NewtekOne
NEWT
82 hedge funds and large institutions have $144M invested in NewtekOne in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 22 closing their positions.
113% more capital invested
Capital invested by funds: $67.4M → $144M (+$76.2M)
32% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 22
15.26% more ownership
Funds ownership: 21.44% → 36.7% (+15%)
8% more funds holding
Funds holding: 76 → 82 (+6)
0% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 24
24% less call options, than puts
Call options by funds: $1.76M | Put options by funds: $2.31M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$21.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$18.1M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$6.2M |
| 4 |
State Street
Boston,
Massachusetts
|
+$4.96M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$2.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.61M |
| 2 |
RA
Royce & Associates
New York
|
-$3.74M |
| 3 |
Two Sigma Advisers
New York
|
-$918K |
| 4 |
HF
HRT Financial
New York
|
-$881K |
| 5 |
Millennium Management
New York
|
-$869K |
NEWT Hedge Fund Activity: Q2 2023 in Review
82 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NewtekOne (NEWT) for Q2 2023, worth a combined $144M — up 113% from $67.4M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new NEWT positions and 22 closed out — a net gain of 7 holders — while 24 added to existing stakes and 24 trimmed.
The largest buyer was BlackRock, opening a new position worth an estimated $21.5M. The largest seller was Susquehanna International Group, cutting an estimated $4.61M.
- 82 institutional investors held NewtekOne (NEWT) as of Q2 2023, up from 76 in Q1 2023.
- Funds reported $144M of NewtekOne stock for Q2 2023, up 113% quarter-over-quarter.
- 29 funds opened new NewtekOne positions in Q2 2023 and 22 closed out, a net change of +7 holders.
- The largest NewtekOne buyer in Q2 2023 was BlackRock, an estimated $21.5M added.
- The largest NewtekOne seller in Q2 2023 was Susquehanna International Group, an estimated $4.61M sold.
Based on aggregated 13F filings for Q2 2023.