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XHG

XChange TEC

3 hedge funds and large institutions have $21.8M invested in XChange TEC in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding

Funds holding: 13 (+2)

0% more ownership

Funds ownership: 0%0% (+0%)

15% less capital invested

Capital invested by funds: $25.7M → $21.8M (-$3.97M)

Holders
3
Holders Change
+2
Holders Change %
+200%
% of All Funds
0.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
AWS
AJ Wealth Strategies
New York
+$333K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.8M
SA
2
SAIF Advisors
Hong Kong
$10.8M +$16.7M +50 New
AWS
3
AJ Wealth Strategies
New York
$160K +$333K +1 New
Citadel Advisors
4
Citadel Advisors
Florida
$62K
GWM
5
Geneos Wealth Management
Colorado
$7K
Wells Fargo
6
Wells Fargo
California
$2K

XHG Hedge Fund Activity: Q4 2020 in Review

3 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in XChange TEC (XHG) for Q4 2020, worth a combined $21.8M — down 15% from $25.7M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new XHG positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was AJ Wealth Strategies, opening a new position worth an estimated $333K.

  • 3 institutional investors held XChange TEC (XHG) as of Q4 2020, up from 1 in Q3 2020.
  • Funds reported $21.8M of XChange TEC stock for Q4 2020, down 15% quarter-over-quarter.
  • 2 funds opened new XChange TEC positions in Q4 2020 and 0 closed out, a net change of +2 holders.
  • The largest XChange TEC buyer in Q4 2020 was AJ Wealth Strategies, an estimated $333K added.

Based on aggregated 13F filings for Q4 2020.