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Newell Brands
NWL

Overview Fund Activity

604 hedge funds and large institutions have $12.1B invested in Newell Brands in 2018 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 192 increasing their positions, 230 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+14
Holders Change %
+2.37%
% of All Funds
13.86%
Holding in Top 10
8
Holding in Top 10 Change
+8
Holding in Top 10 Change %
%
% of All Funds
0.18%
New
128
Increased
192
Reduced
230
Closed
105
Calls
$92.5M
Puts
$132M
Net Calls
-$39.2M
Net Calls Change
+$9.06M

Top Buyers

1
IC
Icahn Carl
Florida
+$772M
2
SV
Starboard Value
New York
+$474M
3
GCM
Glenview Capital Management
New York
+$228M
4
BlackRock
BlackRock
New York
+$185M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$150M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$198M
2
Franklin Resources
Franklin Resources
California
-$176M
3
Capital World Investors
Capital World Investors
California
-$161M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$148M
5
SCP
Soroban Capital Partners
New York
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHC
576
City Holding Co
West Virginia
$4K – – –
JCM
577
Jacobi Capital Management
Pennsylvania
$4K +$1.37K +52 +52%
PMFA
578
Plante Moran Financial Advisors
Michigan
$4K +$2.32K +86 +139%
CFG
579
Citizens Financial Group
Rhode Island
$4K +$4K +145 New
WPA
580
West Paces Advisors
Georgia
$3.31K -$56.2K -2,205 -94%
EWM
581
Endurance Wealth Management
Rhode Island
$3K – – –
TFO
582
Tarbox Family Office
California
$3K +$1.19K +42 +66%
FGC
583
Financial Gravity Companies
Texas
$3K +$1.58K +57 +112%
FGAM
584
Financial Gravity Asset Management
Texas
$3K +$3K +108 New
PSC
585
Prentiss Smith & Co
Vermont
$3K +$3K +131 New
SLF
586
Sun Life Financial
Ontario, Canada
$2.21K -$40.2K -1,018 -95%
VCM
587
Versant Capital Management
Arizona
$2K -$936 -51 -32%
MWM
588
Mascoma Wealth Management
New Hampshire
$2K – – –
WF
589
WealthTrust Fairport
Ohio
$2K +$2K +61 New
GWS
590
Glassman Wealth Services
Virginia
$2K +$2K +65 New
RA
591
Rational Advisors
New York
$2K +$2K +75 New
NWM
592
Northwest Wealth Management
Iowa
$2K +$2K +83 New
Parallax Volatility Advisers
593
Parallax Volatility Advisers
California
$1K -$476K -11,416 -100%
TL
594
TrueWealth LLC
Georgia
$1K -$22.4K -740 -96%
BWM
595
Baystate Wealth Management
Massachusetts
$1K -$5.8K -290 -85%
AAP
596
Arax Advisory Partners
Colorado
$1K -$2.6K -161 -72%
AC
597
Avestar Capital
New York
$1K -$930 -160 -48%
MRCM
598
M&R Capital Management
New Jersey
$1K – – –
ACS
599
Archford Capital Strategies
Illinois
$1K +$1K +10 New
JA
600
JOYN Advisors
Georgia
$1K +$1K +58 New
22 23
24
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