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NewtekOne
NEWT

Overview Fund Activity

28 hedge funds and large institutions have $37.1M invested in NewtekOne in 2014 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+27
Holders Change %
+2,700%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
27
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$6.38M
2
PCM
2
Perritt Capital Management
Illinois
$5.94M
3
AW
3
ACG Wealth
Georgia
$3.7M
4
RA
4
Royce & Associates
New York
$2.58M
5
PCM
5
Potomac Capital Management
New York
$2.36M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
OIM
26
Opus Investment Management
Massachusetts
$35K +$35K +2,400 New
Bank of America
27
Bank of America
North Carolina
$15K +$15K +1,000 New
BRWA
28
B. Riley Wealth Advisors
Florida
$35 +$35 +2,350 New
1
2