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NewtekOne

100 hedge funds and large institutions have $123M invested in NewtekOne in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+11
Holders Change %
+12.36%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
39
Reduced
29
Closed
11
Calls
$1.06M
Puts
$911K
Net Calls
+$152K
Net Calls Change
+$309K
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
26
Raymond James & Associates
Florida
$664K +$5.23K +416 +0.8%
RI
27
Ridgewood Investments
New Jersey
$660K
TI
28
Trexquant Investment
Connecticut
$608K +$608K +48,348 New
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$599K +$599K +47,647 New
FFA
30
Founders Financial Alliance
North Carolina
$568K -$5.02K -399 -0.9%
AWA
31
Arkadios Wealth Advisors
Georgia
$561K -$32.9K -2,617 -6%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$538K
KAM
33
Knightsbridge Asset Management
California
$532K +$65.9K +5,244 +14%
Invesco
34
Invesco
Georgia
$530K -$92.2K -7,331 -15%
Jane Street
35
Jane Street
New York
$522K +$522K +41,515 New
CIC
36
Cornercap Investment Counsel
Georgia
$506K +$506K +40,236 New
Bank of America
37
Bank of America
North Carolina
$485K +$97.9K +7,789 +25%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$423K +$45.5K +3,617 +12%
AQR Capital Management
39
AQR Capital Management
Connecticut
$403K +$403K +32,043 New
ECM
40
ExodusPoint Capital Management
New York
$356K +$110K +8,746 +45%
Connor, Clark & Lunn Investment Management (CC&L)
41
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$332K +$192K +15,235 +136%
AllianceBernstein
42
AllianceBernstein
Tennessee
$332K +$116K +9,200 +54%
LPL Financial
43
LPL Financial
California
$318K -$37K -2,941 -10%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$313K +$7.19K +572 +2%
MIM
45
MetLife Investment Management
New Jersey
$290K +$21.1K +1,681 +8%
BIA
46
Beacon Investment Advisors
Maryland
$286K +$21.9K +1,746 +8%
UBS Group
47
UBS Group
Switzerland
$270K -$139K -11,069 -34%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$262K +$262K +20,805 New
GEA
49
Glen Eagle Advisors
New Jersey
$231K -$45.5K -3,623 -16%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$223K +$19.3K +1,539 +9%