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Xcel Brands
XELB

14 hedge funds and large institutions have $12.6M invested in Xcel Brands in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

29% more capital invested

Capital invested by funds: $9.77M → $12.6M (+$2.86M)

8% more funds holding

Funds holding: 13 → 14 (+1)

0.31% more ownership

Funds ownership: 2.02% → 2.33% (+0.31%)

Holders
14
Holders Change
+1
Holders Change %
+7.69%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
7
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LA
Legacy Advisors
Pennsylvania
+$1.39M
2
AIP
ARS Investment Partners
New York
+$200K
3
AIC
AWM Investment Company
New York
+$143K
4
PCM
Perritt Capital Management
Illinois
+$52.3K
5
BCMNY
Buckingham Capital Management (New York)
New York
+$50.7K

Top Sellers

Rank Fund Capital Flow
1
CCPM
Cooper Creek Partners Management
New York
-$566K
2
KC
Kellner Capital
New York
-$110K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCMNY
1
Buckingham Capital Management (New York)
New York
$5.17M +$50.7K +2,000 +1%
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$1.68M +$50.7K +2,000 +4%
LA
3
Legacy Advisors
Pennsylvania
$1.68M +$1.39M +54,973 New
AIP
4
ARS Investment Partners
New York
$1.56M +$200K +7,912 +18%
AIC
5
AWM Investment Company
New York
$1.31M +$143K +5,656 +15%
PCM
6
Perritt Capital Management
Illinois
$680K +$52.3K +2,065 +10%
M&T Bank
7
M&T Bank
New York
$274K – – –
BCM
8
Bridgeway Capital Management
Texas
$134K – – –
Millennium Management
9
Millennium Management
New York
$71K +$22.6K +891 +62%
BlackRock
10
BlackRock
New York
$55K +$41.3K +1,630 +948%
PAM
11
Panagora Asset Management
Massachusetts
$17K – – –
Deutsche Bank
12
Deutsche Bank
Germany
$8K +$6.84K +270 New
Bank of America
13
Bank of America
North Carolina
$5K – – –
CCPM
14
Cooper Creek Partners Management
New York
– -$566K -20,949 Closed
KC
15
Kellner Capital
New York
– -$110K -4,088 Closed
UBS Group
16
UBS Group
Switzerland
– +$101 +4 New

XELB Hedge Fund Activity: Q2 2017 in Review

14 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Xcel Brands (XELB) for Q2 2017, worth a combined $12.6M — up 29% from $9.77M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new XELB positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 0 trimmed.

The largest buyer was Legacy Advisors, opening a new position worth an estimated $1.39M. The largest seller was Cooper Creek Partners Management, exiting entirely with an estimated $566K sold.

  • 14 institutional investors held Xcel Brands (XELB) as of Q2 2017, up from 13 in Q1 2017.
  • Funds reported $12.6M of Xcel Brands stock for Q2 2017, up 29% quarter-over-quarter.
  • 3 funds opened new Xcel Brands positions in Q2 2017 and 2 closed out, a net change of +1 holder.
  • The largest Xcel Brands buyer in Q2 2017 was Legacy Advisors, an estimated $1.39M added.
  • The largest Xcel Brands seller in Q2 2017 was Cooper Creek Partners Management, an estimated $566K sold.

Based on aggregated 13F filings for Q2 2017.