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Xcel Brands
XELB

15 hedge funds and large institutions have $3.34M invested in Xcel Brands in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $2.43M → $3.34M (+$904K)

0.02% less ownership

Funds ownership: 1.77% → 1.75% (-0.02%)

25% less funds holding

Funds holding: 20 → 15 (-5)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 5

Holders
15
Holders Change
-5
Holders Change %
-25%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Perritt Capital Management
Illinois
+$13.4K
2
Citadel Advisors
Citadel Advisors
Florida
+$3.09K

Top Sellers

Rank Fund Capital Flow
1
BCM
Bridgeway Capital Management
Texas
-$15.5K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$13.8K
3
VF
Virtu Financial
New York
-$12K
4
UBS Group
UBS Group
Switzerland
-$8.16K
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$411
Name Holding Trade Value Shares
Change 		Change in
Stake
JCP
1
JB Capital Partners
New York
$1.25M – – –
STA
2
Summit Trail Advisors
New York
$1.03M – – –
PCM
3
Potomac Capital Management
New York
$409K – – –
PCM
4
Perritt Capital Management
Illinois
$271K +$13.4K +1,732 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$223K – – –
BCM
6
Bridgeway Capital Management
Texas
$48.4K -$15.5K -2,000 -20%
MC
7
Miramar Capital
Illinois
$43.4K – – –
Geode Capital Management
8
Geode Capital Management
Massachusetts
$31.2K -$411 -53 -1%
State Street
9
State Street
Massachusetts
$13.5K – – –
RPWA
10
Regent Peak Wealth Advisors
Georgia
$9.18K – – –
Citadel Advisors
11
Citadel Advisors
Florida
$8.97K +$3.09K +398 +37%
UBS Group
12
UBS Group
Switzerland
$459 -$8.16K -1,051 -93%
BlackRock
13
BlackRock
New York
$193 – – –
Wells Fargo
14
Wells Fargo
California
$33 – – –
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
– -$13.8K -1,968 Closed
VF
16
Virtu Financial
New York
– -$12K -1,761 Closed
CAS
17
Coppell Advisory Solutions
Texas
– -$176 -25 Closed
CASC
18
Coppell Advisory Solutions Corp
Texas
– -$176 -25 Closed
Bank of America
19
Bank of America
North Carolina
– -$16 -2 Closed
TRCT
20
Tower Research Capital (TRC)
New York
– -$8 -1 -2%
Morgan Stanley
21
Morgan Stanley
New York
– -$1 – –

XELB Hedge Fund Activity: Q1 2023 in Review

15 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Xcel Brands (XELB) for Q1 2023, worth a combined $3.34M — up 37% from $2.43M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of XELB and 0 opened new positions — a net loss of 5 holders — while 4 trimmed existing stakes and 2 added.

The largest buyer was Perritt Capital Management, adding an estimated $13.4K. The largest seller was Bridgeway Capital Management, cutting an estimated $15.5K.

  • 15 institutional investors held Xcel Brands (XELB) as of Q1 2023, down from 20 in Q4 2022.
  • Funds reported $3.34M of Xcel Brands stock for Q1 2023, up 37% quarter-over-quarter.
  • 0 funds opened new Xcel Brands positions in Q1 2023 and 5 closed out, a net change of -5 holders.
  • The largest Xcel Brands buyer in Q1 2023 was Perritt Capital Management, an estimated $13.4K added.
  • The largest Xcel Brands seller in Q1 2023 was Bridgeway Capital Management, an estimated $15.5K sold.

Based on aggregated 13F filings for Q1 2023.