We are live on ! Find out more
XELB icon

Xcel Brands
XELB

18 hedge funds and large institutions have $6.24M invested in Xcel Brands in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

86% more capital invested

Capital invested by funds: $3.36M → $6.24M (+$2.88M)

13% more funds holding

Funds holding: 16 → 18 (+2)

0.38% more ownership

Funds ownership: 1.63% → 2.01% (+0.38%)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LA
Legacy Advisors
Pennsylvania
+$823K
2
AIP
ARS Investment Partners
New York
+$94.8K
3
BCMNY
Buckingham Capital Management (New York)
New York
+$65.3K
4
AWW
Alan W. Weber
+$59K
5
SCM
SG Capital Management
Illinois
+$36.9K

Top Sellers

Rank Fund Capital Flow
1
PCM
Perritt Capital Management
Illinois
-$42.1K
2
Citadel Advisors
Citadel Advisors
Florida
-$20K
3
Deutsche Bank
Deutsche Bank
Germany
-$6.64K
4
Renaissance Technologies
Renaissance Technologies
New York
-$6.64K
5
BlackRock
BlackRock
New York
-$2.04K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCMNY
1
Buckingham Capital Management (New York)
New York
$1.91M +$65.3K +4,423 +4%
LA
2
Legacy Advisors
Pennsylvania
$1.9M +$823K +55,772 +100%
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$934K – – –
AIP
4
ARS Investment Partners
New York
$754K +$94.8K +6,424 +17%
BCM
5
Bridgeway Capital Management
Texas
$162K – – –
M&T Bank
6
M&T Bank
New York
$102K – – –
Vanguard Group
7
Vanguard Group
Pennsylvania
$86K – – –
Renaissance Technologies
8
Renaissance Technologies
New York
$80K -$6.64K -450 -9%
Deutsche Bank
9
Deutsche Bank
Germany
$79K -$6.64K -450 -9%
AWW
10
Alan W. Weber
$68K +$59K +4,000 New
SCM
11
SG Capital Management
Illinois
$43K +$36.9K +2,500 New
BlackRock
12
BlackRock
New York
$34K -$2.04K -138 -6%
PCM
13
Perritt Capital Management
Illinois
$30K -$42.1K -2,850 -61%
Bank of America
14
Bank of America
North Carolina
$29K – – –
MC
15
Miramar Capital
Illinois
$25K +$21.5K +1,455 New
PAM
16
Panagora Asset Management
Massachusetts
$14K +$12.4K +839 New
UBS Group
17
UBS Group
Switzerland
$2K +$251 +17 +18%
Citadel Advisors
18
Citadel Advisors
Florida
– -$20K -1,802 Closed
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
– -$1K -86 Closed

XELB Hedge Fund Activity: Q1 2019 in Review

18 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Xcel Brands (XELB) for Q1 2019, worth a combined $6.24M — up 86% from $3.36M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new XELB positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Legacy Advisors, adding an estimated $823K. The largest seller was Perritt Capital Management, cutting an estimated $42.1K.

  • 18 institutional investors held Xcel Brands (XELB) as of Q1 2019, up from 16 in Q4 2018.
  • Funds reported $6.24M of Xcel Brands stock for Q1 2019, up 86% quarter-over-quarter.
  • 4 funds opened new Xcel Brands positions in Q1 2019 and 2 closed out, a net change of +2 holders.
  • The largest Xcel Brands buyer in Q1 2019 was Legacy Advisors, an estimated $823K added.
  • The largest Xcel Brands seller in Q1 2019 was Perritt Capital Management, an estimated $42.1K sold.

Based on aggregated 13F filings for Q1 2019.