NEWT icon

NewtekOne
NEWT

Overview Fund Activity

89 hedge funds and large institutions have $103M invested in NewtekOne in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
–
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
33
Reduced
29
Closed
15
Calls
$1.13M
Puts
$1.29M
Net Calls
-$157K
Net Calls Change
-$215K

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$2.41M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$991K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$756K
4
Goldman Sachs
4
Goldman Sachs
New York
$1.66M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.06M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$0
2
RA
2
Royce & Associates
New York
$21.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$980K
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$516K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
51
Tradition Wealth Management
Minnesota
$175K +$2.29K +208 +1%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$158K +$87.6K +7,961 +125%
KC
53
Kinloch Capital
Virginia
$148K +$148K +13,489 New
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$148K -$64.6K -5,870 -30%
Kovitz Investment Group Partners
55
Kovitz Investment Group Partners
Illinois
$146K +$2.02K +184 +1%
Osaic Holdings
56
Osaic Holdings
Arizona
$136K -$17.5K -1,595 -11%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$134K +$134K +12,150 New
AIG
58
American International Group
New York
$126K -$1.08K -98 -0.8%
Connor, Clark & Lunn Investment Management (CC&L)
59
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$123K +$123K +11,201 New
Deutsche Bank
60
Deutsche Bank
Germany
$119K +$10.1K +916 +9%
Verition Fund Management
61
Verition Fund Management
Connecticut
$118K +$118K +10,700 New
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$114K +$7.23K +657 +7%
SIA
63
SeaBridge Investment Advisors
New Jersey
$110K – – –
NC
64
nVerses Capital
Florida
$107K +$107K +9,700 New
ACM
65
Aquatic Capital Management
Illinois
$96.8K +$96.8K +8,800 New
Wells Fargo
66
Wells Fargo
California
$90.6K +$11.6K +1,056 +15%
HCA
67
Harbor Capital Advisors
Illinois
$82K +$82K +7,481 New
QT
68
Quantbot Technologies
New York
$66.8K +$66.8K +6,077 New
Citigroup
69
Citigroup
New York
$48.1K +$11.7K +1,064 +32%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$25.8K -$16.4K -1,493 -39%
FFA
71
Farther Finance Advisors
California
$22.4K +$69 +6 +0.3%
Legal & General Group
72
Legal & General Group
United Kingdom
$22K – – –
AIP
73
Ameritas Investment Partners
Nebraska
$21.2K – – –
MLICM
74
Metropolitan Life Insurance Company (MetLife)
New York
$18.5K – – –
Nisa Investment Advisors
75
Nisa Investment Advisors
Missouri
$16.8K – – –
1 2
3
4 5