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NewtekOne
NEWT

Overview Fund Activity

59 hedge funds and large institutions have $60.9M invested in NewtekOne in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+10
Holders Change %
+20.41%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
16
Reduced
15
Closed
7
Calls
$2.96M
Puts
$1.24M
Net Calls
+$1.72M
Net Calls Change
-$1.06M

Top Buyers

1
QC
Quadrature Capital
United Kingdom
$1.53M
2
Two Sigma Investments
Two Sigma Investments
New York
$1.31M
3
VanEck Associates
VanEck Associates
New York
$6.48M
4
AWA
Arkadios Wealth Advisors
Georgia
$880K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$873K

Top Sellers

1
ACL
Azora Capital LP
Florida
$0
2
Morgan Stanley
Morgan Stanley
New York
$457K
3
UBS Group
UBS Group
Switzerland
$1.03M
4
AAM
Advisors Asset Management
Colorado
$4.81M
5
RJA
Raymond James & Associates
Florida
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$457K -$1.26M -63,813 -73%
Group One Trading
27
Group One Trading
Illinois
$352K – – –
FI
28
FormulaFolio Investments
Michigan
$352K – – –
Geode Capital Management
29
Geode Capital Management
Massachusetts
$339K +$339K +17,267 New
SW
30
SVB Wealth
Massachusetts
$322K +$322K +16,357 New
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
$321K +$321K +16,289 New
DADC
32
D.A. Davidson & Co
Montana
$297K +$96.8K +4,910 +48%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$283K +$283K +14,384 New
KAS
34
Kestra Advisory Services
Texas
$274K +$274K +14,677 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$258K +$3.04K +154 +1%
LPL Financial
36
LPL Financial
California
$230K -$19.3K -980 -8%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$162K +$162K +8,250 New
MA
38
Montag & Associates
Georgia
$148K +$148K +7,500 New
LGA
39
Lebenthal Global Advisors
New York
$123K +$123K +6,271 New
TWM
40
Tradition Wealth Management
Minnesota
$119K +$119K +6,027 New
AA
41
Ancora Advisors
Ohio
$101K -$4.45K -225 -4%
Bank of America
42
Bank of America
North Carolina
$86K +$21.2K +1,086 +33%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$76K – – –
Wells Fargo
44
Wells Fargo
California
$58K +$57.9K +2,946 +73,650%
GWM
45
Geneos Wealth Management
Colorado
$52K +$49.4K +1,870 +1,870%
APA
46
American Portfolios Advisors
New York
$47.1K +$5.91K +300 +14%
Deutsche Bank
47
Deutsche Bank
Germany
$43K +$43K +2,203 New
FIA
48
FNY Investment Advisers
New York
$39K +$39K +2,000 New
Nisa Investment Advisors
49
Nisa Investment Advisors
Missouri
$30K – – –
ASN
50
Advisory Services Network
Georgia
$29K +$585 +30 +2%
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