NEWT icon

NewtekOne

69 hedge funds and large institutions have $68.5M invested in NewtekOne in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-5
Holders Change %
-6.76%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
23
Reduced
21
Closed
15
Calls
$1.4M
Puts
$597K
Net Calls
+$802K
Net Calls Change
+$381K
Name Holding Trade Value Shares
Change
Shares
Change %
IA
51
IFP Advisors
Florida
$44K -$6.14K -300 -12%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$41K +$1.34K +82 +3%
ASN
53
Advisory Services Network
Georgia
$38K +$38K +2,338 New
BWA
54
BDO Wealth Advisors
Florida
$35.8K
Nisa Investment Advisors
55
Nisa Investment Advisors
Missouri
$24K
NMG
56
New Millennium Group
Utah
$17.5K +$699 +43 +4%
BAM
57
Belpointe Asset Management
Nevada
$16.3K +$16.3K +1,000 New
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$14K +$12.7K +804 +1,018%
FFA
59
Farther Finance Advisors
California
$11.8K +$11.8K +725 New
PA
60
PSI Advisors
Florida
$8.94K
BFEC
61
Benjamin F. Edwards & Company
Missouri
$6K +$247 +15 +4%
Group One Trading
62
Group One Trading
Illinois
$5.15K -$41.6K -2,559 -89%
TF
63
Tompkins Financial
New York
$5K
ZIG
64
Zullo Investment Group
Pennsylvania
$4.62K
AA
65
AlphaMark Advisors
Kentucky
$3K
SIS
66
Sound Income Strategies
Florida
$520
NA
67
NewEdge Advisors
Louisiana
$19 +$19 +1,160 New
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$16 -$81.3K -5,083 -100%
Citadel Advisors
69
Citadel Advisors
Florida
-$2.65M -162,200 Closed
CRC
70
Curi RMB Capital
Illinois
-$2.04M -125,000 Closed
Millennium Management
71
Millennium Management
New York
-$876K -53,650 Closed
GCP
72
GSA Capital Partners
United Kingdom
-$509K -31,219 Closed
Jane Street
73
Jane Street
New York
-$509K -31,208 Closed
Axa
74
Axa
France
-$365K -22,350 Closed
Wolverine Trading
75
Wolverine Trading
Illinois
-$357K -22,287 Closed