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Xcel Brands
XELB

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.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

0% more funds holding

Funds holding: 17 → 17 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.02% less ownership

Funds ownership: 1.93% → 1.91% (-0.02%)

24% less capital invested

Capital invested by funds: $3.49M → $2.65M (-$845K)

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

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
+$13.8K
2
PCM
Perritt Capital Management
Illinois
+$8.71K
3
UBS Group
UBS Group
Switzerland
+$2.94K
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.4K
5
Bank of America
Bank of America
North Carolina
+$72

Top Sellers

Rank Fund Capital Flow
1
RPWA
Regent Peak Wealth Advisors
Georgia
-$11.7K
2
Citadel Advisors
Citadel Advisors
Florida
-$9.76K
3
Wells Fargo
Wells Fargo
California
-$53
Name Holding Trade Value Shares
Change 		Change in
Stake
STA
1
Summit Trail Advisors
New York
$1.32M – – –
AIC
2
AWM Investment Company
New York
$454K – – –
PCM
3
Perritt Capital Management
Illinois
$365K +$8.71K +1,215 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$269K – – –
LCS
5
Levin Capital Strategies
New York
$64.9K – – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$45.5K +$13.8K +1,931 +33%
MC
7
Miramar Capital
Illinois
$41.9K – – –
Citadel Advisors
8
Citadel Advisors
Florida
$37.4K -$9.76K -1,362 -18%
Renaissance Technologies
9
Renaissance Technologies
New York
$19.6K +$1.4K +195 +6%
JCP
10
JB Capital Partners
New York
$8.85K – – –
State Street
11
State Street
Massachusetts
$6.37K – – –
UBS Group
12
UBS Group
Switzerland
$5.12K +$2.94K +410 +90%
TRCT
13
Tower Research Capital (TRC)
New York
$4.39K +$21 +3 +0.4%
Morgan Stanley
14
Morgan Stanley
New York
$4.13K – – –
CAS
15
Coppell Advisory Solutions
Texas
$73 +$86 +12 New
Bank of America
16
Bank of America
North Carolina
$60 +$72 +10 New
JP Morgan Chase
17
JP Morgan Chase
New York
$21 +$7 +1 +33%
RPWA
18
Regent Peak Wealth Advisors
Georgia
– -$11.7K -1,500 Closed
Wells Fargo
19
Wells Fargo
California
– -$53 -7 Closed

XELB Hedge Fund Activity: Q2 2024 in Review

17 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Xcel Brands (XELB) for Q2 2024, worth a combined $2.65M — down 24% from $3.49M a quarter earlier.

Fund positioning in XELB was balanced in Q2 2024: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 1 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $13.8K. The largest seller was Regent Peak Wealth Advisors, exiting entirely with an estimated $11.7K sold.

  • 17 institutional investors held Xcel Brands (XELB) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $2.65M of Xcel Brands stock for Q2 2024, down 24% quarter-over-quarter.
  • 2 funds opened new Xcel Brands positions in Q2 2024 and 2 closed out, a net change of 0 holders.
  • The largest Xcel Brands buyer in Q2 2024 was Geode Capital Management, an estimated $13.8K added.
  • The largest Xcel Brands seller in Q2 2024 was Regent Peak Wealth Advisors, an estimated $11.7K sold.

Based on aggregated 13F filings for Q2 2024.