NewtekOne
NEWT
84 hedge funds and large institutions have $132M invested in NewtekOne in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 10 closing their positions.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
2% more funds holding
Funds holding: 82 → 84 (+2)
0.37% less ownership
Funds ownership: 36.7% → 36.33% (-0.37%)
3% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 29
8% less capital invested
Capital invested by funds: $144M → $132M (-$11.4M)
13% less call options, than puts
Call options by funds: $1.03M | Put options by funds: $1.18M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$2.6M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$1.68M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.22M |
| 4 |
State Street
Boston,
Massachusetts
|
+$364K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$316K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$2.58M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.31M |
| 3 |
IFG
Independent Financial Group
San Diego,
California
|
-$857K |
| 4 |
BFM
Boothbay Fund Management
New York
|
-$670K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$667K |
NEWT Hedge Fund Activity: Q3 2023 in Review
84 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in NewtekOne (NEWT) for Q3 2023, worth a combined $132M — down 8% from $144M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new NEWT positions and 10 closed out — a net gain of 3 holders — while 28 added to existing stakes and 29 trimmed.
The largest buyer was Russell Investments Group, opening a new position worth an estimated $2.6M. The largest seller was Invesco, cutting an estimated $2.58M.
- 84 institutional investors held NewtekOne (NEWT) as of Q3 2023, up from 82 in Q2 2023.
- Funds reported $132M of NewtekOne stock for Q3 2023, down 8% quarter-over-quarter.
- 13 funds opened new NewtekOne positions in Q3 2023 and 10 closed out, a net change of +3 holders.
- The largest NewtekOne buyer in Q3 2023 was Russell Investments Group, an estimated $2.6M added.
- The largest NewtekOne seller in Q3 2023 was Invesco, an estimated $2.58M sold.
Based on aggregated 13F filings for Q3 2023.