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NewtekOne

74 hedge funds and large institutions have $63M invested in NewtekOne in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-6
Holders Change %
-7.5%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
19
Reduced
25
Closed
16
Calls
$1.5M
Puts
$1.08M
Net Calls
+$421K
Net Calls Change
-$479K
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$63K -$84.2K -5,165 -57%
TRCT
52
Tower Research Capital (TRC)
New York
$58K -$14.8K -904 -20%
Wells Fargo
53
Wells Fargo
California
$55K -$8.18K -499 -13%
IA
54
IFP Advisors
Florida
$50K +$22.4K +1,100 +81%
Group One Trading
55
Group One Trading
Illinois
$47K -$4.9K -300 -9%
Bank of America
56
Bank of America
North Carolina
$47K +$377 +23 +0.8%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$39K +$1.52K +94 +4%
BWA
58
BDO Wealth Advisors
Florida
$36K +$16.4K +1,000 +83%
US Bancorp
59
US Bancorp
Minnesota
$33K
APA
60
American Portfolios Advisors
New York
$24.4K
Nisa Investment Advisors
61
Nisa Investment Advisors
Missouri
$24K
NMG
62
New Millennium Group
Utah
$17K +$660 +40 +4%
PA
63
PSI Advisors
Florida
$9K
BFEC
64
Benjamin F. Edwards & Company
Missouri
$6K +$240 +14 +4%
ZIG
65
Zullo Investment Group
Pennsylvania
$5K
TF
66
Tompkins Financial
New York
$5K
AA
67
AlphaMark Advisors
Kentucky
$3K
BlackRock
68
BlackRock
New York
$2K
HI
69
Harbour Investments
Wisconsin
$2K
S
70
SignatureFD
Georgia
$2K
BSSFA
71
Baron Silver Stevens Financial Advisors
Florida
$1.36K +$1.36K +200 New
SIS
72
Sound Income Strategies
Florida
$1K
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$1K
Northern Trust
74
Northern Trust
Illinois
-$1.49M -78,933 Closed
Two Sigma Investments
75
Two Sigma Investments
New York
-$1.06M -56,121 Closed