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Xcel Brands
XELB

18 hedge funds and large institutions have $4.61M invested in Xcel Brands in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

38% more funds holding

Funds holding: 13 → 18 (+5)

0.03% more ownership

Funds ownership: 1.75% → 1.78% (+0.03%)

24% less capital invested

Capital invested by funds: $6.03M → $4.61M (-$1.42M)

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
+$58K
2
Renaissance Technologies
Renaissance Technologies
New York
+$51.6K
3
Citadel Advisors
Citadel Advisors
Florida
+$43.4K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$5.35K
5
State Street
State Street
Massachusetts
+$4.92K

Top Sellers

Rank Fund Capital Flow
1
PCM
Potomac Capital Management
New York
-$41.6K
2
PCM
Perritt Capital Management
Illinois
-$30.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
STA
1
Summit Trail Advisors
New York
$1.84M – – –
JCP
2
JB Capital Partners
New York
$858K – – –
PCM
3
Potomac Capital Management
New York
$663K -$41.6K -2,875 -4%
PCM
4
Perritt Capital Management
Illinois
$516K -$30.4K -2,100 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$383K – – –
MC
6
Miramar Capital
Illinois
$74.5K – – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$59.7K +$5.35K +370 +7%
BCM
8
Bridgeway Capital Management
Texas
$53.8K +$289 +20 +0.4%
Mariner
9
Mariner
Kansas
$42.1K +$58K +4,010 New
Renaissance Technologies
10
Renaissance Technologies
New York
$37K +$51.6K +3,570 New
Citadel Advisors
11
Citadel Advisors
Florida
$32.7K +$43.4K +2,998 New
State Street
12
State Street
Massachusetts
$27.8K +$4.92K +340 +15%
RPWA
13
Regent Peak Wealth Advisors
Georgia
$16.4K – – –
TRCT
14
Tower Research Capital (TRC)
New York
$1.66K +$2.29K +158 New
BlackRock
15
BlackRock
New York
$331 – – –
CAS
16
Coppell Advisory Solutions
Texas
$176 +$188 +13 +108%
Wells Fargo
17
Wells Fargo
California
$66 – – –
JP Morgan Chase
18
JP Morgan Chase
New York
$13 +$14 +1 New

XELB Hedge Fund Activity: Q3 2023 in Review

18 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Xcel Brands (XELB) for Q3 2023, worth a combined $4.61M — down 24% from $6.03M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XELB positions and 0 closed out — a net gain of 5 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $58K. The largest seller was Potomac Capital Management, cutting an estimated $41.6K.

  • 18 institutional investors held Xcel Brands (XELB) as of Q3 2023, up from 13 in Q2 2023.
  • Funds reported $4.61M of Xcel Brands stock for Q3 2023, down 24% quarter-over-quarter.
  • 5 funds opened new Xcel Brands positions in Q3 2023 and 0 closed out, a net change of +5 holders.
  • The largest Xcel Brands buyer in Q3 2023 was Mariner, an estimated $58K added.
  • The largest Xcel Brands seller in Q3 2023 was Potomac Capital Management, an estimated $41.6K sold.

Based on aggregated 13F filings for Q3 2023.