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NewtekOne

75 hedge funds and large institutions have $94.9M invested in NewtekOne in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-8
Holders Change %
-9.64%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
28
Reduced
17
Closed
21
Calls
$7.27M
Puts
$8.16M
Net Calls
-$890K
Net Calls Change
-$2.42M
Name Holding Trade Value Shares
Change
Shares
Change %
SFI
51
Susquehanna Fundamental Investments
Pennsylvania
$204K +$204K +7,366 New
CMBA
52
C.M. Bidwell & Associates
Hawaii
$194K -$33.3K -1,200 -15%
Wells Fargo
53
Wells Fargo
California
$154K
TJHA
54
Thomas J. Herzfeld Advisors
Florida
$111K +$111K +4,000 New
WWM
55
Wagner Wealth Management
South Carolina
$85K +$85K +2,833 New
MIM
56
MetLife Investment Management
New Jersey
$83.2K
US Bancorp
57
US Bancorp
Minnesota
$55K
Bank of America
58
Bank of America
North Carolina
$48K -$168K -6,081 -78%
HI
59
Harbour Investments
Wisconsin
$47K +$140 +5 +0.3%
APA
60
American Portfolios Advisors
New York
$41.4K
MAM
61
Meeder Asset Management
Ohio
$31K +$56 +2 +0.2%
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$18K
NFG
63
Next Financial Group
Texas
$16K
KIG
64
Kessler Investment Group
Indiana
$9K +$9K +340 New
SIC
65
Salem Investment Counselors
North Carolina
$8K +$8K +300 New
S
66
SignatureFD
Georgia
$7K
BlackRock
67
BlackRock
New York
$7K
AA
68
AlphaMark Advisors
Kentucky
$6K
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$5K +$2.99K +100 +149%
RIM
70
Rockbridge Investment Management
New York
$3K -$12.6K -432 -81%
SCA
71
Stonebridge Capital Advisors
Minnesota
$3K -$3K -113 -50%
GAM
72
Gemmer Asset Management
California
$3K +$3K +125 New
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$2K
Nisa Investment Advisors
74
Nisa Investment Advisors
Missouri
$42
HF
75
HRT Financial
New York
-$1.84M -52,559 Closed