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Newell Brands
NWL

Overview Fund Activity

536 hedge funds and large institutions have $5.08B invested in Newell Brands in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 182 increasing their positions, 210 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
-7
Holders Change %
-1.29%
% of All Funds
8.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
73
Increased
182
Reduced
210
Closed
74
Calls
$41.4M
Puts
$22.5M
Net Calls
+$18.9M
Net Calls Change
-$5.61M

Top Buyers

1
Pzena Investment Management
Pzena Investment Management
New York
$619M
2
Invesco
Invesco
Georgia
$152M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$92.1M
4
Citadel Advisors
Citadel Advisors
Florida
$39.5M
5
Millennium Management
Millennium Management
New York
$33.7M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$45.2M
2
Bank of America
Bank of America
North Carolina
$24.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$46.8M
4
Lazard Asset Management
Lazard Asset Management
New York
$13.6M
5
PFC
Poplar Forest Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
501
MCF Advisors
Kentucky
$1.31K +$1.31K +100 New
TWA
502
TCI Wealth Advisors
Arizona
$1.28K -$565 -43 -31%
CWP
503
Concord Wealth Partners
Virginia
$1.15K +$1.15K +88 New
CFD
504
Creative Financial Designs
Indiana
$1.13K – – –
MFT
505
Moisand Fitzgerald Tamayo
Florida
$1.07K +$1.07K +82 New
MPWT
506
MassMutual Private Wealth & Trust
Connecticut
$1K -$11.9K -1,059 -92%
BWM
507
Baystate Wealth Management
Massachusetts
$1K +$16 +1 +2%
ANBT
508
American National Bank & Trust
Texas
$1K +$1K +10 New
CAL
509
Capital Advisors Ltd
Ohio
$1K +$1K +73 New
BIA
510
Bell Investment Advisors
California
$981 +$196 +15 +25%
SIC
511
SJS Investment Consulting
Ohio
$942 +$301 +23 +47%
EE
512
EWG Elevate
California
$680 +$680 +52 New
RWPA
513
Richard W. Paul & Associates
Michigan
$562 +$562 +43 New
TWC
514
TD Waterhouse Canada
Ontario, Canada
$497 – – –
TWD
515
True Wealth Design
Ohio
$432 +$432 +33 New
NSIM
516
North Star Investment Management
Illinois
$405 +$405 +31 New
MCM
517
MV Capital Management
Maryland
$366 -$9.4K -719 -96%
BWL
518
Bogart Wealth LLC
Virginia
$366 +$366 +28 New
PWMG
519
Prestige Wealth Management Group
New Jersey
$301 – – –
GJIA
520
Glass Jacobson Investment Advisors
Maryland
$288 +$288 +22 New
MPCL
521
My Personal CFO LLC
Washington
$275 +$275 +21 New
ACA
522
Atlas Capital Advisors
Wyoming
$248 – – –
ATC
523
Adirondack Trust Company
New York
$209 – – –
DWA
524
Delos Wealth Advisors
Texas
$196 – – –
AWM
525
Abound Wealth Management
Tennessee
$184 – – –
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