Xcel Brands
XELB
17 hedge funds and large institutions have $3.75M invested in Xcel Brands in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 3 closing their positions.
0.64% less ownership
Funds ownership: 2.01% → 1.37% (-0.64%)
6% less funds holding
Funds holding: 18 → 17 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
40% less capital invested
Capital invested by funds: $6.24M → $3.75M (-$2.5M)
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWW
Alan W. Weber
|
+$68.1K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$34.8K |
| 3 |
VF
Virtu Financial
New York
|
+$16.3K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$15K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$818 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LA
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
-$749K |
| 2 |
BCMNY
Buckingham Capital Management (New York)
New York
|
-$513K |
| 3 |
AIP
ARS Investment Partners
New York
|
-$255K |
| 4 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$43K |
| 5 |
MC
Miramar Capital
Northbrook,
Illinois
|
-$25K |
XELB Hedge Fund Activity: Q2 2019 in Review
17 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Xcel Brands (XELB) for Q2 2019, worth a combined $3.75M — down 40% from $6.24M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of XELB and 2 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 3 added.
The largest buyer was Alan W. Weber, adding an estimated $68.1K. The largest seller was Legacy Advisors, cutting an estimated $749K.
- 17 institutional investors held Xcel Brands (XELB) as of Q2 2019, down from 18 in Q1 2019.
- Funds reported $3.75M of Xcel Brands stock for Q2 2019, down 40% quarter-over-quarter.
- 2 funds opened new Xcel Brands positions in Q2 2019 and 3 closed out, a net change of -1 holder.
- The largest Xcel Brands buyer in Q2 2019 was Alan W. Weber, an estimated $68.1K added.
- The largest Xcel Brands seller in Q2 2019 was Legacy Advisors, an estimated $749K sold.
Based on aggregated 13F filings for Q2 2019.