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NewtekOne
NEWT

Overview Fund Activity

64 hedge funds and large institutions have $77.9M invested in NewtekOne in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
26
Reduced
12
Closed
10
Calls
$1.23M
Puts
$760K
Net Calls
+$465K
Net Calls Change
+$98K

Top Buyers

1
IECM
Intrinsic Edge Capital Management
Illinois
$5.19M
2
NA
Navellier & Associates
Nevada
$1.21M
3
Millennium Management
Millennium Management
New York
$1.73M
4
CI
Cavalier Investments
Georgia
$632K
5
Morgan Stanley
Morgan Stanley
New York
$3.45M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$0
2
DCM
Driehaus Capital Management
Illinois
$0
3
ACA
Aptus Capital Advisors
Alabama
$0
4
AAM
Advisors Asset Management
Colorado
$7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$521K +$59.3K +2,625 +13%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$502K +$223K +9,871 +80%
LPL Financial
28
LPL Financial
California
$466K -$14.4K -637 -3%
MML Investors Services
29
MML Investors Services
Massachusetts
$397K – – –
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$392K – – –
CL
31
Chubb Ltd
Switzerland
$386K +$3.5K +155 +0.9%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$385K – – –
Wells Fargo
33
Wells Fargo
California
$380K -$426K -18,896 -53%
Bank of America
34
Bank of America
North Carolina
$325K +$7.43K +329 +2%
Axa
35
Axa
France
$312K – – –
CS
36
Credit Suisse
Switzerland
$310K -$116K -5,135 -27%
Allianz Asset Management
37
Allianz Asset Management
Germany
$310K – – –
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$250K +$1.06K +47 +0.4%
DADC
39
D.A. Davidson & Co
Montana
$242K +$242K +10,700 New
AIM
40
Axiom Investment Management
New York
$230K -$1.79K -79 -0.8%
WFI
41
West Family Investments
California
$226K +$226K +10,005 New
EGA
42
Eagle Global Advisors
Texas
$202K – – –
ASN
43
Advisory Services Network
Georgia
$193K – – –
AG
44
Advisor Group
Arizona
$192K +$90.6K +4,017 +89%
PI
45
PEAK6 Investments
Illinois
$177K +$69.6K +3,078 +65%
BAM
46
Belpointe Asset Management
Nevada
$173K +$173K +7,675 New
CMBA
47
C.M. Bidwell & Associates
Hawaii
$137K +$62.3K +2,765 +83%
APA
48
American Portfolios Advisors
New York
$91.9K +$51.9K +2,300 +130%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$87K – – –
Victory Capital Management
50
Victory Capital Management
Texas
$73K +$73K +3,235 New
1
2
3