NEWT icon

NewtekOne

86 hedge funds and large institutions have $105M invested in NewtekOne in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+12
Holders Change %
+16.22%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
19
Reduced
24
Closed
7
Calls
$5.34M
Puts
$1.54M
Net Calls
+$3.8M
Net Calls Change
+$3.65M
Name Holding Trade Value Shares
Change
Shares
Change %
GC
51
Guggenheim Capital
Illinois
$229K +$229K +8,571 New
AWM
52
Apollon Wealth Management
South Carolina
$214K
MIM
53
MetLife Investment Management
New Jersey
$190K +$110K +4,109 +137%
TJHA
54
Thomas J. Herzfeld Advisors
Florida
$145K -$50K -1,867 -26%
Wells Fargo
55
Wells Fargo
California
$116K -$32.4K -1,210 -22%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$103K -$60.2K -2,260 -37%
Bank of America
57
Bank of America
North Carolina
$103K +$59.1K +2,226 +135%
MCC
58
Money Concepts Capital
Florida
$88K +$88K +3,302 New
FAG
59
Fortitude Advisory Group
Washington
$85K
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$58K +$53.4K +1,995 +1,167%
US Bancorp
61
US Bancorp
Minnesota
$53K
Nisa Investment Advisors
62
Nisa Investment Advisors
Missouri
$40K
APA
63
American Portfolios Advisors
New York
$39.9K
MAM
64
Meeder Asset Management
Ohio
$30K
AIP
65
Ahrens Investment Partners
Louisiana
$29K -$13.2K -500 -31%
TRCT
66
Tower Research Capital (TRC)
New York
$29K +$29K +1,117 New
IA
67
IFP Advisors
Florida
$28K +$28K +1,350 New
ED
68
Exane Derivatives
France
$23.2K +$23.2K +870 New
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$17K
PA
70
PSI Advisors
Florida
$15K +$8.18K +300 +120%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$9K
ZIG
72
Zullo Investment Group
Pennsylvania
$8K
TF
73
Tompkins Financial
New York
$8K +$8K +300 New
SSG
74
Summit Securities Group
New York
$8K +$8K +300 New
BlackRock
75
BlackRock
New York
$6K