We are live on ! Find out more
XELB icon

Xcel Brands
XELB

19 hedge funds and large institutions have $2.42M invested in Xcel Brands in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

6% more funds holding

Funds holding: 18 → 19 (+1)

0.13% more ownership

Funds ownership: 1.88% → 2.01% (+0.13%)

27% less capital invested

Capital invested by funds: $3.3M → $2.42M (-$884K)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% 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
1
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
STA
Summit Trail Advisors
New York
+$145K
2
CCM
Corsair Capital Management
New York
+$102K
3
VF
Virtu Financial
New York
+$25.5K
4
XT
XTX Topco
Cayman Islands
+$7.62K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$23.3K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$13.3K
3
PCM
Perritt Capital Management
Illinois
-$13.1K
4
TSS
Two Sigma Securities
New York
-$8.13K
5
TRCT
Tower Research Capital (TRC)
New York
-$547
Name Holding Trade Value Shares
Change 		Change in
Stake
STA
1
Summit Trail Advisors
New York
$1.25M +$145K +21,000 +9%
AIC
2
AWM Investment Company
New York
$392K – – –
PCM
3
Perritt Capital Management
Illinois
$317K -$13.1K -1,900 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$232K – – –
CCM
5
Corsair Capital Management
New York
$76.2K +$102K +14,802 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$38.8K – – –
MC
7
Miramar Capital
Illinois
$36.6K – – –
LCS
8
Levin Capital Strategies
New York
$25.4K – – –
VF
9
Virtu Financial
New York
$19K +$25.5K +3,686 New
JCP
10
JB Capital Partners
New York
$7.65K – – –
RPWA
11
Regent Peak Wealth Advisors
Georgia
$7.63K – – –
XT
12
XTX Topco
Cayman Islands
$5.61K +$7.62K +1,102 New
State Street
13
State Street
Massachusetts
$5.5K – – –
Morgan Stanley
14
Morgan Stanley
New York
$3.61K – – –
TRCT
15
Tower Research Capital (TRC)
New York
$2.97K -$547 -79 -12%
CAS
16
Coppell Advisory Solutions
Texas
$66 – – –
Bank of America
17
Bank of America
North Carolina
$50 – – –
JP Morgan Chase
18
JP Morgan Chase
New York
$16 – – –
SS
19
SBI Securities
Japan
$3 +$7 +1 New
Citadel Advisors
20
Citadel Advisors
Florida
– -$23.3K -3,118 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
– -$13.3K -1,779 Closed
TSS
22
Two Sigma Securities
New York
– -$8.13K -1,087 Closed

XELB Hedge Fund Activity: Q4 2024 in Review

19 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Xcel Brands (XELB) for Q4 2024, worth a combined $2.42M — down 27% from $3.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new XELB positions and 3 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.

The largest buyer was Summit Trail Advisors, adding an estimated $145K. The largest seller was Citadel Advisors, exiting entirely with an estimated $23.3K sold.

  • 19 institutional investors held Xcel Brands (XELB) as of Q4 2024, up from 18 in Q3 2024.
  • Funds reported $2.42M of Xcel Brands stock for Q4 2024, down 27% quarter-over-quarter.
  • 4 funds opened new Xcel Brands positions in Q4 2024 and 3 closed out, a net change of +1 holder.
  • The largest Xcel Brands buyer in Q4 2024 was Summit Trail Advisors, an estimated $145K added.
  • The largest Xcel Brands seller in Q4 2024 was Citadel Advisors, an estimated $23.3K sold.

Based on aggregated 13F filings for Q4 2024.