NewtekOne
NEWT
89 hedge funds and large institutions have $103M invested in NewtekOne in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 16 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 28
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
0.5% less ownership
Funds ownership: 38.26% → 37.77% (-0.5%)
1% less funds holding
Funds holding: 90 → 89 (-1)
12% less call options, than puts
Call options by funds: $1.13M | Put options by funds: $1.29M
21% less capital invested
Capital invested by funds: $130M → $103M (-$27.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$2.58M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$887K |
| 3 |
Two Sigma Investments
New York
|
+$810K |
| 4 |
Goldman Sachs
New York
|
+$756K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$534K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$1.68M |
| 2 |
RA
Royce & Associates
New York
|
-$1.05M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$931K |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
-$740K |
| 5 |
NSGL
No Street GP LP
San Francisco,
California
|
-$690K |
NEWT Hedge Fund Activity: Q1 2024 in Review
89 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in NewtekOne (NEWT) for Q1 2024, worth a combined $103M — down 21% from $130M a quarter earlier.
Fund positioning in NEWT was balanced in Q1 2024: 16 funds opened new positions, 16 closed out, 34 added to existing stakes and 28 trimmed.
The largest buyer was Franklin Resources, opening a new position worth an estimated $2.58M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $1.68M sold.
- 89 institutional investors held NewtekOne (NEWT) as of Q1 2024, down from 90 in Q4 2023.
- Funds reported $103M of NewtekOne stock for Q1 2024, down 21% quarter-over-quarter.
- 16 funds opened new NewtekOne positions in Q1 2024 and 16 closed out, a net change of 0 holders.
- The largest NewtekOne buyer in Q1 2024 was Franklin Resources, an estimated $2.58M added.
- The largest NewtekOne seller in Q1 2024 was Aptus Capital Advisors, an estimated $1.68M sold.
Based on aggregated 13F filings for Q1 2024.