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Newell Brands
NWL

Overview Fund Activity

412 hedge funds and large institutions have $3.17B invested in Newell Brands in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 143 increasing their positions, 161 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
-39
Holders Change %
-8.65%
% of All Funds
5.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
29
Increased
143
Reduced
161
Closed
61
Calls
$23.6M
Puts
$26.6M
Net Calls
-$3.01M
Net Calls Change
-$18.4M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$290M
2
CCPM
2
Cooper Creek Partners Management
New York
$71.7M
3
Primecap Management
3
Primecap Management
California
$95.9M
4
BlackRock
4
BlackRock
New York
$573M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$43.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$49.1M
3
IC
3
Icahn Carl
Florida
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$18M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$36.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
251
SignatureFD
Georgia
$128K -$5.57K -693 -4%
SRC
252
Sage Rhino Capital
California
$124K +$112 +14 +0.1%
FWM
253
Forza Wealth Management
Florida
$123K -$2.93K -365 -2%
RFA
254
Register Financial Advisors
Georgia
$123K -$7.99K -995 -6%
CGH
255
Crossmark Global Holdings
Texas
$121K -$1.27K -159 -1%
PA
256
Parallel Advisors
California
$120K -$17.2K -2,138 -13%
DAS
257
Dynamic Advisor Solutions
Arizona
$120K +$35.7K +4,445 +42%
LFAS
258
Level Four Advisory Services
Texas
$120K – – –
JSW
259
Journey Strategic Wealth
New Jersey
$119K -$1.39K -173 -1%
MCA
260
MSH Capital Advisors
Arizona
$118K -$8.03K -1,000 -6%
NA
261
NewEdge Advisors
Louisiana
$117K +$75.2K +9,370 +179%
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$117K +$52.4K +6,536 +81%
KWA
263
Kingswood Wealth Advisors
California
$116K +$482 +60 +0.4%
X
264
Xponance
Pennsylvania
$113K +$3.92K +488 +4%
ACM
265
Argyle Capital Management
Pennsylvania
$108K -$4.02K -500 -4%
SPC
266
Sigma Planning Corp
Michigan
$107K +$107K +13,365 New
QCG
267
Quadrant Capital Group
Ohio
$107K -$43.8K -5,460 -29%
KFS
268
Keynote Financial Services
Connecticut
$103K +$103K +12,879 New
FTDI
269
First Trust Direct Indexing
Massachusetts
$103K +$20.1K +2,508 +24%
PA
270
Profund Advisors
Maryland
$98.2K -$36.9K -4,599 -27%
EF
271
Empirical Finance
Pennsylvania
$96.4K -$715 -89 -0.7%
SFA
272
Sequoia Financial Advisors
Ohio
$94.9K -$42.1K -5,246 -31%
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$93.4K +$6.5K +809 +7%
UCFA
274
United Capital Financial Advisors
Texas
$91.3K -$24.1K -2,997 -21%
DI
275
Diligent Investors
California
$90.7K -$3.47K -432 -4%
9 10
11
12 13