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Newell Brands
NWL

Overview Fund Activity

627 hedge funds and large institutions have $12.4B invested in Newell Brands in 2018 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 241 increasing their positions, 213 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+23
Holders Change %
+3.81%
% of All Funds
14.37%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
85
Increased
241
Reduced
213
Closed
56
Calls
$225M
Puts
$136M
Net Calls
+$88.4M
Net Calls Change
+$128M

Top Buyers

1
Pzena Investment Management
Pzena Investment Management
New York
$428M
2
Bank of America
Bank of America
North Carolina
$244M
3
IC
Icahn Carl
Florida
$859M
4
SC
Sasco Capital
Connecticut
$63.6M
5
UBS Group
UBS Group
Switzerland
$89.7M

Top Sellers

1
SV
Starboard Value
New York
$226M
2
GCM
Glenview Capital Management
New York
$516M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$173M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$181M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.21B
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
526
Steward Partners Investment Advisory
New York
$41K -$1.25K -48 -3%
SIC
527
Salem Investment Counselors
North Carolina
$41K – – –
PCG
528
Private Capital Group
Connecticut
$40K +$2.92K +115 +8%
BBHC
529
Brown Brothers Harriman & Co
New York
$39K +$3.88K +150 +11%
MMG
530
Monetary Management Group
Missouri
$38K – – –
PFBT
531
Parkside Financial Bank & Trust
Missouri
$38K +$77 +3 +0.2%
GLI
532
Guardian Life Insurance
New York
$35K +$5.55K +212 +19%
SLF
533
Sun Life Financial
Ontario, Canada
$34K +$32.6K +1,260 +2,250%
JIR
534
James Investment Research
Ohio
$33K -$33K -1,293 -50%
OIA
535
Optimum Investment Advisors
Illinois
$31K -$10.3K -400 -25%
NSIM
536
North Star Investment Management
Illinois
$31K – – –
FMII
537
Farmers & Merchants Investments Inc
Nebraska
$30K -$231K -9,000 -89%
SQA
538
Simon Quick Advisors
New Jersey
$28K -$28K -1,100 -50%
KA
539
Kaizen Advisory
Illinois
$28K +$15.3K +586 +121%
MFBTD
540
MB Financial Bank - Trust Department
Illinois
$26K – – –
FANJ
541
Financial Architects (New Jersey)
New Jersey
$25K -$310 -12 -1%
SIAS
542
Shine Investment Advisory Services
Colorado
$25K – – –
VFA
543
Valeo Financial Advisors
Indiana
$23K +$4.38K +216 +24%
RFC
544
Regions Financial Corp
Alabama
$22K -$6.55K -258 -23%
LJHT
545
Laurie J. Hall Trustee
$22K +$11.8K +455 +117%
AIM
546
Advantage Investment Management
Iowa
$21K -$215K -8,300 -91%
BFEC
547
Benjamin F. Edwards & Company
Missouri
$20K -$694K -26,914 -97%
CAPTRUST Financial Advisors
548
CAPTRUST Financial Advisors
North Carolina
$20K +$12.3K +477 +159%
Rockefeller Capital Management
549
Rockefeller Capital Management
New York
$19K +$19K +741 New
JA
550
JOYN Advisors
Georgia
$18K +$16.5K +621 +1,071%
20 21
22
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