Xcel Brands
XELB
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, 8 increasing their positions, 1 reducing their positions, and 4 closing their positions.
700% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 1
0.74% more ownership
Funds ownership: 18.61% → 19.35% (+0.74%)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
11% less funds holding
Funds holding: 19 → 17 (-2)
38% less capital invested
Capital invested by funds: $5.66M → $3.49M (-$2.17M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIC
AWM Investment Company
New York
|
+$846K |
| 2 |
STA
Summit Trail Advisors
New York
|
+$605K |
| 3 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
+$160K |
| 4 |
LCS
Levin Capital Strategies
New York
|
+$121K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$100K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$127K |
| 2 |
TSS
Two Sigma Securities
New York
|
-$33.9K |
| 3 |
VF
Virtu Financial
New York
|
-$18K |
| 4 |
State Street
Boston,
Massachusetts
|
-$16.2K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$17 |
XELB Hedge Fund Activity: Q1 2024 in Review
17 of the 6,959 institutional investors tracked by Wall St. Rank reported a position in Xcel Brands (XELB) for Q1 2024, worth a combined $3.49M — down 38% from $5.66M a quarter earlier.
Fund positioning in XELB was balanced in Q1 2024: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 1 trimmed.
The largest buyer was AWM Investment Company, opening a new position worth an estimated $846K. The largest seller was Mariner, exiting entirely with an estimated $127K sold.
- 17 institutional investors held Xcel Brands (XELB) as of Q1 2024, down from 19 in Q4 2023.
- Funds reported $3.49M of Xcel Brands stock for Q1 2024, down 38% quarter-over-quarter.
- 4 funds opened new Xcel Brands positions in Q1 2024 and 4 closed out, a net change of 0 holders.
- The largest Xcel Brands buyer in Q1 2024 was AWM Investment Company, an estimated $846K added.
- The largest Xcel Brands seller in Q1 2024 was Mariner, an estimated $127K sold.
Based on aggregated 13F filings for Q1 2024.