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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
$24.7M
2
Morgan Stanley
Morgan Stanley
New York
$2.35M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$2.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$800K
5
American Century Companies
American Century Companies
Missouri
$2.27M

Top Sellers

1
Invesco
Invesco
Georgia
$246K
2
AAM
Advisors Asset Management
Colorado
$341K
3
Russell Investments Group
Russell Investments Group
United Kingdom
$1.74M
4
AC
Avenir Corporation
Virginia
$563K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
1
Royce & Associates
New York
$28.2M +$113K +8,163 +0.4%
BlackRock
2
BlackRock
New York
$24.7M +$2.2M +159,692 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$18.6M +$762K +55,223 +4%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$7.04M +$335K +24,278 +5%
State Street
5
State Street
Massachusetts
$6.25M +$693K +49,578 +12%
PI
6
Putnam Investments
Massachusetts
$2.98M -$99.4K -7,200 -3%
Northern Trust
7
Northern Trust
Illinois
$2.77M +$119K +8,644 +4%
Charles Schwab
8
Charles Schwab
California
$2.54M +$26.9K +1,948 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.5M +$1.5M +108,775 +151%
BC
10
Barrett & Company
Rhode Island
$2.42M -$36.5K -2,642 -1%
Morgan Stanley
11
Morgan Stanley
New York
$2.35M +$1.53M +111,201 +189%
American Century Companies
12
American Century Companies
Missouri
$2.27M +$767K +55,547 +51%
BFM
13
Boothbay Fund Management
New York
$1.99M +$309K +22,371 +18%
BA
14
Bard Associates
Illinois
$1.77M -$2.52K -180 -0.1%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$1.74M -$356K -25,805 -17%
ACA
16
Aptus Capital Advisors
Alabama
$1.68M -$18.7K -1,353 -1%
AA
17
Ancora Advisors
Ohio
$1.26M +$117K +8,468 +10%
Goldman Sachs
18
Goldman Sachs
New York
$1.2M +$64.1K +4,647 +6%
First Trust Advisors
19
First Trust Advisors
Illinois
$1.06M +$79.8K +5,784 +8%
DADC
20
D.A. Davidson & Co
Montana
$859K -$210K -15,229 -20%
Bank of America
21
Bank of America
North Carolina
$855K +$68.3K +4,949 +9%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$800K +$800K +57,985 New
Citadel Advisors
23
Citadel Advisors
Florida
$703K +$490K +35,480 +229%
NSGL
24
No Street GP LP
California
$690K +$690K +50,000 New
RJA
25
Raymond James & Associates
Florida
$690K -$48.2K -3,494 -7%
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