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Xcel Brands
XELB

18 hedge funds and large institutions have $3.3M invested in Xcel Brands in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

25% more capital invested

Capital invested by funds: $2.65M → $3.3M (+$653K)

6% more funds holding

Funds holding: 17 → 18 (+1)

0.03% less ownership

Funds ownership: 1.91% → 1.88% (-0.03%)

80% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 5

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$12.4K
2
PCM
Perritt Capital Management
Illinois
+$11.7K
3
RPWA
Regent Peak Wealth Advisors
Georgia
+$10.4K
4
TSS
Two Sigma Securities
New York
+$7.56K

Top Sellers

Rank Fund Capital Flow
1
LCS
Levin Capital Strategies
New York
-$41.7K
2
Citadel Advisors
Citadel Advisors
Florida
-$22.3K
3
Renaissance Technologies
Renaissance Technologies
New York
-$19.6K
4
UBS Group
UBS Group
Switzerland
-$5.12K
5
TRCT
Tower Research Capital (TRC)
New York
-$619
Name Holding Trade Value Shares
Change 		Change in
Stake
STA
1
Summit Trail Advisors
New York
$1.68M – – –
AIC
2
AWM Investment Company
New York
$575K – – –
PCM
3
Perritt Capital Management
Illinois
$476K +$11.7K +1,684 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$341K – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$57.1K -$515 -74 -1%
MC
6
Miramar Capital
Illinois
$53.1K – – –
LCS
7
Levin Capital Strategies
New York
$37.4K -$41.7K -6,000 -55%
Citadel Advisors
8
Citadel Advisors
Florida
$23.3K -$22.3K -3,213 -51%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$13.3K +$12.4K +1,779 New
JCP
10
JB Capital Partners
New York
$11.2K – – –
RPWA
11
Regent Peak Wealth Advisors
Georgia
$11.2K +$10.4K +1,500 New
TSS
12
Two Sigma Securities
New York
$8.13K +$7.56K +1,087 New
State Street
13
State Street
Massachusetts
$8.08K – – –
Morgan Stanley
14
Morgan Stanley
New York
$5.24K – – –
TRCT
15
Tower Research Capital (TRC)
New York
$4.91K -$619 -89 -12%
CAS
16
Coppell Advisory Solutions
Texas
$92 – – –
Bank of America
17
Bank of America
North Carolina
$73 – – –
JP Morgan Chase
18
JP Morgan Chase
New York
$25 -$7 -1 -25%
Renaissance Technologies
19
Renaissance Technologies
New York
– -$19.6K -3,315 Closed
UBS Group
20
UBS Group
Switzerland
– -$5.12K -867 Closed

XELB Hedge Fund Activity: Q3 2024 in Review

18 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Xcel Brands (XELB) for Q3 2024, worth a combined $3.3M — up 25% from $2.65M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new XELB positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 5 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $12.4K. The largest seller was Levin Capital Strategies, cutting an estimated $41.7K.

  • 18 institutional investors held Xcel Brands (XELB) as of Q3 2024, up from 17 in Q2 2024.
  • Funds reported $3.3M of Xcel Brands stock for Q3 2024, up 25% quarter-over-quarter.
  • 3 funds opened new Xcel Brands positions in Q3 2024 and 2 closed out, a net change of +1 holder.
  • The largest Xcel Brands buyer in Q3 2024 was Susquehanna International Group, an estimated $12.4K added.
  • The largest Xcel Brands seller in Q3 2024 was Levin Capital Strategies, an estimated $41.7K sold.

Based on aggregated 13F filings for Q3 2024.