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NewtekOne

65 hedge funds and large institutions have $70.5M invested in NewtekOne in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-4
Holders Change %
-5.8%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
10
Increased
21
Reduced
18
Closed
14
Calls
$1.02M
Puts
$1.21M
Net Calls
-$196K
Net Calls Change
-$644K
Name Holding Trade Value Shares
Change
Shares
Change %
AG
51
Advisor Group
Arizona
$54K -$37.3K -1,889 -41%
APA
52
American Portfolios Advisors
New York
$34.7K
SIA
53
SeaBridge Investment Advisors
New Jersey
$20K
VFA
54
Valeo Financial Advisors
Indiana
$18K
JFA
55
JNBA Financial Advisors
Minnesota
$18K
Nordea Investment Management
56
Nordea Investment Management
Sweden
$14K +$2.26K +112 +19%
Simplex Trading
57
Simplex Trading
Illinois
$14K +$13K +676 +1,325%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$8K +$8K +383 New
AIC
59
Ameritas Investment Company
Nebraska
$6K +$6K +320 New
QCIG
60
Quad-Cities Investment Group
Iowa
$2K
Deutsche Bank
61
Deutsche Bank
Germany
$1K
GWM
62
Geneos Wealth Management
Colorado
$1K
Ohio Public Employees Retirement System (OPERS)
63
Ohio Public Employees Retirement System (OPERS)
Ohio
-$1.42M -81,650 Closed
HF
64
HRT Financial
New York
-$754K -43,259 Closed
Two Sigma Advisers
65
Two Sigma Advisers
New York
-$485K -27,836 Closed
BCM
66
BlueCrest Capital Management
Jersey
-$449K -25,751 Closed
Goldman Sachs
67
Goldman Sachs
New York
-$420K -24,097 Closed
EGA
68
Eagle Global Advisors
Texas
-$341K -19,551 Closed
HighTower Advisors
69
HighTower Advisors
Illinois
-$210K -12,063 Closed
FFW
70
Fusion Family Wealth
New York
-$189K -10,841 Closed
IA
71
IFP Advisors
Florida
-$120K -6,950 Closed
W
72
WealthOne
New York
-$42K -2,385 Closed
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
-$10K -600 Closed
NFG
74
Next Financial Group
Texas
-$2K -120 Closed