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Xcel Brands
XELB

19 hedge funds and large institutions have $5.66M invested in Xcel Brands in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

23% more capital invested

Capital invested by funds: $4.61M → $5.66M (+$1.05M)

6% more funds holding

Funds holding: 18 → 19 (+1)

0.08% more ownership

Funds ownership: 1.78% → 1.86% (+0.08%)

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Potomac Capital Management
New York
+$159K
2
Mariner
Mariner
Kansas
+$62.3K
3
TSS
Two Sigma Securities
New York
+$28.2K
4
VF
Virtu Financial
New York
+$15K
5
Citadel Advisors
Citadel Advisors
Florida
+$9.29K

Top Sellers

Rank Fund Capital Flow
1
BCM
Bridgeway Capital Management
Texas
-$53.8K
2
PCM
Perritt Capital Management
Illinois
-$25.8K
3
Renaissance Technologies
Renaissance Technologies
New York
-$9.09K
4
BlackRock
BlackRock
New York
-$331
5
CAS
Coppell Advisory Solutions
Texas
-$140
Name Holding Trade Value Shares
Change 		Change in
Stake
STA
1
Summit Trail Advisors
New York
$2.18M – – –
PCM
2
Potomac Capital Management
New York
$1.01M +$159K +14,805 +23%
JCP
3
JB Capital Partners
New York
$929K – – –
PCM
4
Perritt Capital Management
Illinois
$595K -$25.8K -2,400 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$470K – – –
Mariner
6
Mariner
Kansas
$127K +$62.3K +5,800 +145%
MC
7
Miramar Capital
Illinois
$91.6K – – –
Geode Capital Management
8
Geode Capital Management
Massachusetts
$70.7K – – –
Citadel Advisors
9
Citadel Advisors
Florida
$49.8K +$9.29K +865 +29%
Renaissance Technologies
10
Renaissance Technologies
New York
$35K -$9.09K -847 -24%
TSS
11
Two Sigma Securities
New York
$33.9K +$28.2K +2,628 New
State Street
12
State Street
Massachusetts
$32.9K – – –
RPWA
13
Regent Peak Wealth Advisors
Georgia
$19.4K – – –
VF
14
Virtu Financial
New York
$18K +$15K +1,393 New
TRCT
15
Tower Research Capital (TRC)
New York
$3.25K +$1.01K +94 +59%
CAS
16
Coppell Advisory Solutions
Texas
$160 -$140 -13 -52%
Wells Fargo
17
Wells Fargo
California
$86 +$11 +1 +17%
JP Morgan Chase
18
JP Morgan Chase
New York
$22 +$11 +1 +100%
Bank of America
19
Bank of America
North Carolina
$17 +$11 +1 New
BCM
20
Bridgeway Capital Management
Texas
– -$53.8K -4,940 Closed
BlackRock
21
BlackRock
New York
– -$331 -32 Closed

XELB Hedge Fund Activity: Q4 2023 in Review

19 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Xcel Brands (XELB) for Q4 2023, worth a combined $5.66M — up 23% from $4.61M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new XELB positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Potomac Capital Management, adding an estimated $159K. The largest seller was Bridgeway Capital Management, exiting entirely with an estimated $53.8K sold.

  • 19 institutional investors held Xcel Brands (XELB) as of Q4 2023, up from 18 in Q3 2023.
  • Funds reported $5.66M of Xcel Brands stock for Q4 2023, up 23% quarter-over-quarter.
  • 3 funds opened new Xcel Brands positions in Q4 2023 and 2 closed out, a net change of +1 holder.
  • The largest Xcel Brands buyer in Q4 2023 was Potomac Capital Management, an estimated $159K added.
  • The largest Xcel Brands seller in Q4 2023 was Bridgeway Capital Management, an estimated $53.8K sold.

Based on aggregated 13F filings for Q4 2023.