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NKBS

NEWTEK BUSINESS SERVICES, INC.
NKBS

Delisted

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

31 hedge funds and large institutions have $13.7M invested in NEWTEK BUSINESS SERVICES, INC. in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

34% more capital invested

Capital invested by funds: $10.2M → $13.7M (+$3.52M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

3% more funds holding

Funds holding: 3031 (+1)

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% 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
9
Increased
6
Reduced
4
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1
Potomac Capital Management
New York
$2.69M +$2.69M +855,624 New
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$2.1M -$13.3K -4,245 -0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.65M +$340K +108,300 +26%
PCM
4
Perritt Capital Management
Illinois
$1.43M
NC
5
Northpointe Capital
Michigan
$1.39M +$1.35M +428,315 +2,969%
Renaissance Technologies
6
Renaissance Technologies
New York
$839K +$48K +15,300 +6%
COPPSERS
7
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$777K +$777K +247,300 New
BIT
8
BlackRock Institutional Trust
California
$619K +$283K +90,121 +84%
WA
9
Whitebox Advisors
Minnesota
$512K +$512K +163,000 New
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$422K
BFA
11
BlackRock Fund Advisors
California
$287K +$12K +3,830 +4%
CC
12
Chubb Corp
New Jersey
$210K
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$136K +$119K +37,907 +707%
TDC
14
Thompson Davis & Co
Virginia
$122K +$122K +38,778 New
Northern Trust
15
Northern Trust
Illinois
$83K -$5.5K -1,746 -6%
SIM
16
Spark Investment Management
New York
$69K +$69K +22,400 New
EIM
17
Essex Investment Management
Massachusetts
$58K
N
18
Natixis
France
$52K +$52K +16,900 New
JP Morgan Chase
19
JP Morgan Chase
New York
$50K -$181 -58 -0.4%
MLICM
20
Metropolitan Life Insurance Company (MetLife)
New York
$47K
Prudential Financial
21
Prudential Financial
New Jersey
$40K
Bank of New York Mellon
22
Bank of New York Mellon
New York
$38K
OIM
23
Opus Investment Management
Massachusetts
$38K
ISL
24
Ingalls & Snyder LLC
New York
$33K
Ameriprise
25
Ameriprise
Minnesota
$16K

NKBS Hedge Fund Activity: Q4 2013 in Review

31 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in NEWTEK BUSINESS SERVICES, INC. (NKBS) for Q4 2013, worth a combined $13.7M — up 34% from $10.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NKBS positions and 8 closed out — a net gain of 1 holder — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Northpointe Capital, adding an estimated $1.35M. The largest seller was Wellington Management Group, exiting entirely with an estimated $2.87M sold.

  • 31 institutional investors held NEWTEK BUSINESS SERVICES, INC. (NKBS) as of Q4 2013, up from 30 in Q3 2013.
  • Funds reported $13.7M of NEWTEK BUSINESS SERVICES, INC. stock for Q4 2013, up 34% quarter-over-quarter.
  • 9 funds opened new NEWTEK BUSINESS SERVICES, INC. positions in Q4 2013 and 8 closed out, a net change of +1 holder.
  • The largest NEWTEK BUSINESS SERVICES, INC. buyer in Q4 2013 was Northpointe Capital, an estimated $1.35M added.
  • The largest NEWTEK BUSINESS SERVICES, INC. seller in Q4 2013 was Wellington Management Group, an estimated $2.87M sold.

Based on aggregated 13F filings for Q4 2013.