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Newell Brands
NWL

Overview Fund Activity

611 hedge funds and large institutions have $9.45B invested in Newell Brands in 2018 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 231 increasing their positions, 223 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-16
Holders Change %
-2.55%
% of All Funds
13.99%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
70
Increased
231
Reduced
223
Closed
79
Calls
$130M
Puts
$202M
Net Calls
-$72.5M
Net Calls Change
-$161M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$230M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$332M
3
IC
Icahn Carl
Florida
$786M
4
BlackRock
BlackRock
New York
$836M
5
MVP
Miller Value Partners
Florida
$50.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$247M
2
SV
Starboard Value
New York
$16M
3
Capital International Investors
Capital International Investors
California
$224M
4
CS
Credit Suisse
Switzerland
$15.2M
5
CBT
Capital Bank & Trust
California
$217K
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
526
Farmers & Merchants Investments Inc
Nebraska
$24K +$163 +8 +0.7%
SQA
527
Simon Quick Advisors
New Jersey
$22K – – –
KA
528
Kaizen Advisory
Illinois
$22K – – –
JG
529
Jefferies Group
New York
$21K +$21K +1,050 New
APA
530
American Portfolios Advisors
New York
$20.2K -$85.4K -4,205 -81%
PA
531
Parallel Advisors
California
$20K -$17.8K -860 -47%
MFBTD
532
MB Financial Bank - Trust Department
Illinois
$20K – – –
FANJ
533
Financial Architects (New Jersey)
New Jersey
$19K -$400 -20 -2%
CIA
534
CSat Investment Advisory
Michigan
$19K +$7.43K +375 +64%
PCP
535
Proficio Capital Partners
Massachusetts
$19K +$9.84K +477 +107%
VFA
536
Valeo Financial Advisors
Indiana
$18K – – –
LJHT
537
Laurie J. Hall Trustee
$17K – – –
CAC
538
Certified Advisory Corp
Florida
$17K +$9K +450 +113%
AIM
539
Anchor Investment Management
South Carolina
$16.2K -$217K -10,700 -93%
CAPTRUST Financial Advisors
540
CAPTRUST Financial Advisors
North Carolina
$16K – – –
WF
541
WealthTrust Fairport
Ohio
$13K – – –
CWM
542
Cranbrook Wealth Management
Michigan
$13K – – –
CB
543
Community Bank
New York
$13K – – –
WA
544
WP Advisors
California
$13K +$143 +7 +1%
ICM
545
IMS Capital Management
Oregon
$12K +$12K +600 New
PCM
546
Prelude Capital Management
New York
$11K -$1.62M -79,378 -99%
JA
547
JOYN Advisors
Georgia
$11K -$3.28K -156 -23%
AF
548
Advisornet Financial
Minnesota
$10K – – –
WAP
549
Wealthcare Advisory Partners
Pennsylvania
$10K – – –
FPS
550
Fieldpoint Private Securities
Connecticut
$10K – – –
20 21
22
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