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NewtekOne
NEWT

Overview Fund Activity

44 hedge funds and large institutions have $438M invested in NewtekOne in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+7
Holders Change %
+18.92%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
24
Reduced
4
Closed
4
Calls
$1K
Puts
$39K
Net Calls
-$38K
Net Calls Change
-$38K

Top Buyers

1
ACM
Americafirst Capital Management
California
$389M
2
MCA
Mendon Capital Advisors
Florida
$4.53M
3
RA
Royce & Associates
New York
$5.3M
4
WFI
West Family Investments
California
$2.41M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$8.15M

Top Sellers

1
PCM
Perritt Capital Management
Illinois
$5.24M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
ZC
Zelman Capital
Ohio
$3.2M
4
Citadel Advisors
Citadel Advisors
Florida
$17K
5
UBS Group
UBS Group
Switzerland
$2.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
26
Curi RMB Capital
Illinois
$243K +$39K +2,720 +19%
CC
27
Chubb Corp
New Jersey
$199K +$9.01K +631 +5%
BRF
28
B. Riley Financial
California
$197K +$197K +13,766 New
Wells Fargo
29
Wells Fargo
California
$188K +$90.8K +6,343 +93%
TC
30
TFS Capital
Pennsylvania
$163K +$163K +11,403 New
Citigroup
31
Citigroup
New York
$96K +$19.3K +1,350 +25%
Bank of America
32
Bank of America
North Carolina
$69K +$31.7K +2,210 +85%
Deutsche Bank
33
Deutsche Bank
Germany
$61K +$15K +1,061 +33%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$58K +$58K +4,075 New
Creative Planning
35
Creative Planning
Kansas
$49K +$46.2K +3,240 +1,620%
TRCT
36
Tower Research Capital (TRC)
New York
$41K +$20.5K +1,416 +100%
OIM
37
Opus Investment Management
Massachusetts
$39K +$4.71K +330 +14%
Citadel Advisors
38
Citadel Advisors
Florida
$17K -$140K -9,889 -89%
MCM
39
Manchester Capital Management
Vermont
$5K +$5K +333 New
CTC
40
Central Trust Company
Missouri
$4K +$479 +34 +14%
WEC
41
Winslow Evans & Crocker
Massachusetts
$3.25K +$3.25K +228 New
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$2K +$2K +113 New
CM
43
Capula Management
Cayman Islands
$1K +$1K +55 New
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6 – – –
NCCM
45
Nine Chapters Capital Management
New Jersey
– -$273K -16,600 Closed
Goldman Sachs
46
Goldman Sachs
New York
– -$259K -15,788 Closed
BCA
47
Bray Capital Advisors
Florida
– -$8K -500 Closed
RIA
48
Regal Investment Advisors
Michigan
– -$3K -200 Closed
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