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NewtekOne

89 hedge funds and large institutions have $131M invested in NewtekOne in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
36
Reduced
28
Closed
9
Calls
$513K
Puts
$455K
Net Calls
+$58K
Net Calls Change
+$207K
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
26
Jane Street
New York
$649K +$649K +47,004 New
AWA
27
Arkadios Wealth Advisors
Georgia
$634K -$47.6K -3,450 -7%
RI
28
Ridgewood Investments
New Jersey
$628K +$9.66K +700 +2%
UBS Group
29
UBS Group
Switzerland
$617K -$150K -10,902 -20%
FFA
30
Founders Financial Alliance
North Carolina
$601K +$9.85K +714 +2%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$591K
AC
32
Avenir Corporation
Virginia
$563K -$331K -24,000 -37%
KAM
33
Knightsbridge Asset Management
California
$512K +$15.6K +1,134 +3%
Barclays
34
Barclays
United Kingdom
$469K +$413K +29,880 +738%
LPL Financial
35
LPL Financial
California
$420K -$50.3K -3,647 -11%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$401K +$2.13K +154 +0.5%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$392K -$235K -17,082 -38%
GEA
38
Glen Eagle Advisors
New Jersey
$368K -$13.8K -1,002 -4%
AAM
39
Advisors Asset Management
Colorado
$341K -$642K -46,554 -65%
OQS
40
Occudo Quantitative Strategies
Florida
$322K +$322K +23,350 New
MIM
41
MetLife Investment Management
New Jersey
$295K +$1.62K +117 +0.6%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$266K -$5.52K -400 -2%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$265K +$10.5K +762 +4%
Invesco
44
Invesco
Georgia
$246K -$2.83M -205,285 -92%
AllianceBernstein
45
AllianceBernstein
Tennessee
$223K +$35.1K +2,540 +19%
TWM
46
Tradition Wealth Management
Minnesota
$217K -$69 -5 -0%
Ameriprise
47
Ameriprise
Minnesota
$211K -$469 -34 -0.2%
BIA
48
Beacon Investment Advisors
Maryland
$207K +$5.41K +392 +3%
Marshall Wace
49
Marshall Wace
United Kingdom
$204K +$13.7K +993 +7%
TSS
50
Two Sigma Securities
New York
$199K +$199K +14,442 New