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NewtekOne

55 hedge funds and large institutions have $75.5M invested in NewtekOne in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
19
Reduced
15
Closed
12
Calls
$7K
Puts
$575K
Net Calls
-$568K
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Shares
Change %
NI
26
Numeric Investors
Massachusetts
$396K +$396K +21,400 New
CL
27
Chubb Ltd
Switzerland
$297K +$6.42K +348 +2%
AAM
28
American Asset Management
Florida
$266K +$407 +22 +0.2%
GEA
29
Glen Eagle Advisors
New Jersey
$248K +$123K +6,656 +98%
QC
30
Quadrature Capital
United Kingdom
$246K +$246K +13,320 New
Group One Trading
31
Group One Trading
Illinois
$222K +$222K +12,000 New
Wells Fargo
32
Wells Fargo
California
$218K -$86.7K -4,696 -28%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$211K -$29.1K -1,574 -12%
LPL Financial
34
LPL Financial
California
$210K -$10.2K -550 -5%
Axa
35
Axa
France
$198K -$1.05M -56,500 -84%
HighTower Advisors
36
HighTower Advisors
Illinois
$192K +$192K +10,403 New
PG
37
PEAK6 Group
Illinois
$187K +$187K +10,088 New
CMBA
38
C.M. Bidwell & Associates
Hawaii
$159K
FFW
39
Fusion Family Wealth
New York
$159K +$115K +6,225 +259%
Macquarie Group
40
Macquarie Group
Australia
$120K +$120K +6,500 New
Nisa Investment Advisors
41
Nisa Investment Advisors
Missouri
$74K
ASN
42
Advisory Services Network
Georgia
$72K
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$71K
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$55K +$17K +926 +45%
TRCT
45
Tower Research Capital (TRC)
New York
$50K +$50K +2,720 New
IA
46
IFP Advisors
Florida
$20K -$8.71K -481 -30%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20K -$1.23K -67 -6%
JFA
48
JNBA Financial Advisors
Minnesota
$17K
VFA
49
Valeo Financial Advisors
Indiana
$17K
AG
50
Advisor Group
Arizona
$11K -$1.86K -100 -14%