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Newell Brands
NWL

Overview Fund Activity

451 hedge funds and large institutions have $3.4B invested in Newell Brands in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 122 increasing their positions, 184 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
6.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
78
Increased
122
Reduced
184
Closed
74
Calls
$49.7M
Puts
$34.3M
Net Calls
+$15.4M
Net Calls Change
-$9.99M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$149M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$69.8M
3
CCPM
Cooper Creek Partners Management
New York
$46.5M
4
Primecap Management
Primecap Management
California
$73.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$60M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$8.98M
2
Goldman Sachs
Goldman Sachs
New York
$5.46M
3
AA
ALPS Advisors
Colorado
$0
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.73M
5
Ameriprise
Ameriprise
Minnesota
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
426
Smartleaf Asset Management
Massachusetts
$758 +$758 +86 New
CFD
427
Creative Financial Designs
Indiana
$746 – – –
SIC
428
SJS Investment Consulting
Ohio
$721 +$156 +18 +28%
HGA
429
Hobbs Group Advisors
South Carolina
$677 +$677 +78 New
IGWM
430
ICA Group Wealth Management
Colorado
$677 +$677 +78 New
RFG
431
REAP Financial Group
Texas
$665 +$665 +77 New
SSB
432
Sandy Spring Bank
Maryland
$634 – – –
CFGS
433
Concourse Financial Group Securities
Alabama
$581 – – –
BWM
434
Baystate Wealth Management
Massachusetts
$570 – – –
DWM
435
Dogwood Wealth Management
Kansas
$539 +$539 +62 New
CA
436
Clearstead Advisors
Ohio
$513 -$513 -59 -50%
LFG
437
Larson Financial Group
Missouri
$339 +$339 +39 New
DF
438
Dunhill Financial
United Kingdom
$298 +$298 +34 New
AWM
439
Abound Wealth Management
Tennessee
$296 +$174 +20 +143%
AAP
440
Arax Advisory Partners
Colorado
$226 +$226 +26 New
FFC
441
First Financial Corp
Indiana
$199 – – –
BGAI
442
Bruce G. Allen Investments
Colorado
$191 +$191 +22 New
AIP
443
Ameritas Investment Partners
Nebraska
$181 – – –
AF
444
Advisornet Financial
Minnesota
$174 -$11.6K -1,336 -99%
IPW
445
Impact Partnership Wealth
Georgia
$174 – – –
TWD
446
True Wealth Design
Ohio
$174 – – –
ACA
447
Atlas Capital Advisors
Wyoming
$164 – – –
KSWA
448
Kathleen S. Wright Associates
Pennsylvania
$155 – – –
DWA
449
Delos Wealth Advisors
Texas
$131 – – –
RF
450
Robbins Farley
New Hampshire
$87 – – –
16 17
18
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