NEWT icon

NewtekOne
NEWT

Overview Fund Activity

72 hedge funds and large institutions have $81.9M invested in NewtekOne in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
72
Holders Change
+13
Holders Change %
+22.03%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
19
Reduced
21
Closed
9
Calls
$3.81M
Puts
$2.76M
Net Calls
+$1.05M
Net Calls Change
-$667K

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$10.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.86M
3
AC
3
Avenir Corporation
Virginia
$1.02M
4
IAIM
4
International Assets Investment Management
Florida
$2.23M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$732K

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$8.38M
2
QC
2
Quadrature Capital
United Kingdom
$359K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$214K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$868K
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$13M 487,993 +11,890 +2%
VanEck Associates
2
VanEck Associates
New York
$10.3M 386,606 +57,557 +17%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$8.38M 313,737 -77,900 -20%
AAM
4
Advisors Asset Management
Colorado
$6.5M 243,591 -518 -0.2%
LSV Asset Management
5
LSV Asset Management
Illinois
$5.24M 196,306 -20,799 -10%
MCM
6
McKinley Capital Management
Alaska
$3.65M 136,519 -4,283 -3%
BA
7
Bard Associates
Illinois
$3.6M 134,847 -170 -0.1%
BI
8
Bramshill Investments
Florida
$2.51M 93,835 +13,034 +16%
IAIM
9
International Assets Investment Management
Florida
$2.23M 97,875 +42,950 +78%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.87M 69,940 -2,477 -3%
Morgan Stanley
11
Morgan Stanley
New York
$1.86M 69,570 +46,379 +200%
RJA
12
Raymond James & Associates
Florida
$1.78M 66,557 -11,973 -15%
UBS Group
13
UBS Group
Switzerland
$1.32M 49,527 -2,544 -5%
AWA
14
Arkadios Wealth Advisors
Georgia
$1.18M 44,050 -676 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.1M 41,001 +132 +0.3%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$1.09M 40,700 -3,760 -8%
Stifel Financial
17
Stifel Financial
Missouri
$1.08M 40,576 -6,205 -13%
AC
18
Avenir Corporation
Virginia
$1.02M 38,000 +38,000 New
FFA
19
Founders Financial Alliance
North Carolina
$1.01M 34,964 +618 +2%
Axa
20
Axa
France
$983K 36,800 – –
Two Sigma Advisers
21
Two Sigma Advisers
New York
$868K 32,500 -32,300 -50%
SW
22
SVB Wealth
Massachusetts
$781K 29,240 +12,883 +79%
GC
23
Guggenheim Capital
Illinois
$763K 28,589 -4,620 -14%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$732K 27,400 +27,400 New
GEA
25
Glen Eagle Advisors
New Jersey
$690K 25,845 – –
1
2 3 4