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Xcel Brands

20 hedge funds and large institutions have $2.43M invested in Xcel Brands in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

54% more funds holding

Funds holding: 1320 (+7)

0.08% more ownership

Funds ownership: 1.69%1.77% (+0.08%)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

23% less capital invested

Capital invested by funds: $3.16M → $2.43M (-$724K)

Holders
20
Holders Change
+7
Holders Change %
+53.85%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
3
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change

XELB Hedge Fund Activity: Q4 2022 in Review

20 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Xcel Brands (XELB) for Q4 2022, worth a combined $2.43M — down 23% from $3.16M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XELB positions and 1 closed out — a net gain of 7 holders — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Perritt Capital Management, adding an estimated $98.6K. The largest seller was Renaissance Technologies, exiting entirely with an estimated $19K sold.

  • 20 institutional investors held Xcel Brands (XELB) as of Q4 2022, up from 13 in Q3 2022.
  • Funds reported $2.43M of Xcel Brands stock for Q4 2022, down 23% quarter-over-quarter.
  • 8 funds opened new Xcel Brands positions in Q4 2022 and 1 closed out, a net change of +7 holders.
  • The largest Xcel Brands buyer in Q4 2022 was Perritt Capital Management, an estimated $98.6K added.
  • The largest Xcel Brands seller in Q4 2022 was Renaissance Technologies, an estimated $19K sold.

Based on aggregated 13F filings for Q4 2022.