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NewtekOne
NEWT

Overview Fund Activity

119 hedge funds and large institutions have $121M invested in NewtekOne in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+16
Holders Change %
+15.53%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
52
Reduced
26
Closed
11
Calls
$538K
Puts
$232K
Net Calls
+$306K
Net Calls Change
+$208K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$1.99M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.45M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.35M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.29M
5
American Century Companies
American Century Companies
Missouri
+$773K

Top Sellers

1
RA
Royce & Associates
New York
-$3.88M
2
ECM
ExodusPoint Capital Management
New York
-$1.22M
3
KAM
Knightsbridge Asset Management
California
-$519K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$489K
5
TI
Trexquant Investment
Connecticut
-$487K
Name Holding Trade Value Shares
Change 		Shares
Change %
LSV Asset Management
51
LSV Asset Management
Illinois
$294K +$294K +23,000 New
GCM
52
Graham Capital Management
Connecticut
$282K +$83.3K +6,524 +42%
Wells Fargo
53
Wells Fargo
California
$275K +$69.5K +5,444 +34%
Deutsche Bank
54
Deutsche Bank
Germany
$263K -$4.96K -388 -2%
AG
55
Algert Global
California
$259K -$34.5K -2,700 -12%
B
56
Bailard
California
$257K +$257K +20,100 New
CCM
57
Connective Capital Management
California
$250K +$250K +19,557 New
Citigroup
58
Citigroup
New York
$247K +$29.9K +2,344 +14%
CIC
59
Cornercap Investment Counsel
Georgia
$241K – – –
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$226K -$1.7K -133 -0.7%
SCM
61
Semanteon Capital Management
Massachusetts
$210K +$210K +16,442 New
GCP
62
GSA Capital Partners
United Kingdom
$196K +$196K +15,373 New
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$194K +$42.4K +3,319 +28%
Ameriprise
64
Ameriprise
Minnesota
$194K +$1.75K +134 +0.9%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$181K +$33.8K +2,633 +23%
Mirae Asset Global ETFs Holdings
66
Mirae Asset Global ETFs Holdings
Hong Kong
$176K +$13.8K +1,081 +8%
A
67
AlphaQuest
New York
$172K -$257K -20,153 -60%
TWM
68
Tradition Wealth Management
Minnesota
$160K +$2.2K +172 +1%
Creative Planning
69
Creative Planning
Kansas
$158K +$158K +12,340 New
CF
70
Corebridge Financial
Texas
$155K -$3.51K -275 -2%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$151K -$167K -13,039 -52%
SG Americas Securities
72
SG Americas Securities
New York
$144K +$40.4K +3,166 +39%
DTL
73
Dynamic Technology Lab
Singapore
$142K -$59.3K -4,649 -29%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$142K -$35.5K -2,778 -20%
JF
75
Jump Financial
Illinois
$133K -$138K -10,820 -51%
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