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179 hedge funds and large institutions have $1.01B invested in XPEL in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

29% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 52

4% more funds holding

Funds holding: 172179 (+7)

1.76% more ownership

Funds ownership: 59.63%61.39% (+1.8%)

4% less capital invested

Capital invested by funds: $1.06B → $1.01B (-$47.5M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

85% less call options, than puts

Call options by funds: $2.13M | Put options by funds: $14.3M

Holders
179
Holders Change
+7
Holders Change %
+4.07%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
29
Increased
67
Reduced
52
Closed
20
Calls
$2.13M
Puts
$14.3M
Net Calls
-$12.1M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
26
Montanaro Asset Management
United Kingdom
$6.18M +$192K +3,000 +3%
MOACM
27
Mutual of America Capital Management
New York
$6M +$95.6K +1,496 +2%
Nordea Investment Management
28
Nordea Investment Management
Sweden
$5.31M +$5.57M +87,223 New
N
29
Nuveen
North Carolina
$5.04M -$4.32M -67,665 -45%
SEI Investments
30
SEI Investments
Pennsylvania
$4.3M -$354K -5,536 -7%
CS
31
Credit Suisse
Switzerland
$4.22M -$608K -9,525 -12%
Voloridge Investment Management
32
Voloridge Investment Management
Florida
$3.57M -$426K -6,666 -10%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$3.55M +$836K +13,084 +28%
VVP
34
Venture Visionary Partners
Ohio
$3.5M -$128K -2,000 -3%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$3.25M +$67.9K +1,063 +2%
AG
36
Algert Global
California
$3.24M +$1.85M +28,940 +116%
First Trust Advisors
37
First Trust Advisors
Illinois
$3.1M +$783K +12,252 +31%
RHJA
38
Rice Hall James & Associates
California
$2.88M -$125K -1,964 -4%
Legal & General Group
39
Legal & General Group
United Kingdom
$2.87M +$71.9K +1,125 +2%
AIA
40
Avalon Investment & Advisory
Texas
$2.84M -$38.8K -607 -1%
Swiss National Bank
41
Swiss National Bank
Switzerland
$2.8M +$70.3K +1,100 +2%
Ohio Public Employees Retirement System (OPERS)
42
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.72M -$524K -8,200 -15%
Bank of America
43
Bank of America
North Carolina
$2.4M +$1.86M +29,054 +266%
Invesco
44
Invesco
Georgia
$2.39M -$741K -11,596 -23%
Parallax Volatility Advisers
45
Parallax Volatility Advisers
California
$2.34M +$2.49M +38,908 New
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$2.18M
Goldman Sachs
47
Goldman Sachs
New York
$2.16M +$315K +4,936 +16%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.14M -$17.2K -270 -0.8%
RAM
49
Redmond Asset Management
Virginia
$2.03M
CWM
50
Cahill Wealth Management
Michigan
$1.96M -$132K -2,064 -8%

XPEL Hedge Fund Activity: Q4 2022 in Review

179 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in XPEL (XPEL) for Q4 2022, worth a combined $1.01B — down 4.5% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new XPEL positions and 20 closed out — a net gain of 9 holders — while 67 added to existing stakes and 52 trimmed.

The largest buyer was Heritage Wealth Management (Arizona), adding an estimated $17.2M. The largest seller was Ameriprise, cutting an estimated $7.16M.

  • 179 institutional investors held XPEL (XPEL) as of Q4 2022, up from 172 in Q3 2022.
  • Funds reported $1.01B of XPEL stock for Q4 2022, down 4.5% quarter-over-quarter.
  • 29 funds opened new XPEL positions in Q4 2022 and 20 closed out, a net change of +9 holders.
  • The largest XPEL buyer in Q4 2022 was Heritage Wealth Management (Arizona), an estimated $17.2M added.
  • The largest XPEL seller in Q4 2022 was Ameriprise, an estimated $7.16M sold.

Based on aggregated 13F filings for Q4 2022.