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NewtekOne
NEWT

Overview Fund Activity

74 hedge funds and large institutions have $126M invested in NewtekOne in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
23
Reduced
15
Closed
15
Calls
$4.73M
Puts
$4.58M
Net Calls
+$151K
Net Calls Change
+$1.04M

Top Buyers

1
RA
Royce & Associates
New York
+$24.4M
2
Marshall Wace
Marshall Wace
United Kingdom
+$8.03M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$3.69M
4
EVM
Eaton Vance Management
Massachusetts
+$1.79M
5
Invesco
Invesco
Georgia
+$1.53M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.97M
2
Deutsche Bank
Deutsche Bank
Germany
-$1.53M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.39M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.07M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$792K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$1.03M -$508K -18,406 -33%
JIP
27
Jaffetilchin Investment Partners
Florida
$945K +$74.7K +2,705 +9%
Axa
28
Axa
France
$901K +$544K +19,700 +153%
Osaic Holdings
29
Osaic Holdings
Arizona
$865K -$145K -5,239 -14%
GEA
30
Glen Eagle Advisors
New Jersey
$837K +$7.6K +275 +0.9%
LPL Financial
31
LPL Financial
California
$716K +$308K +11,125 +75%
AWM
32
AE Wealth Management
Kansas
$570K +$18.9K +683 +3%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$566K +$95K +3,436 +20%
BCM
34
Brookstone Capital Management
Illinois
$521K – – –
Geode Capital Management
35
Geode Capital Management
Massachusetts
$383K – – –
TWM
36
Tradition Wealth Management
Minnesota
$340K +$48.9K +1,772 +17%
CMS
37
Capital Market Strategies
Florida
$337K +$337K +12,181 New
N
38
Natixis
France
$331K +$331K +11,967 New
SL
39
Summitry LLC
California
$276K +$276K +10,000 New
AG
40
Algert Global
California
$258K -$165K -5,960 -39%
AIM
41
Axiom Investment Management
New York
$254K – – –
Wolverine Trading
42
Wolverine Trading
Illinois
$252K -$40.5K -1,479 -14%
LNWWM
43
Laird Norton Wetherby Wealth Management
California
$249K – – –
AWM
44
Apollon Wealth Management
South Carolina
$221K – – –
TJHA
45
Thomas J. Herzfeld Advisors
Florida
$201K +$90.6K +3,284 +82%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$169K -$56.5K -2,048 -25%
Wells Fargo
47
Wells Fargo
California
$153K +$110 +4 +0.1%
FAG
48
Fortitude Advisory Group
Washington
$88K +$88K +3,201 New
MIM
49
MetLife Investment Management
New Jersey
$82.9K – – –
WWM
50
Wagner Wealth Management
South Carolina
$79K +$416 +15 +0.5%
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