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NewtekOne
NEWT

Overview Fund Activity

69 hedge funds and large institutions have $67.5M invested in NewtekOne in 2018 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+8
Holders Change %
+13.11%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
22
Increased
23
Reduced
16
Closed
14
Calls
$927K
Puts
$479K
Net Calls
+$448K
Net Calls Change
-$212K

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
$1.65M
2
Citadel Advisors
Citadel Advisors
Florida
$1.04M
3
HF
HRT Financial
New York
$754K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$913K
5
BI
Bramshill Investments
Florida
$1.44M

Top Sellers

1
Invesco
Invesco
Georgia
$0
2
DTL
Dynamic Technology Lab
Singapore
$0
3
RJA
Raymond James & Associates
Florida
$1.09M
4
AAM
Advisors Asset Management
Colorado
$7.59M
5
UBS Group
UBS Group
Switzerland
$6.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
51
Tower Research Capital (TRC)
New York
$116K +$52.1K +2,974 +82%
AG
52
Advisor Group
Arizona
$80K +$4.39K +254 +6%
Nisa Investment Advisors
53
Nisa Investment Advisors
Missouri
$68K – – –
W
54
WealthOne
New York
$42K +$42K +2,385 New
APA
55
American Portfolios Advisors
New York
$30.9K – – –
SIA
56
SeaBridge Investment Advisors
New Jersey
$17K +$17K +1,000 New
VFA
57
Valeo Financial Advisors
Indiana
$16K – – –
JFA
58
JNBA Financial Advisors
Minnesota
$16K +$16K +900 New
Nordea Investment Management
59
Nordea Investment Management
Sweden
$10K +$10K +583 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$10K +$10K +600 New
Barclays
61
Barclays
United Kingdom
$9K -$149K -8,795 -94%
QCIG
62
Quad-Cities Investment Group
Iowa
$2K – – –
NFG
63
Next Financial Group
Texas
$2K +$2K +120 New
GWM
64
Geneos Wealth Management
Colorado
$1K – – –
Deutsche Bank
65
Deutsche Bank
Germany
$1K +$1K +100 New
Invesco
66
Invesco
Georgia
– -$10.4M -495,180 Closed
DTL
67
Dynamic Technology Lab
Singapore
– -$470K -22,424 Closed
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
– -$380K -18,148 Closed
VF
69
Virtu Financial
New York
– -$378K -18,064 Closed
MF
70
Magnetar Financial
Illinois
– -$251K -11,985 Closed
Two Sigma Investments
71
Two Sigma Investments
New York
– -$214K -10,232 Closed
Principal Financial Group
72
Principal Financial Group
Iowa
– -$209K -9,997 Closed
PI
73
PEAK6 Investments
Illinois
– -$152K -7,279 Closed
US Bancorp
74
US Bancorp
Minnesota
– -$64K -3,045 Closed
SWP
75
Stratos Wealth Partners
Ohio
– -$43K -2,052 Closed
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