NewtekOne
NEWT
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.
3,356% more capital invested
Capital invested by funds: $1.07M → $37.1M (+$36.1M)
2,700% more funds holding
Funds holding: 1 → 28 (+27)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$5.92M |
| 2 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
+$4.44M |
| 3 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$3.43M |
| 4 |
RA
Royce & Associates
New York
|
+$2.39M |
| 5 |
PCM
Potomac Capital Management
New York
|
+$2.19M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OIM
26
Opus Investment Management
Worcester,
Massachusetts
| $35K | +$32.9K | +2,400 | New |
|
27
Bank of America
Charlotte,
North Carolina
| $15K | +$13.7K | +1,000 | New |
|
|
BRWA
28
B. Riley Wealth Advisors
Boca Raton,
Florida
| $35 | +$32.2K | +2,350 | New |
|
NEWT Hedge Fund Activity: Q4 2014 in Review
28 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in NewtekOne (NEWT) for Q4 2014, worth a combined $37.1M — up 3,356% from $1.07M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new NEWT positions and 0 closed out — a net gain of 27 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $5.92M.
- 28 institutional investors held NewtekOne (NEWT) as of Q4 2014, up from 1 in Q3 2014.
- Funds reported $37.1M of NewtekOne stock for Q4 2014, up 3,356% quarter-over-quarter.
- 27 funds opened new NewtekOne positions in Q4 2014 and 0 closed out, a net change of +27 holders.
- The largest NewtekOne buyer in Q4 2014 was Wellington Management Group, an estimated $5.92M added.
Based on aggregated 13F filings for Q4 2014.