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NewtekOne
NEWT

Overview Fund Activity

49 hedge funds and large institutions have $56.6M invested in NewtekOne in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-8
Holders Change %
-14.04%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
12
Reduced
19
Closed
17
Calls
$4.08M
Puts
$1.31M
Net Calls
+$2.77M
Net Calls Change
+$1.72M

Top Buyers

1
ACL
Azora Capital LP
Florida
$3.46M
2
Invesco
Invesco
Georgia
$8.66M
3
VanEck Associates
VanEck Associates
New York
$5.21M
4
FI
FormulaFolio Investments
Michigan
$332K
5
N
Natixis
France
$295K

Top Sellers

1
P
&Partners
Tennessee
$0
2
Two Sigma Advisers
Two Sigma Advisers
New York
$1.39M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
LSV Asset Management
LSV Asset Management
Illinois
$4.03M
5
NA
Navellier & Associates
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
N
26
Natixis
France
$295K +$295K +16,003 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$240K +$10.1K +545 +4%
LPL Financial
28
LPL Financial
California
$235K +$501 +27 +0.2%
Two Sigma Investments
29
Two Sigma Investments
New York
$227K -$317K -17,107 -58%
AIP
30
Ahrens Investment Partners
Louisiana
$189K -$167K -9,000 -47%
DADC
31
D.A. Davidson & Co
Montana
$188K -$62.1K -3,352 -25%
AIM
32
Axiom Investment Management
New York
$188K – – –
AA
33
Ancora Advisors
Ohio
$99K -$5.84K -315 -6%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$71K – – –
Bank of America
35
Bank of America
North Carolina
$61K -$340K -18,493 -85%
APA
36
American Portfolios Advisors
New York
$38.9K +$11.1K +600 +40%
Nisa Investment Advisors
37
Nisa Investment Advisors
Missouri
$28K – – –
ASN
38
Advisory Services Network
Georgia
$27K +$27K +1,457 New
CCM
39
Chiron Capital Management
Florida
$19K +$19K +1,000 New
VFA
40
Valeo Financial Advisors
Indiana
$17K – – –
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
TRCT
42
Tower Research Capital (TRC)
New York
$9K +$9K +508 New
DWA
43
Dorsey Wright & Associates
California
$6K -$1.77K -94 -23%
NFG
44
Next Financial Group
Texas
$5K +$5K +244 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$3K +$1.11K +58 +59%
GWM
46
Geneos Wealth Management
Colorado
$1K – – –
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$1K – – –
Simplex Trading
48
Simplex Trading
Illinois
$1K +$1K +100 New
P
49
&Partners
Tennessee
– -$1.6M -87,569 Closed
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
– -$836K -45,865 Closed
1
2
3