors, LLC 0.11% 78,061 $268K
15 PDT Partners, LLC 0.11% 537,838 $1.8M
16 Investors Asset Management of Georgia Inc /Ga/ /Adv 0.10% 70,090 $240K
17 CastleKnight Management LP 0.10% 1,701,900 $5.8M
18 Dark Forest Capital Management LP 0.09% 308,270 $1.1M
19 Jump Financial, LLC 0.09% 2,049,897 $7.0M
20 Prosperity Planning, Inc. 0.09% 99,352 $341K
21 Counterpoint Mutual Funds LLC 0.08% 159,680 $548K
22 Highbridge Capital Management LLC 0.08% 717,500 $2.4M
23 Crawford Fund Management, LLC 0.08% 115,000 $394K
24 Pingora Partners LLC 0.06% 30,437 $104K
25 Register Financial Advisors LLC 0.06% 47,465 $163K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their NWL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for NWL?

Slight buying edge — 57% buying: Last quarter: 237 funds bought or added vs 177 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 — 78% AUM from top-100 funds: 50 of 412 holders are among the 100 largest funds by AUM, controlling 78% 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?

68% of holders stayed for 2+ years: 285 out of 417 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 Q1 hedge fund 13F filings?

As of today, NWL has moved +30.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.4% for the XLP sector ETF — an outperformance of +29.3%. Since the quarter end (March 31, 2026), NWL has gained +43.4% vs +4.7% for XLP. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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 →