NewtekOne
NEWT
90 hedge funds and large institutions have $130M invested in NewtekOne in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
32% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 28
13% more call options, than puts
Call options by funds: $513K | Put options by funds: $455K
7% more funds holding
Funds holding: 84 → 90 (+6)
1.94% more ownership
Funds ownership: 36.33% → 38.26% (+1.9%)
1% less capital invested
Capital invested by funds: $132M → $130M (-$1.91M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.23M |
| 2 |
Bank of New York Mellon
New York
|
+$1.52M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$811K |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$777K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$772K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$2.87M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$651K |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$361K |
| 4 |
AC
Avenir Corporation
Alexandria,
Virginia
|
-$336K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$250K |
NEWT Hedge Fund Activity: Q4 2023 in Review
90 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in NewtekOne (NEWT) for Q4 2023, worth a combined $130M — down 1.4% from $132M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new NEWT positions and 9 closed out — a net gain of 7 holders — while 37 added to existing stakes and 28 trimmed.
The largest buyer was BlackRock, adding an estimated $2.23M. The largest seller was Invesco, cutting an estimated $2.87M.
- 90 institutional investors held NewtekOne (NEWT) as of Q4 2023, up from 84 in Q3 2023.
- Funds reported $130M of NewtekOne stock for Q4 2023, down 1.4% quarter-over-quarter.
- 16 funds opened new NewtekOne positions in Q4 2023 and 9 closed out, a net change of +7 holders.
- The largest NewtekOne buyer in Q4 2023 was BlackRock, an estimated $2.23M added.
- The largest NewtekOne seller in Q4 2023 was Invesco, an estimated $2.87M sold.
Based on aggregated 13F filings for Q4 2023.