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NewtekOne
NEWT

Overview Fund Activity

76 hedge funds and large institutions have $93.2M invested in NewtekOne in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+12
Holders Change %
+18.75%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
17
Increased
25
Reduced
16
Closed
5
Calls
$793K
Puts
$1.09M
Net Calls
-$294K
Net Calls Change
-$759K

Top Buyers

1
Invesco
Invesco
Georgia
$10M
2
Two Sigma Investments
Two Sigma Investments
New York
$2.91M
3
Millennium Management
Millennium Management
New York
$3.86M
4
VanEck Associates
VanEck Associates
New York
$5.02M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$828K

Top Sellers

1
IECM
Intrinsic Edge Capital Management
Illinois
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$11.9M
3
Citadel Advisors
Citadel Advisors
Florida
$943K
4
Morgan Stanley
Morgan Stanley
New York
$3.21M
5
GC
Guggenheim Capital
Illinois
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
26
Arkadios Wealth Advisors
Georgia
$750K +$750K +35,596 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$650K +$146K +6,457 +29%
CI
28
Cavalier Investments
Georgia
$634K – – –
AWM
29
AE Wealth Management
Kansas
$631K +$109K +4,802 +21%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$625K +$1.31K +58 +0.2%
AR
31
Advisory Research
Illinois
$581K -$77.5K -3,422 -12%
LPL Financial
32
LPL Financial
California
$435K -$32.6K -1,441 -7%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$428K +$428K +18,900 New
MML Investors Services
34
MML Investors Services
Massachusetts
$398K – – –
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$393K – – –
CL
36
Chubb Ltd
Switzerland
$392K +$4.6K +203 +1%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$386K – – –
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$377K +$377K +16,654 New
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$376K +$288K +12,694 +328%
Wells Fargo
40
Wells Fargo
California
$375K -$6.91K -305 -2%
DADC
41
D.A. Davidson & Co
Montana
$333K +$90.6K +4,000 +37%
CS
42
Credit Suisse
Switzerland
$329K +$18.2K +803 +6%
SS
43
Simplicity Solutions
Minnesota
$320K +$320K +14,126 New
Allianz Asset Management
44
Allianz Asset Management
Germany
$319K +$8.39K +371 +3%
Axa
45
Axa
France
$313K – – –
Bank of America
46
Bank of America
North Carolina
$305K -$21.1K -933 -6%
DTL
47
Dynamic Technology Lab
Singapore
$287K +$287K +12,657 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$272K +$21.5K +949 +9%
AIM
49
Axiom Investment Management
New York
$230K – – –
WFI
50
West Family Investments
California
$227K – – –
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