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Newell Brands
NWL

Overview Fund Activity

480 hedge funds and large institutions have $3.37B invested in Newell Brands in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 161 increasing their positions, 173 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-32
Holders Change %
-6.25%
% of All Funds
7.57%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
71
Increased
161
Reduced
173
Closed
101
Calls
$52.7M
Puts
$31.9M
Net Calls
+$20.8M
Net Calls Change
-$11.7M

Top Buyers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$33M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$29.6M
3
Invesco
Invesco
Georgia
+$28.9M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$27.6M
5
CCPM
Cooper Creek Partners Management
New York
+$24.5M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$128M
2
BlackRock
BlackRock
New York
-$48.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$33.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$24.5M
5
Aviva
Aviva
United Kingdom
-$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOSM
351
First National Bank of South Miami
Florida
$57.2K -$5.32K -611 -9%
BCWM
352
Bartlett & Co Wealth Management
Ohio
$50.5K +$50.5K +5,800 New
BC
353
Bartlett & Co
Ohio
$50K +$50K +5,800 New
RFG
354
RFP Financial Group
Georgia
$48.3K +$31.1K +3,575 +181%
AIP
355
Ameritas Investment Partners
Nebraska
$45K – – –
Bessemer Group
356
Bessemer Group
New Jersey
$35K -$53.6K -6,089 -60%
GIA
357
GHP Investment Advisors
Colorado
$34.7K – – –
BFEC
358
Benjamin F. Edwards & Company
Missouri
$33K -$32.6K -3,700 -50%
CNBTD
359
Citizens National Bank Trust Department
Mississippi
$30.5K -$4.35K -500 -13%
DAC
360
Dividend Assets Capital
South Carolina
$29K -$2.62K -300 -8%
LWCFA
361
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27.7K -$7K -805 -20%
RMC
362
Resources Management Corp
Connecticut
$27K +$26.6K +3,000 +6,000%
SCM
363
Silvant Capital Management
Georgia
$26.3K – – –
CTC
364
Central Trust Company
Missouri
$26.1K – – –
GWM
365
Geneos Wealth Management
Colorado
$24.8K +$17.3K +1,994 +233%
PCM
366
Penserra Capital Management
California
$21K +$21K +2,422 New
SOW
367
State of Wyoming
Wyoming
$19.5K +$4.93K +567 +34%
ZB
368
Zions Bancorporation
Utah
$19.4K +$1.74K +200 +10%
EWA
369
EverSource Wealth Advisors
Alabama
$18.8K +$1.48K +170 +9%
CFB
370
Cullen/Frost Bankers
Texas
$17.4K -$59K -6,783 -77%
ACM
371
Antonetti Capital Management
Florida
$17.2K – – –
CAL
372
Capital Analysts LLC
Pennsylvania
$17K -$1.23K -143 -7%
PTC
373
Private Trust Company
Ohio
$16.1K +$4.63K +532 +40%
HI
374
Harbour Investments
Wisconsin
$15.7K +$35 +4 +0.2%
AF
375
Advisornet Financial
Minnesota
$14.7K +$879 +101 +6%
13 14
15
16 17