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NewtekOne
NEWT

Overview Fund Activity

68 hedge funds and large institutions have $47.5M invested in NewtekOne in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-8
Holders Change %
-10.53%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
20
Reduced
21
Closed
23
Calls
$1.06M
Puts
$1.77M
Net Calls
-$714K
Net Calls Change
-$420K

Top Buyers

1
Two Sigma Advisers
Two Sigma Advisers
New York
$1.67M
2
SCM
SG Capital Management
Illinois
$691K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$596K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$622K
5
AWS
AJ Wealth Strategies
New York
$369K

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.22M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$4.5M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
FAAS
First Allied Advisory Services
California
$0
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
26
Aigen Investment Management
New York
$398K +$363K +27,469 +1,042%
CI
27
Cavalier Investments
Georgia
$370K – – –
AWS
28
AJ Wealth Strategies
New York
$369K +$369K +27,951 New
OR
29
Olympiad Research
Connecticut
$343K +$343K +25,992 New
WFI
30
West Family Investments
California
$328K +$196K +14,800 +148%
GEA
31
Glen Eagle Advisors
New Jersey
$307K -$343K -25,975 -53%
Simplex Trading
32
Simplex Trading
Illinois
$243K +$203K +15,349 +503%
CL
33
Chubb Ltd
Switzerland
$232K +$3.41K +258 +1%
Osaic Holdings
34
Osaic Holdings
Arizona
$215K +$215K +15,076 New
TPA
35
Trivium Point Advisory
Connecticut
$202K +$202K +14,767 New
Axa
36
Axa
France
$183K +$1.06K +80 +0.6%
ECM
37
ExodusPoint Capital Management
New York
$182K +$182K +13,742 New
GCP
38
GSA Capital Partners
United Kingdom
$181K +$181K +13,726 New
LPL Financial
39
LPL Financial
California
$179K -$74.9K -5,668 -29%
Bank of America
40
Bank of America
North Carolina
$178K +$383 +29 +0.2%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$166K +$6.77K +511 +4%
DADC
42
D.A. Davidson & Co
Montana
$165K -$29K -2,198 -15%
TSS
43
Two Sigma Securities
New York
$138K +$138K +10,425 New
AIM
44
Axiom Investment Management
New York
$134K – – –
BAM
45
Belpointe Asset Management
Nevada
$130K +$18.4K +1,400 +17%
Wells Fargo
46
Wells Fargo
California
$127K -$91.6K -6,932 -42%
MWNA
47
Marshall Wace North America
New York
$119K +$119K +9,016 New
Citigroup
48
Citigroup
New York
$92K +$92K +6,962 New
Victory Capital Management
49
Victory Capital Management
Texas
$86K +$21.5K +1,610 +33%
AA
50
Ancora Advisors
Ohio
$79K +$79K +6,014 New
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