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Xcel Brands
XELB

16 hedge funds and large institutions have $3.36M invested in Xcel Brands in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

7% more funds holding

Funds holding: 15 → 16 (+1)

0.59% less ownership

Funds ownership: 2.22% → 1.63% (-0.59%)

65% less capital invested

Capital invested by funds: $9.54M → $3.36M (-$6.17M)

86% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 7

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$99.3K
2
Renaissance Technologies
Renaissance Technologies
New York
+$99.3K
3
Citadel Advisors
Citadel Advisors
Florida
+$15.3K

Top Sellers

Rank Fund Capital Flow
1
BCMNY
Buckingham Capital Management (New York)
New York
-$1.19M
2
AIP
ARS Investment Partners
New York
-$544K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$486K
4
M&T Bank
M&T Bank
New York
-$58.1K
5
WMC
Westwood Management Corporation
Illinois
-$23K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCMNY
1
Buckingham Capital Management (New York)
New York
$1.22M -$1.19M -61,270 -36%
LA
2
Legacy Advisors
Pennsylvania
$630K – – –
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$621K – – –
AIP
4
ARS Investment Partners
New York
$428K -$544K -28,085 -43%
BCM
5
Bridgeway Capital Management
Texas
$108K – – –
M&T Bank
6
M&T Bank
New York
$68K -$58.1K -3,000 -33%
Renaissance Technologies
7
Renaissance Technologies
New York
$58K +$99.3K +5,130 New
Vanguard Group
8
Vanguard Group
Pennsylvania
$57K -$486K -25,124 -83%
Deutsche Bank
9
Deutsche Bank
Germany
$57K +$99.3K +5,130 New
PCM
10
Perritt Capital Management
Illinois
$52K -$11.6K -600 -11%
BlackRock
11
BlackRock
New York
$25K -$755 -39 -2%
Citadel Advisors
12
Citadel Advisors
Florida
$20K +$15.3K +789 +78%
Bank of America
13
Bank of America
North Carolina
$19K – – –
UBS Group
14
UBS Group
Switzerland
$1K -$2.36K -122 -56%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$1K – – –
WMC
16
Westwood Management Corporation
Illinois
– -$23K -1,000 Closed

XELB Hedge Fund Activity: Q4 2018 in Review

16 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Xcel Brands (XELB) for Q4 2018, worth a combined $3.36M — down 65% from $9.54M a quarter earlier.

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

The largest buyer was Deutsche Bank, opening a new position worth an estimated $99.3K. The largest seller was Buckingham Capital Management (New York), cutting an estimated $1.19M.

  • 16 institutional investors held Xcel Brands (XELB) as of Q4 2018, up from 15 in Q3 2018.
  • Funds reported $3.36M of Xcel Brands stock for Q4 2018, down 65% quarter-over-quarter.
  • 2 funds opened new Xcel Brands positions in Q4 2018 and 1 closed out, a net change of +1 holder.
  • The largest Xcel Brands buyer in Q4 2018 was Deutsche Bank, an estimated $99.3K added.
  • The largest Xcel Brands seller in Q4 2018 was Buckingham Capital Management (New York), an estimated $1.19M sold.

Based on aggregated 13F filings for Q4 2018.