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Newmark Group

236 hedge funds and large institutions have $449M invested in Newmark Group in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 65 increasing their positions, 83 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 40

0% more funds holding

Funds holding: 235236 (+1)

0% less ownership

Funds ownership: 67.03%67.03% (-0%)

22% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 83

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

68% less call options, than puts

Call options by funds: $478K | Put options by funds: $1.49M

69% less capital invested

Capital invested by funds: $1.43B → $449M (-$982M)

Holders
236
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
43
Increased
65
Reduced
83
Closed
40
Calls
$478K
Puts
$1.49M
Net Calls
-$1.02M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
201
Pathstone Family Office
New Jersey
$9K +$23.5K +2,400 New
APA
202
American Portfolios Advisors
New York
$7.25K -$9.65K -984 -37%
NFG
203
Next Financial Group
Texas
$7K -$9.81K -1,000 -38%
X
204
Xponance
Pennsylvania
$7K
HNB
205
Huntington National Bank
Ohio
$7K +$8.19K +835 +120%
WT
206
Whittier Trust
California
$7K +$16.7K +1,701 New
RE
207
RBC Europe
United Kingdom
$5.91K
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$5K
SCA
209
Stonebridge Capital Advisors
Minnesota
$5K
AIM
210
Aigen Investment Management
New York
$5K +$12.2K +1,241 New
AIS
211
Accurate Investment Solutions
Pennsylvania
$3K
BWL
212
Bogart Wealth LLC
Virginia
$3K
ST
213
Smithfield Trust
Pennsylvania
$3K
TWA
214
TCI Wealth Advisors
Arizona
$3K
WAP
215
Wealthcare Advisory Partners
Pennsylvania
$3K +$5.09K +519 +260%
ASN
216
Advisory Services Network
Georgia
$2K -$1.75K -179 -31%
JGIA
217
Jackson Grant Investment Advisers
Connecticut
$2K
PA
218
Procyon Advisors
Connecticut
$1K -$9.39K -958 -86%
AssetMark Inc
219
AssetMark Inc
California
$1K -$8.34K -850 -86%
US Bancorp
220
US Bancorp
Minnesota
$1K -$471 -48 -19%
GWM
221
Geneos Wealth Management
Colorado
$1K
LFG
222
Larson Financial Group
Missouri
$1K
LWA
223
Lenox Wealth Advisors
New York
$1K
PA
224
Parallel Advisors
California
$1K
S
225
SignatureFD
Georgia
$1K +$1.23K +125 New

NMRK Hedge Fund Activity: Q1 2020 in Review

236 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Newmark Group (NMRK) for Q1 2020, worth a combined $449M — down 69% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new NMRK positions and 40 closed out — a net gain of 3 holders — while 65 added to existing stakes and 83 trimmed.

The largest buyer was Empyrean Capital Partners, opening a new position worth an estimated $22.8M. The largest seller was Principal Financial Group, cutting an estimated $40.7M.

  • 236 institutional investors held Newmark Group (NMRK) as of Q1 2020, up from 235 in Q4 2019.
  • Funds reported $449M of Newmark Group stock for Q1 2020, down 69% quarter-over-quarter.
  • 43 funds opened new Newmark Group positions in Q1 2020 and 40 closed out, a net change of +3 holders.
  • The largest Newmark Group buyer in Q1 2020 was Empyrean Capital Partners, an estimated $22.8M added.
  • The largest Newmark Group seller in Q1 2020 was Principal Financial Group, an estimated $40.7M sold.

Based on aggregated 13F filings for Q1 2020.