NEWT icon

NewtekOne
NEWT

Overview Fund Activity

54 hedge funds and large institutions have $79.7M invested in NewtekOne in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-5
Holders Change %
-8.47%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
22
Reduced
17
Closed
11
Calls
$1.45M
Puts
$839K
Net Calls
+$612K
Net Calls Change
+$898K

Top Buyers

1
AAM
Advisors Asset Management
Colorado
$8.78M
2
RJA
Raymond James & Associates
Florida
$1.65M
3
GCP
GSA Capital Partners
United Kingdom
$430K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$389K
5
Geode Capital Management
Geode Capital Management
Massachusetts
$339K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$216K
2
Man Group
Man Group
United Kingdom
$277K
3
SFI
Susquehanna Fundamental Investments
Pennsylvania
$0
4
CPP
Crow Point Partners
Massachusetts
$0
5
Invesco
Invesco
Georgia
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
26
GSA Capital Partners
United Kingdom
$430K +$430K +21,603 New
MML Investors Services
27
MML Investors Services
Massachusetts
$429K +$37.1K +1,864 +9%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$389K +$389K +19,520 New
Geode Capital Management
29
Geode Capital Management
Massachusetts
$339K +$339K +17,076 New
CL
30
Chubb Ltd
Switzerland
$327K +$3.26K +164 +1%
AAM
31
American Asset Management
Florida
$293K +$399 +20 +0.1%
LPL Financial
32
LPL Financial
California
$291K -$90.9K -4,560 -24%
Man Group
33
Man Group
United Kingdom
$277K -$575K -28,845 -67%
OAM
34
Oxford Asset Management
United Kingdom
$226K +$226K +11,387 New
Bank of America
35
Bank of America
North Carolina
$216K -$1.07M -54,125 -83%
Wells Fargo
36
Wells Fargo
California
$211K -$7.92K -397 -4%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$211K +$10.3K +518 +5%
FFW
38
Fusion Family Wealth
New York
$191K +$16.9K +848 +10%
IA
39
IFP Advisors
Florida
$146K +$124K +6,210 +562%
PG
40
PEAK6 Group
Illinois
$122K -$62.8K -3,158 -34%
ASN
41
Advisory Services Network
Georgia
$103K +$459 +22 +0.4%
Nisa Investment Advisors
42
Nisa Investment Advisors
Missouri
$80K – – –
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$77K – – –
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$75K – – –
AG
45
Advisor Group
Arizona
$65K +$49.8K +2,500 +329%
APA
46
American Portfolios Advisors
New York
$50.8K – – –
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22K +$475 +24 +2%
VFA
48
Valeo Financial Advisors
Indiana
$20K – – –
CF
49
Centaurus Financial
California
$20K +$20K +1,000 New
JFA
50
JNBA Financial Advisors
Minnesota
$18K – – –
1
2
3