XPEL icon

XPEL
XPEL

Overview Fund Activity

175 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, 63 reducing their positions, and 19 closing their positions.

Holders
175
Holders Change
-3
Holders Change %
-1.69%
% 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
63
Closed
19
Calls
$5.76M
Puts
$3.39M
Net Calls
+$2.37M
Net Calls Change
+$14.5M

Top Buyers

1
Brown Advisory
1
Brown Advisory
Maryland
$36.6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$17.2M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$11M
4
NCG
4
Newport Capital Group
New Jersey
$10.8M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$112M

Top Sellers

1
KLC
1
Kent Lake Capital
Nevada
$3.4M
2
CAM
2
Cresset Asset Management
Illinois
$6.79M
3
Ameriprise
3
Ameriprise
Minnesota
$20M
4
ARS
4
Adirondack Retirement Specialists
New York
$7.87M
5
Capital International Investors
5
Capital International Investors
California
$16.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
151
Belpointe Asset Management
Nevada
$10.9K 160 +27 +20%
PA
152
Parallel Advisors
California
$10.7K 158 – –
LWANC
153
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.2K 150 – –
S
154
SignatureFD
Georgia
$6.86K 101 – –
TAM
155
Tucker Asset Management
Colorado
$6.8K 100 – –
TWA
156
TCI Wealth Advisors
Arizona
$6.25K 92 – –
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$6K 95 +16 +20%
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$5.1K 75 – –
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$5.03K 74 +9 +14%
VFA
160
Values First Advisors
Tennessee
$4.11K 60 +60 New
PFBT
161
Parkside Financial Bank & Trust
Missouri
$2.85K 42 – –
HCM
162
Hollencrest Capital Management
California
$2.45K 36 +36 New
US Bancorp
163
US Bancorp
Minnesota
$2.17K 32 +7 +28%
BAAM
164
Baker Avenue Asset Management
California
$1.22K 18 – –
SC
165
Schubert & Co
Texas
$952 14 +1 +8%
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$883 13 – –
BIA
167
Bell Investment Advisors
California
$408 6 +6 New
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$340 5 +5 New
ECM
169
Everence Capital Management
Indiana
$266 3,920 +3,920 New
LC
170
Lindbrook Capital
California
$204 3 – –
JWA
171
JFS Wealth Advisors
Pennsylvania
$136 2 – –
DI
172
Disciplined Investments
Oklahoma
$68 1 -1 -50%
AIA
173
Avalon Investment & Advisory
Texas
– – -47,317 Closed
Parallax Volatility Advisers
174
Parallax Volatility Advisers
California
– – -38,908 Closed
AFCM
175
Alta Fox Capital Management
Texas
– – -18,874 Closed
4 5 6
7
8