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NewtekOne
NEWT

Overview Fund Activity

69 hedge funds and large institutions have $68.5M invested in NewtekOne in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-5
Holders Change %
-6.76%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
23
Reduced
21
Closed
15
Calls
$1.4M
Puts
$597K
Net Calls
+$802K
Net Calls Change
+$381K

Top Buyers

1
RA
Royce & Associates
New York
+$9.33M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.51M
3
AWS
Atria Wealth Solutions
New York
+$368K
4
VF
Virtu Financial
New York
+$248K
5
QT
Quantbot Technologies
New York
+$169K

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$3M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.65M
3
CRC
Curi RMB Capital
Illinois
-$2.04M
4
Millennium Management
Millennium Management
New York
-$876K
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$697K
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
26
Glen Eagle Advisors
New Jersey
$513K -$11.1K -682 -2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$465K -$219K -13,513 -32%
AWS
28
Atria Wealth Solutions
New York
$368K +$368K +22,620 New
Mackenzie Financial
29
Mackenzie Financial
Ontario, Canada
$359K -$5.67K -349 -2%
BCM
30
Brookstone Capital Management
Illinois
$315K – – –
JIP
31
Jaffetilchin Investment Partners
Florida
$265K -$25K -1,540 -9%
AWM
32
Apollon Wealth Management
South Carolina
$252K – – –
VF
33
Virtu Financial
New York
$248K +$248K +15,248 New
TWM
34
Tradition Wealth Management
Minnesota
$241K +$8.48K +522 +4%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$225K – – –
AA
36
Ancora Advisors
Ohio
$220K +$141K +8,707 +179%
KC
37
Kinloch Capital
Virginia
$203K +$7.78K +478 +4%
Ameriprise
38
Ameriprise
Minnesota
$198K +$33.3K +2,055 +20%
BIA
39
Beacon Investment Advisors
Maryland
$193K +$193K +11,872 New
CMS
40
Capital Market Strategies
Florida
$184K -$13.8K -850 -7%
AWM
41
AE Wealth Management
Kansas
$180K +$11.3K +693 +7%
GC
42
Guggenheim Capital
Illinois
$174K -$2.96K -182 -2%
QT
43
Quantbot Technologies
New York
$169K +$169K +10,385 New
SL
44
Summitry LLC
California
$163K – – –
N
45
Natixis
France
$150K -$45.5K -2,798 -23%
MIM
46
MetLife Investment Management
New Jersey
$130K +$5.23K +322 +4%
Bank of America
47
Bank of America
North Carolina
$88.3K +$41.7K +2,567 +90%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$63K – – –
MCC
49
Money Concepts Capital
Florida
$62.3K +$62.3K +3,832 New
Wells Fargo
50
Wells Fargo
California
$46.1K -$8.4K -517 -15%
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