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Xcel Brands
XELB

Overview Fund Activity

17 hedge funds and large institutions have $3.49M invested in Xcel Brands in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 4 closing their positions.

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIC
1
AWM Investment Company
New York
$600K
2
STA
2
Summit Trail Advisors
New York
$1.75M
3
PCM
3
Perritt Capital Management
Illinois
$473K
4
LCS
4
Levin Capital Strategies
New York
$85.8K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$355K

Top Sellers

1
Mariner
1
Mariner
Kansas
$0
2
TSS
2
Two Sigma Securities
New York
$0
3
VF
3
Virtu Financial
New York
$0
4
State Street
4
State Street
Massachusetts
$8.43K
5
Bank of America
5
Bank of America
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
STA
1
Summit Trail Advisors
New York
$1.75M 2,242,593 +550,453 +33%
AIC
2
AWM Investment Company
New York
$600K 769,230 +769,230 New
PCM
3
Perritt Capital Management
Illinois
$473K 606,858 +145,833 +32%
Vanguard Group
4
Vanguard Group
Pennsylvania
$355K 455,452 +91,048 +25%
LCS
5
Levin Capital Strategies
New York
$85.8K 110,000 +110,000 New
Citadel Advisors
6
Citadel Advisors
Florida
$60K 76,927 +38,301 +99%
MC
7
Miramar Capital
Illinois
$54.5K 71,000 – –
Geode Capital Management
8
Geode Capital Management
Massachusetts
$45K 57,712 +2,946 +5%
Renaissance Technologies
9
Renaissance Technologies
New York
$24K 31,200 +3,972 +15%
JCP
10
JB Capital Partners
New York
$11.7K 15,000 – –
RPWA
11
Regent Peak Wealth Advisors
Georgia
$11.7K 15,000 – –
State Street
12
State Street
Massachusetts
$8.43K 10,803 -14,700 -58%
TRCT
13
Tower Research Capital (TRC)
New York
$5.79K 7,422 +4,899 +194%
Morgan Stanley
14
Morgan Stanley
New York
$5.46K 7,001 +7,001 New
UBS Group
15
UBS Group
Switzerland
$3.57K 4,574 +4,574 New
Wells Fargo
16
Wells Fargo
California
$53 68 +1 +1%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$27 34 +17 +100%
Mariner
18
Mariner
Kansas
– – -98,097 Closed
TSS
19
Two Sigma Securities
New York
– – -26,275 Closed
VF
20
Virtu Financial
New York
– – -13,930 Closed
Bank of America
21
Bank of America
North Carolina
– – -13 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –