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Newell Brands
NWL

Overview Fund Activity

451 hedge funds and large institutions have $3.45B invested in Newell Brands in 2023 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 148 increasing their positions, 161 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-28
Holders Change %
-5.85%
% of All Funds
7.19%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
70
Increased
148
Reduced
161
Closed
92
Calls
$51.1M
Puts
$25.7M
Net Calls
+$25.4M
Net Calls Change
+$4.63M

Top Buyers

1
BlackRock
1
BlackRock
New York
$623M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$59.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$48.8M
4
Ameriprise
4
Ameriprise
Minnesota
$32.8M
5
Pzena Investment Management
5
Pzena Investment Management
New York
$495M

Top Sellers

1
IC
1
Icahn Carl
Florida
$53.6M
2
Invesco
2
Invesco
Georgia
$16.6M
3
State Street
3
State Street
Massachusetts
$153M
4
CCPM
4
Cooper Creek Partners Management
New York
$14.9M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$57.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
401
Cary Street Partners Investment Advisory
Virginia
$2.94K +$1.13K +125 +63%
QC
402
Quent Capital
New York
$2.91K – – –
SWA
403
SOA Wealth Advisors
New York
$2.89K +$18 +2 +0.6%
WIM
404
Westside Investment Management
California
$2.71K – – –
BWAM
405
Boyd Watterson Asset Management
Ohio
$2.52K – – –
JWA
406
JFS Wealth Advisors
Pennsylvania
$2.31K -$1.81K -200 -44%
WOSD
407
WFA of San Diego
California
$2.26K – – –
GRP
408
Global Retirement Partners
California
$2.24K -$309 -39 -12%
EARNEST Partners
409
EARNEST Partners
Georgia
$2.14K – – –
CT
410
Colonial Trust
South Carolina
$2.03K – – –
CMP
411
Coston McIsaac & Partners
Maine
$2K +$16 +2 +0.8%
SFG
412
Steward Financial Group
Texas
$2K +$2K +282 New
TIM
413
Tortoise Investment Management
New York
$1.82K +$9 +1 +0.5%
CSWM
414
Cassady Schiller Wealth Management
Ohio
$1.81K – – –
TCOV
415
Trust Company of Vermont
Vermont
$1.81K – – –
VWM
416
Venturi Wealth Management
Texas
$1.77K +$1.77K +196 New
Allspring Global Investments
417
Allspring Global Investments
North Carolina
$1.66K -$188K -20,780 -99%
KFI
418
Key Financial Inc
Pennsylvania
$1.56K – – –
MCM
419
MV Capital Management
Maryland
$1.53K -$2.47K -273 -62%
CHC
420
City Holding Co
West Virginia
$1.42K – – –
DJSG
421
D.J. St. Germain
Massachusetts
$1.36K – – –
CA
422
Clearstead Advisors
Ohio
$1.07K -$4.24K -469 -80%
BIA
423
Bell Investment Advisors
California
$1.01K -$199 -22 -16%
GWSG
424
GPS Wealth Strategies Group
Colorado
$903 – – –
FP
425
Financial Perspectives
Minnesota
$903 – – –
15 16
17
18 19