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NewtekOne
NEWT

Overview Fund Activity

49 hedge funds and large institutions have $56.6M invested in NewtekOne in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 17 closing their positions.

Holders
49
Holders Change
-8
Holders Change %
-14.04%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
12
Reduced
19
Closed
17
Calls
$4.08M
Puts
$1.31M
Net Calls
+$2.77M
Net Calls Change
+$1.72M

Top Buyers

1
ACL
1
Azora Capital LP
Florida
$3.46M
2
Invesco
2
Invesco
Georgia
$8.66M
3
VanEck Associates
3
VanEck Associates
New York
$5.21M
4
FI
4
FormulaFolio Investments
Michigan
$332K
5
N
5
Natixis
France
$295K

Top Sellers

1
P
1
&Partners
Tennessee
$0
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$1.39M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
LSV Asset Management
4
LSV Asset Management
Illinois
$4.03M
5
NA
5
Navellier & Associates
Nevada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$8.66M 466,064 +141,430 +44%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$7.18M 386,837 – –
VanEck Associates
3
VanEck Associates
New York
$5.21M 280,288 +20,167 +8%
AAM
4
Advisors Asset Management
Colorado
$4.82M 259,771 -10,754 -4%
LSV Asset Management
5
LSV Asset Management
Illinois
$4.03M 217,105 -32,593 -13%
ACL
6
Azora Capital LP
Florida
$3.46M 186,214 +186,214 New
MCM
7
McKinley Capital Management
Alaska
$2.73M 147,218 -3,969 -3%
BA
8
Bard Associates
Illinois
$2.52M 135,552 -3,096 -2%
RJA
9
Raymond James & Associates
Florida
$1.74M 93,736 -11,662 -11%
Morgan Stanley
10
Morgan Stanley
New York
$1.62M 87,004 +5,828 +7%
BI
11
Bramshill Investments
Florida
$1.46M 78,468 -6,309 -7%
UBS Group
12
UBS Group
Switzerland
$1.41M 76,121 -9,269 -11%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$1.39M 75,000 -45,900 -38%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.26M 67,722 +4,496 +7%
IAIM
15
International Assets Investment Management
Florida
$1.01M 54,225 -2,725 -5%
Stifel Financial
16
Stifel Financial
Missouri
$904K 48,712 -4,843 -9%
GC
17
Guggenheim Capital
Illinois
$873K 47,022 +396 +0.8%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$842K 45,360 +1,600 +4%
Osaic Holdings
19
Osaic Holdings
Arizona
$688K 37,028 +5,813 +19%
Axa
20
Axa
France
$683K 36,800 – –
FFA
21
Founders Financial Alliance
North Carolina
$621K 33,509 +33,509 New
GEA
22
Glen Eagle Advisors
New Jersey
$548K 29,518 -745 -2%
WFI
23
West Family Investments
California
$334K 17,971 +7,966 +80%
Group One Trading
24
Group One Trading
Illinois
$332K 17,901 -12,738 -42%
FI
25
FormulaFolio Investments
Michigan
$332K 17,899 +17,899 New
1
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