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Xcel Brands

14 hedge funds and large institutions have $3.59M invested in Xcel Brands in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

0% less ownership

Funds ownership: 1.54%1.54% (-0%)

18% less funds holding

Funds holding: 1714 (-3)

40% less capital invested

Capital invested by funds: $5.98M → $3.59M (-$2.39M)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
14
Holders Change
-3
Holders Change %
-17.65%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change

XELB Hedge Fund Activity: Q2 2022 in Review

14 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Xcel Brands (XELB) for Q2 2022, worth a combined $3.59M — down 40% from $5.98M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of XELB and 1 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 4 added.

The largest buyer was Perritt Capital Management, adding an estimated $347K. The largest seller was Osaic Holdings, exiting entirely with an estimated $1.48M sold.

  • 14 institutional investors held Xcel Brands (XELB) as of Q2 2022, down from 17 in Q1 2022.
  • Funds reported $3.59M of Xcel Brands stock for Q2 2022, down 40% quarter-over-quarter.
  • 1 fund opened new Xcel Brands positions in Q2 2022 and 4 closed out, a net change of -3 holders.
  • The largest Xcel Brands buyer in Q2 2022 was Perritt Capital Management, an estimated $347K added.
  • The largest Xcel Brands seller in Q2 2022 was Osaic Holdings, an estimated $1.48M sold.

Based on aggregated 13F filings for Q2 2022.