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NewtekOne
NEWT

Overview Fund Activity

89 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, 36 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
36
Reduced
28
Closed
9
Calls
$513K
Puts
$455K
Net Calls
+$58K
Net Calls Change
+$207K

Top Buyers

1
BlackRock
BlackRock
New York
+$2.2M
2
Morgan Stanley
Morgan Stanley
New York
+$1.53M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$800K
5
American Century Companies
American Century Companies
Missouri
+$767K

Top Sellers

1
Invesco
Invesco
Georgia
-$2.83M
2
AAM
Advisors Asset Management
Colorado
-$642K
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$356K
4
AC
Avenir Corporation
Virginia
-$331K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$250K
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
76
Metropolitan Life Insurance Company (MetLife)
New York
$23.2K – – –
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$20.7K -$33.3K -2,410 -62%
CAM
78
Creekmur Asset Management
Illinois
$20K +$20K +1,451 New
IA
79
IFP Advisors
Florida
$14.5K – – –
AWM
80
Activest Wealth Management
Florida
$14K +$179 +13 +1%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$9.87K -$7.74K -561 -44%
First Manhattan
82
First Manhattan
New York
$9.03K +$9.03K +654 New
NA
83
NewEdge Advisors
Louisiana
$8.76K – – –
PA
84
PSI Advisors
Florida
$7.59K – – –
SPIA
85
Steward Partners Investment Advisory
New York
$6.21K +$690 +50 +13%
BFEC
86
Benjamin F. Edwards & Company
Missouri
$5K +$63 +5 +1%
AA
87
AlphaMark Advisors
Kentucky
$3K – – –
GI
88
GAMMA Investing
California
$1.38K +$1.38K +115 New
FRA
89
Front Row Advisors
California
$1.12K – – –
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
– -$250K -16,936 Closed
KC
91
Kinloch Capital
Virginia
– -$196K -13,310 Closed
CFS
92
Commonwealth Financial Services
West Virginia
– -$161K -10,940 Closed
Comerica Bank
93
Comerica Bank
Texas
– -$66.4K -4,500 Closed
Group One Trading
94
Group One Trading
Illinois
– -$22.3K -1,510 Closed
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$16.8K -1,137 Closed
Allspring Global Investments
96
Allspring Global Investments
North Carolina
– -$15.6K -1,061 Closed
HNB
97
Huntington National Bank
Ohio
– -$1.45K -98 Closed
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