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NewtekOne
NEWT

Overview Fund Activity

89 hedge funds and large institutions have $103M invested in NewtekOne in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
–
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
33
Reduced
29
Closed
15
Calls
$1.13M
Puts
$1.29M
Net Calls
-$157K
Net Calls Change
-$215K

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$2.41M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$991K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$756K
4
Goldman Sachs
4
Goldman Sachs
New York
$1.66M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.06M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$0
2
RA
2
Royce & Associates
New York
$21.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$980K
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$516K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
26
Russell Investments Group
United Kingdom
$516K -$869K -79,044 -63%
KAM
27
Knightsbridge Asset Management
California
$512K – – –
FFA
28
Founders Financial Alliance
North Carolina
$501K +$22.3K +2,024 +5%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$471K – – –
A
30
AlphaQuest
New York
$446K +$446K +40,554 New
DADC
31
D.A. Davidson & Co
Montana
$395K -$289K -26,277 -42%
GCP
32
GSA Capital Partners
United Kingdom
$365K +$365K +33,211 New
UBS Group
33
UBS Group
Switzerland
$358K -$134K -12,156 -27%
Bank of America
34
Bank of America
North Carolina
$339K -$343K -31,149 -50%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$331K +$10.7K +974 +3%
LPL Financial
36
LPL Financial
California
$311K -$24.4K -2,220 -7%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$268K -$45K -4,091 -14%
AAM
38
Advisors Asset Management
Colorado
$266K -$6.03K -548 -2%
Millennium Management
39
Millennium Management
New York
$252K +$126K +11,481 +100%
GEA
40
Glen Eagle Advisors
New Jersey
$242K -$50.8K -4,622 -17%
MIM
41
MetLife Investment Management
New Jersey
$235K +$44 +4 +0%
BIA
42
Beacon Investment Advisors
Maryland
$231K +$66.4K +6,037 +40%
JF
43
Jump Financial
Illinois
$231K +$108K +9,796 +87%
CC
44
Corton Capital
Ontario, Canada
$229K +$72.3K +6,576 +46%
ECM
45
ExodusPoint Capital Management
New York
$215K +$215K +19,561 New
RJFSA
46
Raymond James Financial Services Advisors
Florida
$214K +$2.11K +192 +1%
Ameriprise
47
Ameriprise
Minnesota
$193K +$25K +2,271 +15%
AllianceBernstein
48
AllianceBernstein
Tennessee
$189K +$11.1K +1,010 +6%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$179K +$84.9K +7,699 +90%
Barclays
50
Barclays
United Kingdom
$177K -$196K -17,848 -53%
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