NewtekOne
NEWT
103 hedge funds and large institutions have $113M invested in NewtekOne in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 31 reducing their positions, and 16 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 31
19% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 16
14% more call options, than puts
Call options by funds: $781K | Put options by funds: $683K
3% more funds holding
Funds holding: 100 → 103 (+3)
4.39% less ownership
Funds ownership: 39.48% → 35.08% (-4.4%)
8% less capital invested
Capital invested by funds: $123M → $113M (-$10M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.74M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.94M |
| 3 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$1.1M |
| 4 |
ECM
ExodusPoint Capital Management
New York
|
+$884K |
| 5 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$822K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$6.96M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$3.14M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$2.41M |
| 4 |
JAM
Jacobs Asset Management
New York
|
-$2.21M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$2.06M |
NEWT Hedge Fund Activity: Q3 2024 in Review
103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NewtekOne (NEWT) for Q3 2024, worth a combined $113M — down 8.1% from $123M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new NEWT positions and 16 closed out — a net gain of 3 holders — while 41 added to existing stakes and 31 trimmed.
The largest buyer was BlackRock, adding an estimated $2.74M. The largest seller was Royce & Associates, cutting an estimated $6.96M.
- 103 institutional investors held NewtekOne (NEWT) as of Q3 2024, up from 100 in Q2 2024.
- Funds reported $113M of NewtekOne stock for Q3 2024, down 8.1% quarter-over-quarter.
- 19 funds opened new NewtekOne positions in Q3 2024 and 16 closed out, a net change of +3 holders.
- The largest NewtekOne buyer in Q3 2024 was BlackRock, an estimated $2.74M added.
- The largest NewtekOne seller in Q3 2024 was Royce & Associates, an estimated $6.96M sold.
Based on aggregated 13F filings for Q3 2024.