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NewtekOne
NEWT

Overview Fund Activity

64 hedge funds and large institutions have $77.9M invested in NewtekOne in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+1
Holders Change %
+1.59%
% 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
11
Increased
26
Reduced
12
Closed
10
Calls
$1.23M
Puts
$760K
Net Calls
+$465K
Net Calls Change
+$98K

Top Buyers

1
IECM
Intrinsic Edge Capital Management
Illinois
$5.19M
2
NA
Navellier & Associates
Nevada
$1.21M
3
Millennium Management
Millennium Management
New York
$1.73M
4
CI
Cavalier Investments
Georgia
$632K
5
Morgan Stanley
Morgan Stanley
New York
$3.45M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$0
2
DCM
Driehaus Capital Management
Illinois
$0
3
ACA
Aptus Capital Advisors
Alabama
$0
4
AAM
Advisors Asset Management
Colorado
$7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
51
Tower Research Capital (TRC)
New York
$41K -$8.79K -387 -18%
Nisa Investment Advisors
52
Nisa Investment Advisors
Missouri
$34K – – –
SIA
53
SeaBridge Investment Advisors
New Jersey
$23K – – –
VFA
54
Valeo Financial Advisors
Indiana
$21K – – –
AWM
55
Avior Wealth Management
Nebraska
$14K +$1.27K +60 +10%
Barclays
56
Barclays
United Kingdom
$11K +$6.63K +303 +152%
DWA
57
Dorsey Wright & Associates
California
$11K +$11K +473 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$11K +$11K +491 New
AIC
59
Ameritas Investment Company
Nebraska
$7K +$7K +335 New
SCA
60
Stonebridge Capital Advisors
Minnesota
$3K – – –
QCIG
61
Quad-Cities Investment Group
Iowa
$2K – – –
GWM
62
Geneos Wealth Management
Colorado
$2K – – –
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$2K +$2K +79 New
PAG
64
Private Advisor Group
New Jersey
– -$3.57M -155,081 Closed
DCM
65
Driehaus Capital Management
Illinois
– -$1.02M -44,213 Closed
ACA
66
Aptus Capital Advisors
Alabama
– -$878K -38,180 Closed
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
– -$713K -31,006 Closed
PPP
68
Private Portfolio Partners
New Jersey
– -$676K -29,389 Closed
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
– -$483K -20,980 Closed
OCG
70
Opus Capital Group
Ohio
– -$238K -10,366 Closed
NFG
71
Next Financial Group
Texas
– -$3K -120 Closed
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