NEWT icon

NewtekOne
NEWT

Overview Fund Activity

57 hedge funds and large institutions have $56.3M invested in NewtekOne in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-11
Holders Change %
-16.18%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
15
Reduced
20
Closed
21
Calls
$2.78M
Puts
$1.73M
Net Calls
+$1.05M
Net Calls Change
+$1.76M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$7.05M
2
RJA
Raymond James & Associates
Florida
$1.92M
3
Group One Trading
Group One Trading
Illinois
$558K
4
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$463K
5
Axa
Axa
France
$670K

Top Sellers

1
Invesco
Invesco
Georgia
$5.92M
2
Millennium Management
Millennium Management
New York
$0
3
Two Sigma Investments
Two Sigma Investments
New York
$535K
4
Morgan Stanley
Morgan Stanley
New York
$1.48M
5
SCM
SG Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EMFAT
26
Emerald Mutual Fund Advisers Trust
Pennsylvania
$463K +$463K +25,410 New
CSS
27
Cubist Systematic Strategies
Connecticut
$415K +$415K +22,762 New
AIM
28
Aigen Investment Management
New York
$401K -$148K -8,118 -27%
Bank of America
29
Bank of America
North Carolina
$398K +$152K +8,319 +62%
AIP
30
Ahrens Investment Partners
Louisiana
$350K +$350K +19,200 New
CL
31
Chubb Ltd
Switzerland
$320K – – –
DADC
32
D.A. Davidson & Co
Montana
$246K +$18.2K +1,000 +8%
LPL Financial
33
LPL Financial
California
$230K -$16.6K -914 -7%
WFI
34
West Family Investments
California
$227K -$336K -14,800 -60%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$226K -$2.7K -148 -1%
BAM
36
Belpointe Asset Management
Nevada
$195K +$14.6K +800 +8%
PP
37
Paloma Partners
Connecticut
$188K +$188K +10,316 New
AIM
38
Axiom Investment Management
New York
$186K – – –
Wells Fargo
39
Wells Fargo
California
$147K -$28.1K -1,543 -16%
Citigroup
40
Citigroup
New York
$127K – – –
AA
41
Ancora Advisors
Ohio
$103K -$6.6K -362 -6%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$70K – – –
PAG
43
Private Advisor Group
New Jersey
$68K +$68K +3,734 New
APA
44
American Portfolios Advisors
New York
$27.2K – – –
Nisa Investment Advisors
45
Nisa Investment Advisors
Missouri
$27K – – –
VFA
46
Valeo Financial Advisors
Indiana
$17K – – –
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$12K +642 New
DWA
48
Dorsey Wright & Associates
California
$7K +$288 +17 +4%
EWP
49
Engrave Wealth Partners
Texas
$6K – – –
RIA
50
RPG Investment Advisory
California
$4K +$4K +200 New
1
2
3 4