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NewtekOne
NEWT

Overview Fund Activity

100 hedge funds and large institutions have $123M invested in NewtekOne in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+11
Holders Change %
+12.36%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
39
Reduced
29
Closed
11
Calls
$1.06M
Puts
$911K
Net Calls
+$152K
Net Calls Change
+$309K

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
$3.4M
2
JAM
Jacobs Asset Management
New York
$2.21M
3
Russell Investments Group
Russell Investments Group
United Kingdom
$2.57M
4
Morgan Stanley
Morgan Stanley
New York
$2.05M
5
Citadel Advisors
Citadel Advisors
Florida
$2.1M

Top Sellers

1
RA
Royce & Associates
New York
$16.3M
2
GCP
GSA Capital Partners
United Kingdom
$0
3
A
AlphaQuest
New York
$165K
4
Goldman Sachs
Goldman Sachs
New York
$1.61M
5
AAM
Advisors Asset Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$65.6K +$10.7K +848 +19%
IAIM
77
International Assets Investment Management
Florida
$61.6K +$61.6K +4,900 New
IA
78
IFP Advisors
Florida
$44.9K +$40.2K +3,200 +853%
TRCT
79
Tower Research Capital (TRC)
New York
$43.9K +$30.6K +2,436 +230%
NC
80
nVerses Capital
Florida
$37.7K -$84.2K -6,700 -69%
Simplex Trading
81
Simplex Trading
Illinois
$31K +$31K +2,519 New
Legal & General Group
82
Legal & General Group
United Kingdom
$25.1K – – –
FFA
83
Farther Finance Advisors
California
$24.8K +$288 +23 +1%
AIP
84
Ameritas Investment Partners
Nebraska
$24.2K – – –
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$21.2K -$8.3K -660 -28%
Nisa Investment Advisors
86
Nisa Investment Advisors
Missouri
$19.1K +$201 +16 +1%
PAS
87
Point72 Asia (Singapore)
Singapore
$11.5K +$11.5K +916 New
AB
88
Amalgamated Bank
New York
$10K – – –
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$10K +$10K +806 New
Fidelity Investments
90
Fidelity Investments
Massachusetts
$9.1K +$6.55K +521 +257%
QL
91
Quarry LP
New York
$6.16K -$11.9K -947 -66%
AA
92
AlphaMark Advisors
Kentucky
$3K – – –
SPIA
93
Steward Partners Investment Advisory
New York
$2.51K -$1.26K -100 -33%
1IA
94
1620 Investment Advisors
Massachusetts
$1.95K +$1.95K +155 New
CPG
95
Cornerstone Planning Group
New Jersey
$1.4K – – –
AAP
96
Arax Advisory Partners
Colorado
$1.07K +$1.07K +85 New
FRA
97
Front Row Advisors
California
$1.01K – – –
C
98
Covestor
United Kingdom
$1K +$1K +73 New
RIL
99
Rothschild Investment LLC
Illinois
$377 +$377 +30 New
GI
100
GAMMA Investing
California
$38 +$38 +3 New
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4
5