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NewtekOne
NEWT

Overview Fund Activity

83 hedge funds and large institutions have $132M invested in NewtekOne in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
28
Reduced
28
Closed
10
Calls
$1.04M
Puts
$1.18M
Net Calls
-$149K
Net Calls Change
+$400K

Top Buyers

1
Russell Investments Group
Russell Investments Group
United Kingdom
+$2.24M
2
American Century Companies
American Century Companies
Missouri
+$1.45M
3
First Trust Advisors
First Trust Advisors
Illinois
+$1.05M
4
State Street
State Street
Massachusetts
+$314K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$272K

Top Sellers

1
Invesco
Invesco
Georgia
-$2.22M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$1.13M
3
IAIM
International Assets Investment Management
Florida
-$667K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$599K
5
BFM
Boothbay Fund Management
New York
-$577K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$789K +$87.8K +5,953 +13%
AWA
27
Arkadios Wealth Advisors
Georgia
$728K -$46.3K -3,141 -6%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$671K -$9.01K -611 -1%
RI
29
Ridgewood Investments
New Jersey
$661K +$10.3K +700 +2%
FFA
30
Founders Financial Alliance
North Carolina
$631K +$4.76K +323 +0.8%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$624K – – –
KAM
32
Knightsbridge Asset Management
California
$530K -$10K -681 -2%
LPL Financial
33
LPL Financial
California
$503K -$29.6K -2,004 -6%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$427K +$27.3K +1,852 +7%
GEA
35
Glen Eagle Advisors
New Jersey
$408K -$37.2K -2,520 -8%
Osaic Holdings
36
Osaic Holdings
Arizona
$354K -$56.1K -3,802 -14%
MIM
37
MetLife Investment Management
New Jersey
$313K +$1.33K +90 +0.4%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$290K -$33.3K -2,255 -10%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$272K +$272K +18,465 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$250K -$3.57K -242 -1%
TWM
41
Tradition Wealth Management
Minnesota
$232K +$2.09K +142 +0.9%
Citadel Advisors
42
Citadel Advisors
Florida
$228K +$218K +14,800 +2,151%
Ameriprise
43
Ameriprise
Minnesota
$226K +$929 +63 +0.4%
BIA
44
Beacon Investment Advisors
Maryland
$216K +$6.86K +465 +3%
Marshall Wace
45
Marshall Wace
United Kingdom
$204K -$82.6K -5,599 -29%
AllianceBernstein
46
AllianceBernstein
Tennessee
$201K +$201K +13,640 New
KC
47
Kinloch Capital
Virginia
$196K +$196K +13,310 New
Kovitz Investment Group Partners
48
Kovitz Investment Group Partners
Illinois
$190K +$1.86K +126 +1%
Mirae Asset Global Investments
49
Mirae Asset Global Investments
South Korea
$172K – – –
AIG
50
American International Group
New York
$172K +$6.09K +413 +4%
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