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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 %
CFG
601
Citizens Financial Group
Rhode Island
$4K – – –
JCM
602
Jacobi Capital Management
Pennsylvania
$4K +$26 +1 +0.7%
RCAG
603
Rehmann Capital Advisory Group
Michigan
$3.4K -$20.5K -795 -86%
WPA
604
West Paces Advisors
Georgia
$3.35K – – –
PMFA
605
Plante Moran Financial Advisors
Michigan
$3K -$1.07K -39 -26%
EWM
606
Endurance Wealth Management
Rhode Island
$3K – – –
PSC
607
Prentiss Smith & Co
Vermont
$3K – – –
TFO
608
Tarbox Family Office
California
$3K +$415 +17 +16%
DBT
609
Dubuque Bank & Trust
Iowa
$3K +$3K +120 New
SMFS
610
Squar Milner Financial Services
California
$3K +$3K +123 New
MWM
611
Mascoma Wealth Management
New Hampshire
$2K – – –
AC
612
Avestar Capital
New York
$2K +$330 +34 +20%
GBBWRPM
613
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2K +$2K +78 New
EMG
614
ETF Managers Group
New Jersey
$1.32K +$1.28K +40,337 +2,700%
GWS
615
Glassman Wealth Services
Virginia
$1K -$413 -19 -29%
TL
616
TrueWealth LLC
Georgia
$1K – – –
BWM
617
Baystate Wealth Management
Massachusetts
$1K – – –
Parallax Volatility Advisers
618
Parallax Volatility Advisers
California
$1K – – –
AAP
619
Arax Advisory Partners
Colorado
$1K +$16 +1 +2%
TFA
620
Transamerica Financial Advisors
Florida
$1K +$1K +6 New
NIM
621
NuWave Investment Management
New Jersey
$1K +$1K +30 New
CI
622
Cowen Inc
New York
$155 +$155 +6,000 New
AIL
623
AGF Investments LLC
Ontario, Canada
$46 +$42 +1,574 +937%
ED
624
Exane Derivatives
France
$26 – – –
AQR Capital Management
625
AQR Capital Management
Connecticut
– -$39.5M -1,551,607 Closed
23 24
25
26 27