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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

190% more capital inflows, than outflows

Capital inflows: $1.96M | Capital outflows: $676K

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

8% more funds holding

Funds holding: 13 → 14 (+1)

3.11% more ownership

Funds ownership: 20.19% → 23.3% (+3.1%)

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
Legacy Advisors
Legacy Advisors
Pennsylvania
+$1.39M
2
ARS Investment Partners
ARS Investment Partners
New York
+$200K
3
AIC
AWM Investment Company
New York
+$143K
4
PCM
Perritt Capital Management
Illinois
+$52.3K
5
Buckingham Capital Management (New York)
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
Kellner Capital
Kellner Capital
New York
-$110K

XELB Hedge Fund Activity: Q2 2017 in Review

14 of the 4,023 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 $9.8M 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.