XELB icon

Xcel Brands
XELB

Overview Fund Activity

17 hedge funds and large institutions have $2.65M invested in Xcel Brands in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
17
Holders Change
–
Holders Change %
0%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$45.5K
2
PCM
2
Perritt Capital Management
Illinois
$365K
3
UBS Group
3
UBS Group
Switzerland
$5.12K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$19.6K
5
CAS
5
Coppell Advisory Solutions
Texas
$73

Top Sellers

1
RPWA
1
Regent Peak Wealth Advisors
Georgia
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$37.4K
3
Wells Fargo
3
Wells Fargo
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
STA
1
Summit Trail Advisors
New York
$1.32M 2,242,593 – –
AIC
2
AWM Investment Company
New York
$454K 769,230 – –
PCM
3
Perritt Capital Management
Illinois
$365K 619,009 +12,151 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$269K 455,452 – –
LCS
5
Levin Capital Strategies
New York
$64.9K 110,000 – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$45.5K 77,022 +19,310 +33%
MC
7
Miramar Capital
Illinois
$41.9K 71,000 – –
Citadel Advisors
8
Citadel Advisors
Florida
$37.4K 63,306 -13,621 -18%
Renaissance Technologies
9
Renaissance Technologies
New York
$19.6K 33,148 +1,948 +6%
JCP
10
JB Capital Partners
New York
$8.85K 15,000 – –
State Street
11
State Street
Massachusetts
$6.37K 10,803 – –
UBS Group
12
UBS Group
Switzerland
$5.12K 8,671 +4,097 +90%
TRCT
13
Tower Research Capital (TRC)
New York
$4.4K 7,449 +27 +0.4%
Morgan Stanley
14
Morgan Stanley
New York
$4.13K 7,001 – –
CAS
15
Coppell Advisory Solutions
Texas
$73 124 +124 New
Bank of America
16
Bank of America
North Carolina
$60 102 +102 New
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$21 35 +1 +3%
RPWA
18
Regent Peak Wealth Advisors
Georgia
– – -15,000 Closed
Wells Fargo
19
Wells Fargo
California
– – -68 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –