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NKBS

NEWTEK BUSINESS SERVICES, INC.
NKBS

Delisted

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

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30 hedge funds and large institutions have $10.2M invested in NEWTEK BUSINESS SERVICES, INC. in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

60% more capital invested

Capital invested by funds: $6.38M → $10.2M (+$3.84M)

11% more funds holding

Funds holding: 27 → 30 (+3)

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
7
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$881K
2
FAM
Fortaleza Asset Management
Illinois
+$326K
3
EIM
Essex Investment Management
Massachusetts
+$55K
4
NC
Northpointe Capital
Michigan
+$43K
5
Deutsche Bank
Deutsche Bank
Germany
+$25K

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$38.5K
2
TH
Timber Hill
Connecticut
-$28K
3
TRCT
Tower Research Capital (TRC)
New York
-$26.8K
4
SIM
Spark Investment Management
New York
-$21K
5
Northern Trust
Northern Trust
Illinois
-$11.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.87M +$881K +297,811 +44%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$2M -$38.5K -13,000 -2%
PCM
3
Perritt Capital Management
Illinois
$1.35M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.23M +$4.44K +1,500 +0.4%
Renaissance Technologies
5
Renaissance Technologies
New York
$746K +$15.4K +5,200 +2%
California Public Employees Retirement System
6
California Public Employees Retirement System
California
$417K – – –
FAM
7
Fortaleza Asset Management
Illinois
$326K +$326K +110,099 New
BIT
8
BlackRock Institutional Trust
California
$317K +$17K +5,749 +6%
BFA
9
BlackRock Fund Advisors
California
$259K +$20.4K +6,894 +9%
CC
10
Chubb Corp
New Jersey
$196K – – –
Northern Trust
11
Northern Trust
Illinois
$84K -$11.4K -3,808 -12%
EIM
12
Essex Investment Management
Massachusetts
$55K +$55K +18,495 New
JP Morgan Chase
13
JP Morgan Chase
New York
$47K – – –
MLICM
14
Metropolitan Life Insurance Company (MetLife)
New York
$44K – – –
NC
15
Northpointe Capital
Michigan
$43K +$43K +14,425 New
Prudential Financial
16
Prudential Financial
New Jersey
$37K – – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$36K – – –
OIM
18
Opus Investment Management
Massachusetts
$36K – – –
ISL
19
Ingalls & Snyder LLC
New York
$31K – – –
Deutsche Bank
20
Deutsche Bank
Germany
$25K +$25K +9,003 New
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$16K +$16K +5,365 New
Ameriprise
22
Ameriprise
Minnesota
$15K – – –
Macquarie Group
23
Macquarie Group
Australia
$13K – – –
U
24
UBS
Switzerland
$10K +$7.02K +2,369 +235%
TRCT
25
Tower Research Capital (TRC)
New York
$3K -$26.8K -8,396 -90%
1
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NKBS Hedge Fund Activity: Q3 2013 in Review

30 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in NEWTEK BUSINESS SERVICES, INC. (NKBS) for Q3 2013, worth a combined $10.2M — up 60% from $6.38M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NKBS positions and 4 closed out — a net gain of 3 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $881K. The largest seller was Dimensional Fund Advisors, cutting an estimated $38.5K.

  • 30 institutional investors held NEWTEK BUSINESS SERVICES, INC. (NKBS) as of Q3 2013, up from 27 in Q2 2013.
  • Funds reported $10.2M of NEWTEK BUSINESS SERVICES, INC. stock for Q3 2013, up 60% quarter-over-quarter.
  • 7 funds opened new NEWTEK BUSINESS SERVICES, INC. positions in Q3 2013 and 4 closed out, a net change of +3 holders.
  • The largest NEWTEK BUSINESS SERVICES, INC. buyer in Q3 2013 was Wellington Management Group, an estimated $881K added.
  • The largest NEWTEK BUSINESS SERVICES, INC. seller in Q3 2013 was Dimensional Fund Advisors, an estimated $38.5K sold.

Based on aggregated 13F filings for Q3 2013.