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Xcel Brands
XELB

Overview Fund Activity

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.

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

1
PCM
1
Potomac Capital Management
New York
$1.01M
2
Mariner
2
Mariner
Kansas
$127K
3
TSS
3
Two Sigma Securities
New York
$33.9K
4
VF
4
Virtu Financial
New York
$18K
5
Citadel Advisors
5
Citadel Advisors
Florida
$49.8K

Top Sellers

1
BCM
1
Bridgeway Capital Management
Texas
$0
2
PCM
2
Perritt Capital Management
Illinois
$595K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$35K
4
BlackRock
4
BlackRock
New York
$0
5
CAS
5
Coppell Advisory Solutions
Texas
$160
Name Market Value Shares Shares
Change 		Shares
Change %
STA
1
Summit Trail Advisors
New York
$2.18M 1,692,140 – –
PCM
2
Potomac Capital Management
New York
$1.01M 779,452 +148,050 +23%
JCP
3
JB Capital Partners
New York
$929K 15,000 – –
PCM
4
Perritt Capital Management
Illinois
$595K 461,025 -24,000 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$470K 364,404 – –
Mariner
6
Mariner
Kansas
$127K 98,097 +58,000 +145%
MC
7
Miramar Capital
Illinois
$91.6K 71,000 – –
Geode Capital Management
8
Geode Capital Management
Massachusetts
$70.7K 54,766 – –
Citadel Advisors
9
Citadel Advisors
Florida
$49.8K 38,626 +8,650 +29%
Renaissance Technologies
10
Renaissance Technologies
New York
$35K 27,228 -8,472 -24%
TSS
11
Two Sigma Securities
New York
$33.9K 26,275 +26,275 New
State Street
12
State Street
Massachusetts
$32.9K 25,503 – –
RPWA
13
Regent Peak Wealth Advisors
Georgia
$19.4K 15,000 – –
VF
14
Virtu Financial
New York
$18K 13,930 +13,930 New
TRCT
15
Tower Research Capital (TRC)
New York
$3.26K 2,523 +944 +60%
CAS
16
Coppell Advisory Solutions
Texas
$160 124 -128 -51%
Wells Fargo
17
Wells Fargo
California
$86 67 +4 +6%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$22 17 +5 +42%
Bank of America
19
Bank of America
North Carolina
$17 13 +13 New
BCM
20
Bridgeway Capital Management
Texas
– – -49,400 Closed
BlackRock
21
BlackRock
New York
– – -315 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –