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NewtekOne
NEWT

Overview Fund Activity

69 hedge funds and large institutions have $67.5M invested in NewtekOne in 2018 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+8
Holders Change %
+13.11%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
22
Increased
23
Reduced
16
Closed
14
Calls
$927K
Puts
$479K
Net Calls
+$448K
Net Calls Change
-$212K

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
$1.65M
2
Citadel Advisors
Citadel Advisors
Florida
$1.04M
3
HF
HRT Financial
New York
$754K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$913K
5
BI
Bramshill Investments
Florida
$1.44M

Top Sellers

1
Invesco
Invesco
Georgia
$0
2
DTL
Dynamic Technology Lab
Singapore
$0
3
RJA
Raymond James & Associates
Florida
$1.09M
4
AAM
Advisors Asset Management
Colorado
$7.59M
5
UBS Group
UBS Group
Switzerland
$6.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$515K +$310K +17,746 +151%
AAM
27
American Asset Management
Florida
$509K +$304K +17,420 +148%
PPP
28
Private Portfolio Partners
New Jersey
$508K +$508K +29,120 New
Two Sigma Advisers
29
Two Sigma Advisers
New York
$485K -$126K -7,225 -21%
BCM
30
BlueCrest Capital Management
Jersey
$449K +$449K +25,751 New
LPL Financial
31
LPL Financial
California
$434K -$41.9K -2,401 -9%
Goldman Sachs
32
Goldman Sachs
New York
$420K +$420K +24,097 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$385K +$56.4K +3,229 +17%
Millennium Management
34
Millennium Management
New York
$382K +$382K +21,900 New
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$349K +$8.89K +510 +3%
EGA
36
Eagle Global Advisors
Texas
$341K +$341K +19,551 New
Bank of America
37
Bank of America
North Carolina
$320K +$168K +9,640 +111%
ACA
38
Aptus Capital Advisors
Alabama
$320K +$320K +18,400 New
CSS
39
Cubist Systematic Strategies
Connecticut
$316K +$316K +18,093 New
MML Investors Services
40
MML Investors Services
Massachusetts
$306K -$189K -10,824 -38%
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$303K +$303K +17,347 New
Geode Capital Management
42
Geode Capital Management
Massachusetts
$297K – – –
CL
43
Chubb Ltd
Switzerland
$292K +$3.01K +173 +1%
FAAS
44
First Allied Advisory Services
California
$220K -$138K -8,028 -39%
HighTower Advisors
45
HighTower Advisors
Illinois
$210K +$37.6K +2,160 +22%
AIM
46
Axiom Investment Management
New York
$207K +$207K +11,851 New
FFW
47
Fusion Family Wealth
New York
$189K +$20K +1,150 +12%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$187K +$13.9K +797 +8%
ASN
49
Advisory Services Network
Georgia
$184K +$131K +7,524 +250%
IA
50
IFP Advisors
Florida
$120K -$22.3K -1,294 -16%
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