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NewtekOne
NEWT

90 hedge funds and large institutions have $131M invested in NewtekOne in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

13% more call options, than puts

Call options by funds: $513K | Put options by funds: $455K

7% more funds holding

Funds holding: 84 → 90 (+6)

2.28% more ownership

Funds ownership: 36.33% → 38.61% (+2.3%)

1% less capital invested

Capital invested by funds: $132M → $131M (-$738K)

Holders
90
Holders Change
+6
Holders Change %
+7.14%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
37
Reduced
28
Closed
9
Calls
$513K
Puts
$455K
Net Calls
+$58K
Net Calls Change
+$207K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.23M
2
Morgan Stanley
Morgan Stanley
New York
+$1.56M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.52M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$811K
5
American Century Companies
American Century Companies
Missouri
+$777K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$2.87M
2
AAM
Advisors Asset Management
Colorado
-$651K
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$361K
4
AC
Avenir Corporation
Virginia
-$336K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$250K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
76
Advisory Services Network
Georgia
$24.7K +$25K +1,788 New
MLICM
77
Metropolitan Life Insurance Company (MetLife)
New York
$23.2K – – –
Nisa Investment Advisors
78
Nisa Investment Advisors
Missouri
$20.7K -$33.7K -2,410 -62%
CAM
79
Creekmur Asset Management
Illinois
$20K +$20.3K +1,451 New
IA
80
IFP Advisors
Florida
$14.5K – – –
AWM
81
Activest Wealth Management
Florida
$14K +$182 +13 +1%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$9.87K -$7.85K -561 -44%
First Manhattan
83
First Manhattan
New York
$9.03K +$9.15K +654 New
NA
84
NewEdge Advisors
Louisiana
$8.76K – – –
PA
85
PSI Advisors
Florida
$7.59K – – –
SPIA
86
Steward Partners Investment Advisory
New York
$6.21K +$699 +50 +13%
BFEC
87
Benjamin F. Edwards & Company
Missouri
$5K +$70 +5 +1%
AA
88
AlphaMark Advisors
Kentucky
$3K – – –
GI
89
GAMMA Investing
California
$1.38K +$1.61K +115 New
FRA
90
Front Row Advisors
California
$1.12K – – –
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
– -$250K -16,936 Closed
KC
92
Kinloch Capital
Virginia
– -$196K -13,310 Closed
CFS
93
Commonwealth Financial Services
West Virginia
– -$161K -10,940 Closed
Comerica Bank
94
Comerica Bank
Texas
– -$66.4K -4,500 Closed
Group One Trading
95
Group One Trading
Illinois
– -$21.1K -1,510 Closed
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$16.8K -1,137 Closed
Allspring Global Investments
97
Allspring Global Investments
North Carolina
– -$15.6K -1,061 Closed
HNB
98
Huntington National Bank
Ohio
– -$1.45K -98 Closed
1 2 3
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NEWT Hedge Fund Activity: Q4 2023 in Review

90 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NewtekOne (NEWT) for Q4 2023, worth a combined $131M — down 0.56% from $132M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NEWT positions and 9 closed out — a net gain of 7 holders — while 37 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock, adding an estimated $2.23M. The largest seller was Invesco, cutting an estimated $2.87M.

  • 90 institutional investors held NewtekOne (NEWT) as of Q4 2023, up from 84 in Q3 2023.
  • Funds reported $131M of NewtekOne stock for Q4 2023, down 0.56% quarter-over-quarter.
  • 16 funds opened new NewtekOne positions in Q4 2023 and 9 closed out, a net change of +7 holders.
  • The largest NewtekOne buyer in Q4 2023 was BlackRock, an estimated $2.23M added.
  • The largest NewtekOne seller in Q4 2023 was Invesco, an estimated $2.87M sold.

Based on aggregated 13F filings for Q4 2023.