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NewtekOne

80 hedge funds and large institutions have $76.5M invested in NewtekOne in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-6
Holders Change %
-6.98%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
30
Reduced
18
Closed
17
Calls
$1.9M
Puts
$999K
Net Calls
+$900K
Net Calls Change
-$2.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$717K +$180K +9,491 +33%
LCWP
27
Legacy Capital Wealth Partners
Arkansas
$670K +$4.75K +251 +0.7%
Jane Street
28
Jane Street
New York
$617K +$357K +18,885 +138%
Stifel Financial
29
Stifel Financial
Missouri
$607K +$21.4K +1,131 +4%
GEA
30
Glen Eagle Advisors
New Jersey
$596K -$2.88K -152 -0.5%
Mackenzie Financial
31
Mackenzie Financial
Ontario, Canada
$574K -$343K -18,147 -37%
JIP
32
Jaffetilchin Investment Partners
Florida
$481K -$5.7K -301 -1%
Axa
33
Axa
France
$434K -$141K -7,450 -25%
BCM
34
Brookstone Capital Management
Illinois
$408K +$7.95K +391 +2%
LNWWM
35
Laird Norton Wetherby Wealth Management
California
$340K +$170K +9,000 +100%
AWM
36
Apollon Wealth Management
South Carolina
$293K +$142K +7,500 +94%
AWM
37
AE Wealth Management
Kansas
$287K -$49.9K -2,635 -15%
DTL
38
Dynamic Technology Lab
Singapore
$271K +$82.9K +4,384 +44%
CSS
39
Cubist Systematic Strategies
Connecticut
$267K +$267K +14,120 New
TWM
40
Tradition Wealth Management
Minnesota
$263K +$29.8K +1,575 +13%
Geode Capital Management
41
Geode Capital Management
Massachusetts
$262K
CMS
42
Capital Market Strategies
Florida
$231K
Wolverine Trading
43
Wolverine Trading
Illinois
$221K +$54.6K +2,908 +33%
GC
44
Guggenheim Capital
Illinois
$211K +$48.8K +2,579 +30%
QT
45
Quantbot Technologies
New York
$197K +$197K +10,419 New
JF
46
Jump Financial
Illinois
$195K +$195K +10,300 New
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$171K +$97.8K +5,165 +134%
MIM
48
MetLife Investment Management
New Jersey
$140K +$5.02K +265 +4%
TRCT
49
Tower Research Capital (TRC)
New York
$84K +$62.9K +3,328 +298%
Wells Fargo
50
Wells Fargo
California
$73K -$9.09K -480 -11%