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NewtekOne
NEWT

Overview Fund Activity

119 hedge funds and large institutions have $121M invested in NewtekOne in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+16
Holders Change %
+15.53%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
52
Reduced
26
Closed
11
Calls
$538K
Puts
$232K
Net Calls
+$306K
Net Calls Change
+$208K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$1.99M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.45M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.35M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.29M
5
American Century Companies
American Century Companies
Missouri
+$773K

Top Sellers

1
RA
Royce & Associates
New York
-$3.88M
2
ECM
ExodusPoint Capital Management
New York
-$1.22M
3
KAM
Knightsbridge Asset Management
California
-$519K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$489K
5
TI
Trexquant Investment
Connecticut
-$487K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$907K +$216K +16,913 +31%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$871K +$324K +25,399 +59%
RI
28
Ridgewood Investments
New Jersey
$670K – – –
Man Group
29
Man Group
United Kingdom
$649K +$74.6K +5,843 +13%
CSS
30
Cubist Systematic Strategies
Connecticut
$632K +$485K +37,968 +329%
AWA
31
Arkadios Wealth Advisors
Georgia
$553K +$8.66K +678 +2%
Invesco
32
Invesco
Georgia
$543K +$8.57K +671 +2%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$541K +$2.54K +199 +0.5%
AQR Capital Management
34
AQR Capital Management
Connecticut
$529K +$529K +41,404 New
Barclays
35
Barclays
United Kingdom
$492K +$107K +8,397 +28%
AC
36
Avenir Corporation
Virginia
$483K – – –
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$450K +$3.75K +294 +0.8%
1IA
38
1620 Investment Advisors
Massachusetts
$432K +$432K +33,846 New
Citadel Advisors
39
Citadel Advisors
Florida
$401K +$228K +17,842 +131%
AA
40
ALPS Advisors
Colorado
$400K -$6.39K -500 -2%
UBS Group
41
UBS Group
Switzerland
$388K +$120K +9,421 +45%
Jane Street
42
Jane Street
New York
$375K +$76.4K +5,986 +26%
FFA
43
Founders Financial Alliance
North Carolina
$373K -$210K -16,417 -36%
CC
44
Corton Capital
Ontario, Canada
$346K +$346K +27,057 New
JTWM
45
Jackson Thornton Wealth Management
Alabama
$339K +$339K +26,574 New
AllianceBernstein
46
AllianceBernstein
Tennessee
$339K -$19.2K -1,500 -5%
BIA
47
Beacon Investment Advisors
Maryland
$323K +$9.57K +749 +3%
LPL Financial
48
LPL Financial
California
$309K -$8.11K -635 -3%
CCIA
49
Campbell & Co Investment Adviser
Maryland
$307K +$4.28K +335 +1%
MIM
50
MetLife Investment Management
New Jersey
$294K – – –
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