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Newell Brands
NWL

Overview Fund Activity

564 hedge funds and large institutions have $8.12B invested in Newell Brands in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 216 increasing their positions, 184 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+5
Holders Change %
+0.89%
% of All Funds
8.93%
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
216
Reduced
184
Closed
60
Calls
$35.5M
Puts
$29.1M
Net Calls
+$6.36M
Net Calls Change
+$10.6M

Top Buyers

1
Pzena Investment Management
Pzena Investment Management
New York
$776M
2
Victory Capital Management
Victory Capital Management
Texas
$297M
3
BlackRock
BlackRock
New York
$1.16B
4
State Street
State Street
Massachusetts
$458M
5
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$87.4M

Top Sellers

1
IC
Icahn Carl
Florida
$708M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$80.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$434M
4
Invesco
Invesco
Georgia
$118M
5
Northern Trust
Northern Trust
Illinois
$91M
Name Holding Trade Value Shares
Change 		Shares
Change %
DHGWA
526
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4K +$4K +189 New
UIA
527
Ulland Investment Advisors
Minnesota
$4K +$4K +190 New
Loomis, Sayles & Company
528
Loomis, Sayles & Company
Massachusetts
$4K +$4K +196 New
TWA
529
TCI Wealth Advisors
Arizona
$3K -$12.9K -684 -81%
CHC
530
City Holding Co
West Virginia
$3K – – –
EWM
531
Endurance Wealth Management
Rhode Island
$3K – – –
COCM
532
Charter Oak Capital Management
New Hampshire
$3K – – –
QCG
533
Quadrant Capital Group
Ohio
$3K +$323 +17 +12%
CI
534
Cordant Inc
Oregon
$3K +$3K +129 New
GRP
535
Global Retirement Partners
California
$3K +$3K +136 New
SWA
536
Sutton Wealth Advisors
Florida
$2.31K – – –
FP
537
Financial Perspectives
Minnesota
$2.14K – – –
SWM
538
Spire Wealth Management
Virginia
$2K -$6.71K -302 -77%
APC
539
Aspire Private Capital
North Carolina
$2K – – –
CFD
540
Creative Financial Designs
Indiana
$2K – – –
ST
541
Smithfield Trust
Pennsylvania
$2K – – –
SC
542
Schubert & Co
Texas
$2K +$676 +25 +51%
BWL
543
Bogart Wealth LLC
Virginia
$1K -$1K -59 -50%
PCG
544
Private Capital Group
Connecticut
$1K – – –
FMP
545
Financial Management Professionals
Texas
$1K – – –
BWM
546
Baystate Wealth Management
Massachusetts
$1K +$17 +1 +2%
AWM
547
Atticus Wealth Management
Florida
$1K +$1K +33 New
MFT
548
Moisand Fitzgerald Tamayo
Florida
$1K +$1K +44 New
CFO
549
CVA Family Office
Colorado
$1K +$1K +55 New
DI
550
Disciplined Investments
Oklahoma
$1K +$1K +67 New
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