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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
$90.5M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$112M
3
Invesco
Invesco
Georgia
$128M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$98M
5
CCPM
Cooper Creek Partners Management
New York
$53.6M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$172K
2
BlackRock
BlackRock
New York
$374M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.03M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$165M
5
Aviva
Aviva
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
426
Global Retirement Partners
California
$2.8K +$539 +62 +24%
SWA
427
SOA Wealth Advisors
New York
$2.77K +$17 +2 +0.6%
Jones Financial Companies
428
Jones Financial Companies
Missouri
$2.73K -$2.11K -242 -44%
WIM
429
Westside Investment Management
California
$2.61K – – –
HCM
430
Hollencrest Capital Management
California
$2.61K – – –
BWAM
431
Boyd Watterson Asset Management
Ohio
$2.43K – – –
FMII
432
Farmers & Merchants Investments Inc
Nebraska
$2.31K – – –
AF
433
Allworth Financial
California
$2.3K -$15.7K -1,804 -87%
FBC
434
Fairfield, Bush & Co
Connecticut
$2.21K +$2.21K +254 New
IGWM
435
ICA Group Wealth Management
Colorado
$2.18K -$283K -32,584 -99%
PFG
436
Piershale Financial Group
Illinois
$2.18K – – –
WOSD
437
WFA of San Diego
California
$2.18K +$2.18K +250 New
EARNEST Partners
438
EARNEST Partners
Georgia
$2.06K – – –
WTC
439
WhitTier Trust Company
Nevada
$2.05K – – –
CMP
440
Coston McIsaac & Partners
Maine
$2K +$16 +2 +0.8%
CT
441
Colonial Trust
South Carolina
$1.79K – – –
CSWM
442
Cassady Schiller Wealth Management
Ohio
$1.74K -$4.71K -541 -73%
BWA
443
BDO Wealth Advisors
Florida
$1.74K – – –
CSPIA
444
Cary Street Partners Investment Advisory
Virginia
$1.74K – – –
TCOV
445
Trust Company of Vermont
Vermont
$1.74K – – –
TFA
446
Toth Financial Advisory
Virginia
$1.74K +$1.74K +200 New
TIM
447
Tortoise Investment Management
New York
$1.74K +$1.74K +200 New
KFI
448
Key Financial Inc
Pennsylvania
$1.51K – – –
BAAM
449
Baker Avenue Asset Management
California
$1.43K +$1.43K +164 New
CHC
450
City Holding Co
West Virginia
$1.37K – – –
16 17
18
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