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Xcel Brands
XELB

15 hedge funds and large institutions have $1.09M invested in Xcel Brands in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.15% less ownership

Funds ownership: 0.53% → 0.38% (-0.15%)

32% less funds holding

Funds holding: 22 → 15 (-7)

44% less capital invested

Capital invested by funds: $1.95M → $1.09M (-$865K)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

88% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 8

Holders
15
Holders Change
-7
Holders Change %
-31.82%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
4
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
+$45.4K
2
HIM
Hillsdale Investment Management
Ontario, Canada
+$1.6K
3
UBS Group
UBS Group
Switzerland
+$1.06K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$33K
2
Renaissance Technologies
Renaissance Technologies
New York
-$32.7K
3
Marshall Wace
Marshall Wace
United Kingdom
-$32K
4
RA
Royce & Associates
New York
-$27K
5
Deutsche Bank
Deutsche Bank
Germany
-$15.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$254K – – –
BCM
2
Bridgeway Capital Management
Texas
$143K – – –
AWW
3
Alan W. Weber
$135K – – –
M&T Bank
4
M&T Bank
New York
$132K +$45.4K +2,830 +47%
PCM
5
Perritt Capital Management
Illinois
$130K -$80 -5 -0.1%
LA
6
Legacy Advisors
Pennsylvania
$91K – – –
Renaissance Technologies
7
Renaissance Technologies
New York
$67K -$32.7K -2,039 -31%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$62K – – –
AIP
9
ARS Investment Partners
New York
$55K – – –
HIM
10
Hillsdale Investment Management
Ontario, Canada
$12K +$1.6K +100 +14%
Bank of America
11
Bank of America
North Carolina
$4K -$1.3K -81 -26%
Deutsche Bank
12
Deutsche Bank
Germany
$1K -$15.9K -993 -91%
UBS Group
13
UBS Group
Switzerland
$1K +$1.06K +66 New
BCMNY
14
Buckingham Capital Management (New York)
New York
– -$429K -22,247 Closed
Jane Street
15
Jane Street
New York
– -$33K -1,697 Closed
Marshall Wace
16
Marshall Wace
United Kingdom
– -$32K -1,671 Closed
RA
17
Royce & Associates
New York
– -$27K -1,378 Closed
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
– -$15K -771 Closed
Morgan Stanley
19
Morgan Stanley
New York
– -$6K -300 Closed
Victory Capital Management
20
Victory Capital Management
Texas
– -$4K -206 Closed
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$3.86K -200 Closed

XELB Hedge Fund Activity: Q4 2019 in Review

15 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Xcel Brands (XELB) for Q4 2019, worth a combined $1.09M — down 44% from $1.95M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of XELB and 1 opened new positions — a net loss of 7 holders — while 4 trimmed existing stakes and 2 added.

The largest buyer was M&T Bank, adding an estimated $45.4K. The largest seller was Jane Street, exiting entirely with an estimated $33K sold.

  • 15 institutional investors held Xcel Brands (XELB) as of Q4 2019, down from 22 in Q3 2019.
  • Funds reported $1.09M of Xcel Brands stock for Q4 2019, down 44% quarter-over-quarter.
  • 1 fund opened new Xcel Brands positions in Q4 2019 and 8 closed out, a net change of -7 holders.
  • The largest Xcel Brands buyer in Q4 2019 was M&T Bank, an estimated $45.4K added.
  • The largest Xcel Brands seller in Q4 2019 was Jane Street, an estimated $33K sold.

Based on aggregated 13F filings for Q4 2019.