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NewtekOne
NEWT

Overview Fund Activity

59 hedge funds and large institutions have $73.1M invested in NewtekOne in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
19
Reduced
19
Closed
6
Calls
–
Puts
$286K
Net Calls
-$286K
Net Calls Change
+$282K

Top Buyers

1
AAM
Advisors Asset Management
Colorado
+$3.13M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$970K
3
AR
Advisory Research
Illinois
+$955K
4
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
+$908K
5
Morgan Stanley
Morgan Stanley
New York
+$680K

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
-$3.12M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.42M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.15M
4
UBS Group
UBS Group
Switzerland
-$930K
5
OCG
Opus Capital Group
Ohio
-$726K
Name Holding Trade Value Shares
Change 		Shares
Change %
CPP
26
Crow Point Partners
Massachusetts
$542K – – –
PAG
27
Private Advisor Group
New Jersey
$521K +$521K +28,850 New
Axa
28
Axa
France
$445K +$251K +13,900 +130%
MML Investors Services
29
MML Investors Services
Massachusetts
$356K -$165K -9,141 -32%
LPL Financial
30
LPL Financial
California
$346K +$141K +7,820 +69%
CL
31
Chubb Ltd
Switzerland
$294K +$3.02K +167 +1%
GEA
32
Glen Eagle Advisors
New Jersey
$290K +$47.4K +2,625 +20%
AAM
33
American Asset Management
Florida
$265K +$5.18K +287 +2%
VF
34
Virtu Financial
New York
$250K +$250K +13,839 New
QC
35
Quadrature Capital
United Kingdom
$234K -$6.59K -365 -3%
BCM
36
BlueCrest Capital Management
Jersey
$228K +$228K +12,608 New
Millennium Management
37
Millennium Management
New York
$217K +$217K +12,036 New
HighTower Advisors
38
HighTower Advisors
Illinois
$215K +$27.1K +1,500 +14%
Wells Fargo
39
Wells Fargo
California
$198K -$15K -831 -7%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$188K -$17.8K -986 -9%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$182K +$182K +10,062 New
PG
42
PEAK6 Group
Illinois
$168K -$14.4K -797 -8%
FFW
43
Fusion Family Wealth
New York
$158K +$1.94K +107 +1%
TRCT
44
Tower Research Capital (TRC)
New York
$105K +$55.8K +3,089 +114%
ASN
45
Advisory Services Network
Georgia
$89K +$18.3K +1,010 +26%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$75K +$20.9K +1,154 +39%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$70K – – –
Nisa Investment Advisors
48
Nisa Investment Advisors
Missouri
$68K – – –
APA
49
American Portfolios Advisors
New York
$46.1K +$36.8K +2,037 +398%
SWP
50
Stratos Wealth Partners
Ohio
$36K +$36K +2,000 New
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