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NewtekOne
NEWT

Overview Fund Activity

75 hedge funds and large institutions have $66.8M invested in NewtekOne in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
18
Reduced
21
Closed
16
Calls
$2.16M
Puts
$2.02M
Net Calls
+$137K
Net Calls Change
-$665K

Top Buyers

1
RA
1
Royce & Associates
New York
$29.7M
2
PI
2
Putnam Investments
Massachusetts
$2.9M
3
ACA
3
Aptus Capital Advisors
Alabama
$1.7M
4
KAM
4
Knightsbridge Asset Management
California
$919K
5
HF
5
HRT Financial
New York
$881K

Top Sellers

1
VanEck Associates
1
VanEck Associates
New York
$0
2
Invesco
2
Invesco
Georgia
$3.74M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
EMFAT
4
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0
5
BPC
5
Banque Pictet & Cie
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$49K – – –
FIA
52
FNY Investment Advisers
New York
$43K +$43K +3,416 New
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$36K +$3.87K +301 +12%
IA
54
IFP Advisors
Florida
$31.3K -$12.1K -600 -28%
ASN
55
Advisory Services Network
Georgia
$29.9K – – –
BWA
56
BDO Wealth Advisors
Florida
$28.2K – – –
Wells Fargo
57
Wells Fargo
California
$23.4K -$12.9K -1,008 -36%
FFA
58
Farther Finance Advisors
California
$22.1K +$12.8K +1,000 +138%
N
59
Natixis
France
$21.3K -$97K -7,576 -82%
TRCT
60
Tower Research Capital (TRC)
New York
$20K +$20K +1,592 New
Nisa Investment Advisors
61
Nisa Investment Advisors
Missouri
$19K – – –
NA
62
NewEdge Advisors
Louisiana
$15.5K +$640 +50 +4%
NMG
63
New Millennium Group
Utah
$13.7K – – –
AIP
64
Ahrens Investment Partners
Louisiana
$13.4K +$13.4K +1,050 New
BAM
65
Belpointe Asset Management
Nevada
$12.8K – – –
PA
66
PSI Advisors
Florida
$7.04K – – –
AAS
67
Ameritas Advisory Services
Nebraska
$5.9K +$5.9K +505 New
BFEC
68
Benjamin F. Edwards & Company
Missouri
$5K +$210 +16 +4%
TF
69
Tompkins Financial
New York
$3.84K – – –
AA
70
AlphaMark Advisors
Kentucky
$3K – – –
FRA
71
Front Row Advisors
California
$1K +$1K +80 New
ACM
72
Aquatic Capital Management
Illinois
$1K +$1K +100 New
SIS
73
Sound Income Strategies
Florida
$410 – – –
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$205 -$161 -12,601 -44%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$13 – – –
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3
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