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Xcel Brands
XELB

15 hedge funds and large institutions have $424K invested in Xcel Brands in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 15 → 15 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

0.02% less ownership

Funds ownership: 0.38% → 0.37% (-0.02%)

61% less capital invested

Capital invested by funds: $1.09M → $424K (-$663K)

Holders
15
Holders Change
–
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
+$20.9K
2
Victory Capital Management
Victory Capital Management
Texas
+$3.29K
3
UBS Group
UBS Group
Switzerland
+$1.16K
4
Morgan Stanley
Morgan Stanley
New York
+$87
5
Wells Fargo
Wells Fargo
California
+$37

Top Sellers

Rank Fund Capital Flow
1
AIP
ARS Investment Partners
New York
-$55K
2
Renaissance Technologies
Renaissance Technologies
New York
-$14.4K
3
Deutsche Bank
Deutsche Bank
Germany
-$1K
4
Bank of America
Bank of America
North Carolina
-$700
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$25
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$103K – – –
M&T Bank
2
M&T Bank
New York
$64K +$20.9K +1,670 +19%
BCM
3
Bridgeway Capital Management
Texas
$58K – – –
AWW
4
Alan W. Weber
$55K – – –
PCM
5
Perritt Capital Management
Illinois
$53K – – –
LA
6
Legacy Advisors
Pennsylvania
$37K – – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$25K – – –
Renaissance Technologies
8
Renaissance Technologies
New York
$20K -$14.4K -1,155 -26%
HIM
9
Hillsdale Investment Management
Ontario, Canada
$5K – – –
Victory Capital Management
10
Victory Capital Management
Texas
$2K +$3.29K +263 New
Bank of America
11
Bank of America
North Carolina
$1K -$700 -56 -24%
UBS Group
12
UBS Group
Switzerland
$1K +$1.16K +93 +141%
AIP
13
ARS Investment Partners
New York
– -$55K -3,670 Closed
Deutsche Bank
14
Deutsche Bank
Germany
– -$1K -103 Closed
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
– -$25 -2 Closed
Wells Fargo
16
Wells Fargo
California
– +$37 +3 New
Morgan Stanley
17
Morgan Stanley
New York
– +$87 +7 New

XELB Hedge Fund Activity: Q1 2020 in Review

15 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Xcel Brands (XELB) for Q1 2020, worth a combined $424K — down 61% from $1.09M a quarter earlier.

Fund positioning in XELB was balanced in Q1 2020: 3 funds opened new positions, 3 closed out, 2 added to existing stakes and 2 trimmed.

The largest buyer was M&T Bank, adding an estimated $20.9K. The largest seller was ARS Investment Partners, exiting entirely with an estimated $55K sold.

  • 15 institutional investors held Xcel Brands (XELB) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $424K of Xcel Brands stock for Q1 2020, down 61% quarter-over-quarter.
  • 3 funds opened new Xcel Brands positions in Q1 2020 and 3 closed out, a net change of 0 holders.
  • The largest Xcel Brands buyer in Q1 2020 was M&T Bank, an estimated $20.9K added.
  • The largest Xcel Brands seller in Q1 2020 was ARS Investment Partners, an estimated $55K sold.

Based on aggregated 13F filings for Q1 2020.