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NewtekOne
NEWT

Overview Fund Activity

68 hedge funds and large institutions have $73.1M invested in NewtekOne in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+19
Holders Change %
+38.78%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
23
Reduced
13
Closed
7
Calls
$473K
Puts
$1.56M
Net Calls
-$1.09M
Net Calls Change
-$676K

Top Buyers

1
OCG
Opus Capital Group
Ohio
$7.32M
2
UBS Group
UBS Group
Switzerland
$6.86M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.38M
4
MCM
McKinley Capital Management
Alaska
$2.31M
5
IECM
Intrinsic Edge Capital Management
Illinois
$2.02M

Top Sellers

1
NC
Northpointe Capital
Michigan
$4.34M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$10.1M
3
Bank of America
Bank of America
North Carolina
$1.23M
4
RA
Royce & Associates
New York
$3.59M
5
Two Sigma Investments
Two Sigma Investments
New York
$935K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFW
51
Fusion Family Wealth
New York
$75K +$1.59K +94 +2%
Nisa Investment Advisors
52
Nisa Investment Advisors
Missouri
$68K – – –
PA
53
Parallel Advisors
California
$59K +$59K +3,640 New
OIM
54
Opus Investment Management
Massachusetts
$46K – – –
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$42K +$34.2K +2,000 +440%
AIM
56
Advantage Investment Management
Iowa
$38K +$37.1K +2,192 +4,059%
ASN
57
Advisory Services Network
Georgia
$34K +$34K +2,000 New
IA
58
IFP Advisors
Florida
$26K +$5.3K +316 +26%
Creative Planning
59
Creative Planning
Kansas
$19K -$72.6K -4,312 -79%
DADC
60
D.A. Davidson & Co
Montana
$19K – – –
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K +$8.95K +511 +89%
AG
62
Advisor Group
Arizona
$12K +$9.23K +550 +333%
SIA
63
SeaBridge Investment Advisors
New Jersey
$11K +$11K +620 New
BlackRock
64
BlackRock
New York
$5K +$5K +300 New
NFG
65
Next Financial Group
Texas
$5K +$5K +300 New
WA
66
WFG Advisors
Texas
$2K +$2K +129 New
PCM
67
Penserra Capital Management
California
$2K +$2K +175 New
Fiera Capital (Canada)
68
Fiera Capital (Canada)
Quebec, Canada
– -$163K -10,278 Closed
PCC
69
Park Circle Company
Maryland
– -$140K -8,815 Closed
PCM
70
Prelude Capital Management
New York
– -$24K -1,500 Closed
ST
71
Spot Trading
Illinois
– -$22K -1,414 Closed
MCM
72
Manchester Capital Management
Vermont
– -$5K -333 Closed
CTC
73
Central Trust Company
Missouri
– -$5K -284 Closed
FPFS
74
First Personal Financial Services
North Carolina
– -$4K -249 Closed
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