NewtekOne
NEWT
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.
17% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 18
5% more capital invested
Capital invested by funds: $67.5M → $70.5M (+$3.06M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.64% less ownership
Funds ownership: 20.48% → 18.84% (-1.6%)
6% less funds holding
Funds holding: 69 → 65 (-4)
16% less call options, than puts
Call options by funds: $1.01M | Put options by funds: $1.21M
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$811K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$570K |
| 3 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$472K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$457K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$304K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
-$1.42M |
| 2 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
-$1.35M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.23M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$1.13M |
| 5 |
JP Morgan Chase
New York
|
-$899K |
NEWT Hedge Fund Activity: Q1 2019 in Review
65 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in NewtekOne (NEWT) for Q1 2019, worth a combined $70.5M — up 4.5% from $67.5M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of NEWT and 10 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 21 added.
The largest buyer was Morgan Stanley, adding an estimated $811K. The largest seller was Ohio Public Employees Retirement System (OPERS), exiting entirely with an estimated $1.42M sold.
- 65 institutional investors held NewtekOne (NEWT) as of Q1 2019, down from 69 in Q4 2018.
- Funds reported $70.5M of NewtekOne stock for Q1 2019, up 4.5% quarter-over-quarter.
- 10 funds opened new NewtekOne positions in Q1 2019 and 14 closed out, a net change of -4 holders.
- The largest NewtekOne buyer in Q1 2019 was Morgan Stanley, an estimated $811K added.
- The largest NewtekOne seller in Q1 2019 was Ohio Public Employees Retirement System (OPERS), an estimated $1.42M sold.
Based on aggregated 13F filings for Q1 2019.