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NKBS

NEWTEK BUSINESS SERVICES, INC.
NKBS

Delisted

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

38 hedge funds and large institutions have $12.1M invested in NEWTEK BUSINESS SERVICES, INC. in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

27% more funds holding

Funds holding: 3038 (+8)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

8% less capital invested

Capital invested by funds: $13.1M → $12.1M (-$986K)

Holders
38
Holders Change
+8
Holders Change %
+26.67%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
6
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1
Potomac Capital Management
New York
$2.2M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$1.83M -$1.92K -700 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.54M
PCM
4
Perritt Capital Management
Illinois
$1.19M -$60.6K -22,109 -5%
NC
5
Northpointe Capital
Michigan
$1.17M -$335K -122,335 -22%
BIT
6
BlackRock Institutional Trust
California
$713K
COPPSERS
7
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$651K -$186K -68,000 -22%
Renaissance Technologies
8
Renaissance Technologies
New York
$564K -$81K -29,600 -13%
WA
9
Whitebox Advisors
Minnesota
$543K +$82.5K +30,097 +18%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$386K
BFA
11
BlackRock Fund Advisors
California
$294K +$8.4K +3,064 +3%
CC
12
Chubb Corp
New Jersey
$182K
Invesco
13
Invesco
Georgia
$146K +$7K +2,562 +5%
Northern Trust
14
Northern Trust
Illinois
$109K +$963 +351 +0.9%
BCM
15
Bridgeway Capital Management
Texas
$65K +$65K +23,590 New
Wells Fargo
16
Wells Fargo
California
$55K
SIM
17
Spark Investment Management
New York
$53K
JP Morgan Chase
18
JP Morgan Chase
New York
$44K
MLICM
19
Metropolitan Life Insurance Company (MetLife)
New York
$41K
Prudential Financial
20
Prudential Financial
New Jersey
$35K
Bank of New York Mellon
21
Bank of New York Mellon
New York
$34K +$47 +17 +0.1%
OIM
22
Opus Investment Management
Massachusetts
$33K
GCP
23
GSA Capital Partners
United Kingdom
$30K +$30K +10,829 New
CS
24
Credit Suisse
Switzerland
$30K +$30K +11,095 New
ISL
25
Ingalls & Snyder LLC
New York
$29K

NKBS Hedge Fund Activity: Q2 2014 in Review

38 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in NEWTEK BUSINESS SERVICES, INC. (NKBS) for Q2 2014, worth a combined $12.1M — down 7.5% from $13.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NKBS positions and 1 closed out — a net gain of 8 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Whitebox Advisors, adding an estimated $82.5K. The largest seller was Northpointe Capital, cutting an estimated $335K.

  • 38 institutional investors held NEWTEK BUSINESS SERVICES, INC. (NKBS) as of Q2 2014, up from 30 in Q1 2014.
  • Funds reported $12.1M of NEWTEK BUSINESS SERVICES, INC. stock for Q2 2014, down 7.5% quarter-over-quarter.
  • 9 funds opened new NEWTEK BUSINESS SERVICES, INC. positions in Q2 2014 and 1 closed out, a net change of +8 holders.
  • The largest NEWTEK BUSINESS SERVICES, INC. buyer in Q2 2014 was Whitebox Advisors, an estimated $82.5K added.
  • The largest NEWTEK BUSINESS SERVICES, INC. seller in Q2 2014 was Northpointe Capital, an estimated $335K sold.

Based on aggregated 13F filings for Q2 2014.