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Newell Brands
NWL

Overview Fund Activity

559 hedge funds and large institutions have $8.29B invested in Newell Brands in 2021 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 187 increasing their positions, 193 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+14
Holders Change %
+2.57%
% of All Funds
8.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
93
Increased
187
Reduced
193
Closed
72
Calls
$35M
Puts
$39.3M
Net Calls
-$4.24M
Net Calls Change
+$20K

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.13B
2
Victory Capital Management
2
Victory Capital Management
Texas
$247M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$487M
4
Pzena Investment Management
4
Pzena Investment Management
New York
$619M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$166M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$2.13M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$52.2M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$137M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$27M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
526
Bogart Wealth LLC
Virginia
$3K – – –
COCM
527
Charter Oak Capital Management
New Hampshire
$3K – – –
QCG
528
Quadrant Capital Group
Ohio
$3K +$340 +16 +13%
PMFA
529
Plante Moran Financial Advisors
Michigan
$3K +$3K +144 New
SWA
530
Sutton Wealth Advisors
Florida
$2.36K – – –
FP
531
Financial Perspectives
Minnesota
$2.18K – – –
SSB
532
Sandy Spring Bank
Maryland
$2K -$875 -42 -30%
CFD
533
Creative Financial Designs
Indiana
$2K – – –
TCM
534
TD Capital Management
Tennessee
$2K – – –
APC
535
Aspire Private Capital
North Carolina
$2K – – –
ST
536
Smithfield Trust
Pennsylvania
$2K – – –
RPCONE
537
Retirement Planning Company of New England
Rhode Island
$2K +$2K +97 New
WFS
538
Widmann Financial Services
Maryland
$2K +$2K +100 New
AWA
539
Amplius Wealth Advisors
Pennsylvania
$2K +$2K +123 New
VRS
540
Virginia Retirement Systems
Virginia
$1.42K – – –
BWM
541
Baystate Wealth Management
Massachusetts
$1K -$898 -53 -47%
PCG
542
Private Capital Group
Connecticut
$1K – – –
PWMG
543
Prestige Wealth Management Group
New Jersey
$1K – – –
FMP
544
Financial Management Professionals
Texas
$1K – – –
Jones Financial Companies
545
Jones Financial Companies
Missouri
$1K – – –
AFG
546
Albion Financial Group
Utah
$1K +$175 +7 +21%
LF
547
Lee Financial
Texas
$1K +$1K +40 New
SC
548
Schubert & Co
Texas
$1K +$1K +49 New
M1FG
549
Mach-1 Financial Group
Arkansas
$1K +$1K +77 New
ED
550
Exane Derivatives
France
$874 – – –
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