NewtekOne
NEWT
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.
164% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 11
132% more call options, than puts
Call options by funds: $538K | Put options by funds: $232K
100% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 26
16% more funds holding
Funds holding: 103 → 119 (+16)
7% more capital invested
Capital invested by funds: $113M → $121M (+$8.22M)
0.88% more ownership
Funds ownership: 35.08% → 35.96% (+0.88%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$2.11M |
| 2 |
Bank of New York Mellon
New York
|
+$1.54M |
| 3 |
JP Morgan Chase
New York
|
+$1.43M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.37M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$821K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$4.12M |
| 2 |
ECM
ExodusPoint Capital Management
New York
|
-$1.22M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$520K |
| 4 |
KAM
Knightsbridge Asset Management
Newport Beach,
California
|
-$519K |
| 5 |
TI
Trexquant Investment
Stamford,
Connecticut
|
-$517K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BHCM
126
Brevan Howard Capital Management
St. Helier,
Jersey
| – | -$167K | -13,410 | Closed |
|
127
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$127K | -10,182 | Closed |
|
|
NC
128
nVerses Capital
Wellington,
Florida
| – | -$73.5K | -5,900 | Closed |
|
|
AF
129
Allworth Financial
Folsom,
California
| – | -$17K | -1,366 | Closed |
|
|
CPA
130
Capital Performance Advisors
Walnut Creek,
California
| – | -$3.71K | -298 | Closed |
|
NEWT Hedge Fund Activity: Q4 2024 in Review
119 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NewtekOne (NEWT) for Q4 2024, worth a combined $121M — up 7.3% from $113M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new NEWT positions and 11 closed out — a net gain of 18 holders — while 52 added to existing stakes and 26 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $2.11M. The largest seller was Royce & Associates, cutting an estimated $4.12M.
- 119 institutional investors held NewtekOne (NEWT) as of Q4 2024, up from 103 in Q3 2024.
- Funds reported $121M of NewtekOne stock for Q4 2024, up 7.3% quarter-over-quarter.
- 29 funds opened new NewtekOne positions in Q4 2024 and 11 closed out, a net change of +18 holders.
- The largest NewtekOne buyer in Q4 2024 was Goldman Sachs, an estimated $2.11M added.
- The largest NewtekOne seller in Q4 2024 was Royce & Associates, an estimated $4.12M sold.
Based on aggregated 13F filings for Q4 2024.