NEWT icon

NewtekOne
NEWT

Overview Fund Activity

68 hedge funds and large institutions have $47.5M invested in NewtekOne in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-8
Holders Change %
-10.53%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
20
Reduced
21
Closed
23
Calls
$1.06M
Puts
$1.77M
Net Calls
-$714K
Net Calls Change
-$420K

Top Buyers

1
Two Sigma Advisers
Two Sigma Advisers
New York
$1.67M
2
SCM
SG Capital Management
Illinois
$691K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$596K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$622K
5
AWS
AJ Wealth Strategies
New York
$369K

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.22M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$4.5M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
FAAS
First Allied Advisory Services
California
$0
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$51K -$168K -12,694 -77%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$49K +$49K +3,693 New
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$26K +$26K +2,000 New
Nisa Investment Advisors
54
Nisa Investment Advisors
Missouri
$20K – – –
APA
55
American Portfolios Advisors
New York
$19.7K -$34K -2,575 -63%
ASN
56
Advisory Services Network
Georgia
$18K -$17.2K -1,324 -49%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$18K +$18K +1,365 New
VFA
58
Valeo Financial Advisors
Indiana
$14K – – –
SIA
59
SeaBridge Investment Advisors
New Jersey
$13K – – –
VRM
60
Vectors Research Management
New York
$7K +$7K +500 New
DWA
61
Dorsey Wright & Associates
California
$5K -$1.12K -89 -18%
EWP
62
Engrave Wealth Partners
Texas
$4K +$36 +3 +0.9%
AIC
63
Ameritas Investment Company
Nebraska
$4K +$4K +358 New
NFG
64
Next Financial Group
Texas
$3K – – –
SCA
65
Stonebridge Capital Advisors
Minnesota
$1K – – –
GWM
66
Geneos Wealth Management
Colorado
$1K – – –
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$1K – – –
TI
68
tru Independence
Oregon
$13 – – –
Citadel Advisors
69
Citadel Advisors
Florida
– -$943K -41,648 Closed
FAAS
70
First Allied Advisory Services
California
– -$888K -39,548 Closed
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
– -$828K -36,551 Closed
AAM
72
American Asset Management
Florida
– -$797K -35,196 Closed
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
– -$650K -28,686 Closed
AWM
74
AE Wealth Management
Kansas
– -$631K -27,871 Closed
AR
75
Advisory Research
Illinois
– -$581K -25,643 Closed
1 2
3
4