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NKBS

NEWTEK BUSINESS SERVICES, INC.
NKBS

Delisted

NKBS was delisted on the 13th of October, 2006.

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31 hedge funds and large institutions have $9.29M invested in NEWTEK BUSINESS SERVICES, INC. in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% less funds holding

Funds holding: 38 → 31 (-7)

23% less capital invested

Capital invested by funds: $12.1M → $9.29M (-$2.8M)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

78% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 9

Holders
31
Holders Change
-7
Holders Change %
-18.42%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
5
Reduced
8
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Whitebox Advisors
Minnesota
+$203K
2
Wells Fargo
Wells Fargo
California
+$96.1K
3
BIT
BlackRock Institutional Trust
California
+$66.5K
4
RCM
Rotella Capital Management
Washington
+$56K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$35K

Top Sellers

1
PCM
Perritt Capital Management
Illinois
-$1.19M
2
NC
Northpointe Capital
Michigan
-$1.17M
3
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$651K
4
Invesco
Invesco
Georgia
-$55.8K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$44.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Acadian Asset Management
26
Acadian Asset Management
Massachusetts
$12K – – –
Macquarie Group
27
Macquarie Group
Australia
$12K – – –
Morgan Stanley
28
Morgan Stanley
New York
$10K +$180 +64 +2%
U
29
UBS
Switzerland
$5K -$11.7K -3,972 -70%
Deutsche Bank
30
Deutsche Bank
Germany
$2K – – –
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7 +$1 +493 +25%
PCM
32
Perritt Capital Management
Illinois
– -$1.19M -434,000 Closed
NC
33
Northpointe Capital
Michigan
– -$1.17M -428,303 Closed
COPPSERS
34
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$651K -237,432 Closed
CS
35
Credit Suisse
Switzerland
– -$30K -11,095 Closed
GCP
36
GSA Capital Partners
United Kingdom
– -$30K -10,829 Closed
BRWA
37
B. Riley Wealth Advisors
Florida
– -$15.1K -5,500 Closed
TF
38
Tompkins Financial
New York
– -$1K -400 Closed
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
– -$263 -96 Closed
1
2

NKBS Hedge Fund Activity: Q3 2014 in Review

31 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in NEWTEK BUSINESS SERVICES, INC. (NKBS) for Q3 2014, worth a combined $9.29M — down 23% from $12.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NKBS and 2 opened new positions — a net loss of 7 holders — while 8 trimmed existing stakes and 5 added.

The largest buyer was Whitebox Advisors, adding an estimated $203K. The largest seller was Perritt Capital Management, exiting entirely with an estimated $1.19M sold.

  • 31 institutional investors held NEWTEK BUSINESS SERVICES, INC. (NKBS) as of Q3 2014, down from 38 in Q2 2014.
  • Funds reported $9.29M of NEWTEK BUSINESS SERVICES, INC. stock for Q3 2014, down 23% quarter-over-quarter.
  • 2 funds opened new NEWTEK BUSINESS SERVICES, INC. positions in Q3 2014 and 9 closed out, a net change of -7 holders.
  • The largest NEWTEK BUSINESS SERVICES, INC. buyer in Q3 2014 was Whitebox Advisors, an estimated $203K added.
  • The largest NEWTEK BUSINESS SERVICES, INC. seller in Q3 2014 was Perritt Capital Management, an estimated $1.19M sold.

Based on aggregated 13F filings for Q3 2014.