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176 hedge funds and large institutions have $1.17B invested in XPEL in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $5.76M | Put options by funds: $3.39M

15% more capital invested

Capital invested by funds: $1.01B → $1.17B (+$156M)

0.95% more ownership

Funds ownership: 61.39%62.34% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 64

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

2% less funds holding

Funds holding: 179176 (-3)

Holders
176
Holders Change
-3
Holders Change %
-1.68%
% of All Funds
2.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
18
Increased
61
Reduced
64
Closed
19
Calls
$5.76M
Puts
$3.39M
Net Calls
+$2.37M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
151
Leonteq Securities AG
Switzerland
$14.8K -$1.27K -18 -8%
BAM
152
Belpointe Asset Management
Nevada
$10.9K +$1.91K +27 +20%
PA
153
Parallel Advisors
California
$10.7K
LWANC
154
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.2K
S
155
SignatureFD
Georgia
$6.86K
TAM
156
Tucker Asset Management
Colorado
$6.79K
TWA
157
TCI Wealth Advisors
Arizona
$6.25K
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$6K +$1.13K +16 +20%
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$5.1K
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$5.03K +$635 +9 +14%
VFA
161
Values First Advisors
Tennessee
$4.11K +$4.23K +60 New
PFBT
162
Parkside Financial Bank & Trust
Missouri
$2.85K
HCM
163
Hollencrest Capital Management
California
$2.45K +$2.54K +36 New
US Bancorp
164
US Bancorp
Minnesota
$2.17K +$494 +7 +28%
BAAM
165
Baker Avenue Asset Management
California
$1.22K
SC
166
Schubert & Co
Texas
$952 +$71 +1 +8%
FMII
167
Farmers & Merchants Investments Inc
Nebraska
$883
BIA
168
Bell Investment Advisors
California
$408 +$423 +6 New
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$340 +$353 +5 New
ECM
170
Everence Capital Management
Indiana
$266 +$277K +3,920 New
LC
171
Lindbrook Capital
California
$204
JWA
172
JFS Wealth Advisors
Pennsylvania
$136
DI
173
Disciplined Investments
Oklahoma
$68 -$71 -1 -50%
AIA
174
Avalon Investment & Advisory
Texas
-$2.84M -47,317 Closed
Parallax Volatility Advisers
175
Parallax Volatility Advisers
California
-$2.34M -38,908 Closed