NEWT icon

NewtekOne

49 hedge funds and large institutions have $39.7M invested in NewtekOne in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
14
Reduced
11
Closed
9
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Shares
Change %
BRF
26
B. Riley Financial
California
$175K
DTL
27
Dynamic Technology Lab
Singapore
$171K -$107K -8,429 -39%
PCC
28
Park Circle Company
Maryland
$112K +$112K +8,815 New
PCM
29
Prelude Capital Management
New York
$100K +$100K +7,900 New
Citigroup
30
Citigroup
New York
$83K +$5.81K +456 +8%
Creative Planning
31
Creative Planning
Kansas
$70K +$13.2K +1,034 +23%
Deutsche Bank
32
Deutsche Bank
Germany
$65K -$59.4K -4,726 -48%
CG
33
Cutler Group
California
$40K +$40K +3,163 New
MFS
34
MSI Financial Services
Massachusetts
$39K +$39K +3,086 New
OIM
35
Opus Investment Management
Massachusetts
$35K
Wells Fargo
36
Wells Fargo
California
$34K -$30.2K -2,432 -47%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$27K
GWM
38
Geneos Wealth Management
Colorado
$9K +$244 +19 +3%
Barclays
39
Barclays
United Kingdom
$8K +$8K +635 New
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6K
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$6K
CTC
42
Central Trust Company
Missouri
$4K
MCM
43
Manchester Capital Management
Vermont
$4K
BIM
44
BlackRock Investment Management
Delaware
$4K +$4K +353 New
FPFS
45
First Personal Financial Services
North Carolina
$3K +$3K +249 New
WEC
46
Winslow Evans & Crocker
Massachusetts
$2.89K +$13 +1 +0.4%
TRCT
47
Tower Research Capital (TRC)
New York
$1K -$596 -56 -37%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$1K
CFA
49
Camarda Financial Advisors
Florida
$1K +$1K +113 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
-$769K -61,485 Closed