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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 %
AA
101
AlphaMark Advisors
Kentucky
$3K – – –
LC
102
Lindbrook Capital
California
$2.68K +$2.68K +210 New
Jones Financial Companies
103
Jones Financial Companies
Missouri
$2.31K +$2.31K +181 New
CAL
104
Capital Advisors Ltd
Ohio
$2K +$2K +179 New
WTFG
105
Wood Tarver Financial Group
Idaho
$2K +$2K +231 New
CA
106
CoreCap Advisors
Michigan
$1.67K +$26 +2 +2%
CPG
107
Cornerstone Planning Group
New Jersey
$1.49K – – –
GI
108
GAMMA Investing
California
$1.15K +$1.15K +90 New
GRP
109
Global Retirement Partners
California
$1.14K +$13 +1 +1%
FRA
110
Front Row Advisors
California
$1.04K – – –
C
111
Covestor
United Kingdom
$1K +$623 +43 +165%
RIL
112
Rothschild Investment LLC
Illinois
$894 +$128 +10 +17%
BIG
113
Brooklyn Investment Group
New York
$856 +$856 +67 New
US Bancorp
114
US Bancorp
Minnesota
$805 +$805 +63 New
AAP
115
Arax Advisory Partners
Colorado
$613 -$473 -37 -44%
QCG
116
Quadrant Capital Group
Ohio
$396 +$396 +31 New
CIAM
117
Caitong International Asset Management
Hong Kong
$319 +$319 +25 New
HCP
118
Hexagon Capital Partners
Arkansas
$255 +$255 +20 New
EWA
119
EverSource Wealth Advisors
Alabama
$13 +$13 +1 New
ECM
120
ExodusPoint Capital Management
New York
– -$1.22M -97,972 Closed
IAIM
121
International Assets Investment Management
Florida
– -$4.9K -61,054 Closed
KAM
122
Knightsbridge Asset Management
California
– -$519K -41,651 Closed
YIH
123
Y-Intercept (HK)
Hong Kong
– -$367K -29,473 Closed
PP
124
Paloma Partners
Connecticut
– -$197K -15,796 Closed
MF
125
Magnetar Financial
Illinois
– -$171K -13,752 Closed
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5
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