NewtekOne, Inc. 8.00% Fixed Rate Senior Notes due 2028 (NEWTI) Institutional Ownership

Based on Q4 2018 13F filings, institutional ownership of NewtekOne, Inc. 8.00% Fixed Rate Senior Notes due 2028 stands at 0.3%, held across 1 reporting institutions.

KCM INVESTMENT ADVISORS LLC is the largest reported institutional holder of NEWTI, with approximately 43,450 shares worth $0.00B as of Q4 2018.

No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of NEWTI.

Our composite Smart Money Score for NEWTI is 37 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

0 institutions opened new positions in NEWTI during Q4 2018, while 0 fully exited. 0 added to existing positions and 1 trimmed.

NEWTI institutional ownership fell by 0.02 percentage points quarter-over-quarter, with a net change of +0 holders.

The top 10 institutions account for 100.0% of all reported 13F value in NEWTI, and the top 25 account for 100.0%.

All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.