We are live on ! Find out more
NMRK icon

Newmark Group

222 hedge funds and large institutions have $846M invested in Newmark Group in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 73 increasing their positions, 76 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29.37% more ownership

Funds ownership: 35.31%64.68% (+29%)

4% more capital invested

Capital invested by funds: $813M → $846M (+$33.1M)

4% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 76

4% less funds holding

Funds holding: 232222 (-10)

14% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 49

77% less call options, than puts

Call options by funds: $1.71M | Put options by funds: $7.42M

Holders
222
Holders Change
-10
Holders Change %
-4.31%
% of All Funds
4.81%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
42
Increased
73
Reduced
76
Closed
49
Calls
$1.71M
Puts
$7.42M
Net Calls
-$5.71M
Net Calls Change
-$5.61M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
201
Advisory Services Network
Georgia
$6K +$4.22K +445 +205%
AIS
202
Accurate Investment Solutions
Pennsylvania
$5K
LWA
203
Lenox Wealth Advisors
New York
$5K +$5.23K +551 New
BWL
204
Bogart Wealth LLC
Virginia
$5K +$6.07K +640 New
FCA
205
FinTrust Capital Advisors
South Carolina
$4K -$1.85K -195 -28%
AF
206
Advisornet Financial
Minnesota
$3K
LFG
207
Larson Financial Group
Missouri
$3K
MSA
208
Marino Stram & Associates
Massachusetts
$3K
FPFS
209
First Personal Financial Services
North Carolina
$3K +$1.95K +206 +179%
RFC
210
Regions Financial Corp
Alabama
$3K +$2.85K +300 +857%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.06K +323 New
CIAS
212
Capital Investment Advisory Services
North Carolina
$2K
WAP
213
Wealthcare Advisory Partners
Pennsylvania
$2K +$1.9K +200 New
FDCDDQ
214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.21K +$1.38K +145 New
US Bancorp
215
US Bancorp
Minnesota
$1K -$22.1K -2,331 -92%
CAM
216
Cresset Asset Management
Illinois
$1K
FGAM
217
Financial Gravity Asset Management
Texas
$1K +$607 +64 New
AIC
218
Ameritas Investment Company
Nebraska
$1K +$1.31K +138 New
CFA
219
Camarda Financial Advisors
Florida
$1K +$1.48K +156 New
WCM
220
Whitener Capital Management
North Carolina
$1K +$1.92K +202 New
GT
221
Glenmede Trust
Pennsylvania
$17
KHCM
222
Kettle Hill Capital Management
New York
-$3.43M -428,000 Closed
EAM
223
Eagle Asset Management
Florida
-$2.88M -359,798 Closed
HCMT
224
Highland Capital Management (Texas)
Texas
-$2.38M -297,279 Closed
HCM
225
HGI Capital Management
New York
-$2.32M -289,708 Closed

NMRK Hedge Fund Activity: Q1 2019 in Review

222 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Newmark Group (NMRK) for Q1 2019, worth a combined $846M — up 4.1% from $813M a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of NMRK and 42 opened new positions — a net loss of 7 holders — while 76 trimmed existing stakes and 73 added.

The largest buyer was Principal Financial Group, adding an estimated $15.7M. The largest seller was Cardinal Capital Management LLC (Connecticut), cutting an estimated $10M.

  • 222 institutional investors held Newmark Group (NMRK) as of Q1 2019, down from 232 in Q4 2018.
  • Funds reported $846M of Newmark Group stock for Q1 2019, up 4.1% quarter-over-quarter.
  • 42 funds opened new Newmark Group positions in Q1 2019 and 49 closed out, a net change of -7 holders.
  • The largest Newmark Group buyer in Q1 2019 was Principal Financial Group, an estimated $15.7M added.
  • The largest Newmark Group seller in Q1 2019 was Cardinal Capital Management LLC (Connecticut), an estimated $10M sold.

Based on aggregated 13F filings for Q1 2019.