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XPEL
XPEL

184 hedge funds and large institutions have $1.02B invested in XPEL in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

2.23% more ownership

Funds ownership: 66.25% → 68.48% (+2.2%)

4% more capital invested

Capital invested by funds: $986M → $1.02B (+$36.9M)

6% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 62

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

1% less funds holding

Funds holding: 186 → 184 (-2)

50% less call options, than puts

Call options by funds: $6.34M | Put options by funds: $12.8M

Holders
184
Holders Change
-2
Holders Change %
-1.08%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
28
Increased
58
Reduced
62
Closed
30
Calls
$6.34M
Puts
$12.8M
Net Calls
-$6.46M
Net Calls Change
+$837K

Top Buyers

1
SIC
Schwartz Investment Counsel
Michigan
+$18.3M
2
NTCM
Nine Ten Capital Management
Illinois
+$8.88M
3
Capital World Investors
Capital World Investors
California
+$6.98M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$6.79M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$6.09M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$20.3M
2
CC
Cowbird Capital
New York
-$10.5M
3
BlackRock
BlackRock
New York
-$3.77M
4
Squarepoint
Squarepoint
New York
-$2.55M
5
EP
Edgestream Partners
New Jersey
-$2.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIC
26
GFI Investment Counsel
Ontario, Canada
$5.62M – – –
N
27
Nuveen
North Carolina
$4.88M +$4.98K +95 +0.1%
Citadel Advisors
28
Citadel Advisors
Florida
$4.53M +$2.82M +53,808 +179%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$4.48M +$1.03M +19,705 +31%
HWMA
30
Heritage Wealth Management (Arizona)
Arizona
$4.42M – – –
PAM
31
PineStone Asset Management
Quebec, Canada
$4.17M +$559K +10,672 +16%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$4.03M -$22.4K -427 -0.6%
VVP
33
Venture Visionary Partners
Ohio
$3.85M – – –
MOACM
34
Mutual of America Capital Management
New York
$3.8M +$1.18M +22,485 +47%
CCS
35
Concentric Capital Strategies
Connecticut
$3.37M +$3.27M +62,473 New
Legal & General Group
36
Legal & General Group
United Kingdom
$3.3M +$4.19K +80 +0.1%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$3.27M -$14.1K -269 -0.4%
KLC
38
Kent Lake Capital
Nevada
$3.24M – – –
TGCMU
39
Titan Global Capital Management USA
New York
$3.24M -$131K -2,495 -4%
Ohio Public Employees Retirement System (OPERS)
40
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.2M -$276K -5,260 -8%
Ameriprise
41
Ameriprise
Minnesota
$3.2M -$162K -3,087 -5%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$3.1M +$3M +57,295 New
Barclays
43
Barclays
United Kingdom
$2.97M +$1.02M +19,535 +55%
Polen Capital Management
44
Polen Capital Management
Florida
$2.73M -$344K -6,574 -12%
Squarepoint
45
Squarepoint
New York
$2.72M -$2.55M -48,658 -49%
Invesco
46
Invesco
Georgia
$2.67M +$253K +4,830 +11%
LIC
47
Laurus Investment Counsel
Canada
$2.63M +$1.88M +35,930 New
CFM
48
Crawford Fund Management
Massachusetts
$2.54M +$2.11M +40,297 +593%
RHJA
49
Rice Hall James & Associates
California
$2.46M +$3.82K +73 +0.2%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.39M – – –
1
2
3 4 5

XPEL Hedge Fund Activity: Q1 2024 in Review

184 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in XPEL (XPEL) for Q1 2024, worth a combined $1.02B — up 3.7% from $986M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of XPEL and 28 opened new positions — a net loss of 2 holders — while 62 trimmed existing stakes and 58 added.

The largest buyer was Schwartz Investment Counsel, opening a new position worth an estimated $18.3M. The largest seller was Morgan Stanley, cutting an estimated $20.3M.

  • 184 institutional investors held XPEL (XPEL) as of Q1 2024, down from 186 in Q4 2023.
  • Funds reported $1.02B of XPEL stock for Q1 2024, up 3.7% quarter-over-quarter.
  • 28 funds opened new XPEL positions in Q1 2024 and 30 closed out, a net change of -2 holders.
  • The largest XPEL buyer in Q1 2024 was Schwartz Investment Counsel, an estimated $18.3M added.
  • The largest XPEL seller in Q1 2024 was Morgan Stanley, an estimated $20.3M sold.

Based on aggregated 13F filings for Q1 2024.