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NewtekOne

75 hedge funds and large institutions have $94.9M invested in NewtekOne in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-8
Holders Change %
-9.64%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
28
Reduced
17
Closed
21
Calls
$7.27M
Puts
$8.16M
Net Calls
-$890K
Net Calls Change
-$2.42M
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.01M -$80.8K -2,912 -7%
JIP
27
Jaffetilchin Investment Partners
Florida
$874K +$874K +31,509 New
GEA
28
Glen Eagle Advisors
New Jersey
$832K +$90.9K +3,278 +12%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$792K +$16.3K +588 +2%
LSV Asset Management
30
LSV Asset Management
Illinois
$772K -$4.1M -148,130 -84%
Ameriprise
31
Ameriprise
Minnesota
$666K -$881K -31,746 -57%
Simplex Trading
32
Simplex Trading
Illinois
$662K +$3.53K +100 +0.5%
Jane Street
33
Jane Street
New York
$577K +$395K +14,258 +217%
AWM
34
AE Wealth Management
Kansas
$553K +$331K +11,930 +149%
BCM
35
Brookstone Capital Management
Illinois
$538K
GC
36
Guggenheim Capital
Illinois
$531K +$5.68K +205 +1%
Marshall Wace
37
Marshall Wace
United Kingdom
$523K +$523K +18,847 New
VF
38
Virtu Financial
New York
$482K +$482K +17,383 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$472K -$79.5K -2,868 -14%
AG
40
Algert Global
California
$424K +$424K +15,302 New
LPL Financial
41
LPL Financial
California
$410K -$685K -24,708 -63%
Geode Capital Management
42
Geode Capital Management
Massachusetts
$384K
SW
43
SVB Wealth
Massachusetts
$377K +$70.7K +2,550 +23%
Axa
44
Axa
France
$358K +$358K +12,900 New
Wolverine Trading
45
Wolverine Trading
Illinois
$294K -$53.8K -1,955 -15%
TWM
46
Tradition Wealth Management
Minnesota
$292K -$5.4K -195 -2%
AIM
47
Axiom Investment Management
New York
$254K
LNWWM
48
Laird Norton Wetherby Wealth Management
California
$250K
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$226K +$119K +4,308 +111%
AWM
50
Apollon Wealth Management
South Carolina
$222K