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NewtekOne
NEWT

Overview Fund Activity

76 hedge funds and large institutions have $93.2M invested in NewtekOne in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+12
Holders Change %
+18.75%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
17
Increased
25
Reduced
16
Closed
5
Calls
$793K
Puts
$1.09M
Net Calls
-$294K
Net Calls Change
-$759K

Top Buyers

1
Invesco
1
Invesco
Georgia
$10M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$2.91M
3
Millennium Management
3
Millennium Management
New York
$3.86M
4
VanEck Associates
4
VanEck Associates
New York
$5.02M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$828K

Top Sellers

1
IECM
1
Intrinsic Edge Capital Management
Illinois
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$11.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$943K
4
Morgan Stanley
4
Morgan Stanley
New York
$3.21M
5
GC
5
Guggenheim Capital
Illinois
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGA
51
Eagle Global Advisors
Texas
$202K – – –
AG
52
Advisor Group
Arizona
$194K +$1.04K +46 +0.5%
BAM
53
Belpointe Asset Management
Nevada
$192K +$18.1K +800 +10%
CMBA
54
C.M. Bidwell & Associates
Hawaii
$127K -$10.9K -480 -8%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$126K +$126K +5,600 New
Victory Capital Management
56
Victory Capital Management
Texas
$110K +$36.5K +1,609 +50%
APA
57
American Portfolios Advisors
New York
$92.2K – – –
Simplex Trading
58
Simplex Trading
Illinois
$69K +$69K +3,050 New
ASN
59
Advisory Services Network
Georgia
$61K -$128K -5,673 -68%
AIM
60
Aigen Investment Management
New York
$60K +$60K +2,637 New
Nisa Investment Advisors
61
Nisa Investment Advisors
Missouri
$34K – – –
TRCT
62
Tower Research Capital (TRC)
New York
$24K -$17K -749 -41%
SIA
63
SeaBridge Investment Advisors
New Jersey
$23K – – –
VFA
64
Valeo Financial Advisors
Indiana
$21K – – –
AWM
65
Avior Wealth Management
Nebraska
$14K – – –
TI
66
tru Independence
Oregon
$13K +$13K +1,000 New
DWA
67
Dorsey Wright & Associates
California
$11K +$272 +12 +3%
Barclays
68
Barclays
United Kingdom
$9K -$2.29K -102 -20%
EWP
69
Engrave Wealth Partners
Texas
$7K +$7K +328 New
NFG
70
Next Financial Group
Texas
$6K +$6K +244 New
PA
71
PSI Advisors
Florida
$5K +$5K +250 New
SCA
72
Stonebridge Capital Advisors
Minnesota
$3K – – –
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$2K – – –
GWM
74
Geneos Wealth Management
Colorado
$2K – – –
Fidelity Investments
75
Fidelity Investments
Massachusetts
$1K +$1K +57 New
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