NewtekOne
NEWT
76 hedge funds and large institutions have $67.4M invested in NewtekOne in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 16 closing their positions.
44% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 16
10% more funds holding
Funds holding: 69 → 76 (+7)
4.17% more ownership
Funds ownership: 17.27% → 21.44% (+4.2%)
7% more call options, than puts
Call options by funds: $2.16M | Put options by funds: $2.02M
2% less capital invested
Capital invested by funds: $68.5M → $67.4M (-$1.18M)
14% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$21.4M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$3.74M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$2.2M |
| 4 |
KAM
Knightsbridge Asset Management
Newport Beach,
California
|
+$1.18M |
| 5 |
HF
HRT Financial
New York
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$6.47M |
| 2 |
VanEck Associates
New York
|
-$5.37M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$1.35M |
| 4 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$877K |
| 5 |
BPC
Banque Pictet & Cie
Geneva 73,
Switzerland
|
-$668K |
NEWT Hedge Fund Activity: Q1 2023 in Review
76 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in NewtekOne (NEWT) for Q1 2023, worth a combined $67.4M — down 1.7% from $68.5M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new NEWT positions and 16 closed out — a net gain of 7 holders — while 18 added to existing stakes and 21 trimmed.
The largest buyer was Royce & Associates, adding an estimated $21.4M. The largest seller was Invesco, cutting an estimated $6.47M.
- 76 institutional investors held NewtekOne (NEWT) as of Q1 2023, up from 69 in Q4 2022.
- Funds reported $67.4M of NewtekOne stock for Q1 2023, down 1.7% quarter-over-quarter.
- 23 funds opened new NewtekOne positions in Q1 2023 and 16 closed out, a net change of +7 holders.
- The largest NewtekOne buyer in Q1 2023 was Royce & Associates, an estimated $21.4M added.
- The largest NewtekOne seller in Q1 2023 was Invesco, an estimated $6.47M sold.
Based on aggregated 13F filings for Q1 2023.