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XPEL
XPEL

Overview Fund Activity

186 hedge funds and large institutions have $986M invested in XPEL in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 60 increasing their positions, 58 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.73%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
60
Reduced
58
Closed
36
Calls
$3.56M
Puts
$10.9M
Net Calls
-$7.3M
Net Calls Change
-$10.9M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$195M
2
Morgan Stanley
2
Morgan Stanley
New York
$37.3M
3
NTCM
3
Nine Ten Capital Management
Illinois
$15.6M
4
Capital World Investors
4
Capital World Investors
California
$48.7M
5
BlackRock
5
BlackRock
New York
$194M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$0
2
DCM
2
Driehaus Capital Management
Illinois
$0
3
SAM
3
Silvercrest Asset Management
New York
$0
4
Brown Advisory
4
Brown Advisory
Maryland
$15.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
176
Allworth Financial
California
$324 +$324 +6 New
PFBT
177
Parkside Financial Bank & Trust
Missouri
$270 -$2K -37 -88%
JWA
178
JFS Wealth Advisors
Pennsylvania
$270 -$108 -2 -29%
AWM
179
Abound Wealth Management
Tennessee
$270 +$108 +2 +67%
MPWT
180
MassMutual Private Wealth & Trust
Connecticut
$269 +$269 +5 New
SIC
181
SJS Investment Consulting
Ohio
$162 -$54 -1 -25%
AF
182
Advisornet Financial
Minnesota
$54 -$54 -1 -50%
DPW
183
DiNuzzo Private Wealth
Pennsylvania
$54 +$54 +1 New
BCMIO
184
Beacon Capital Management Inc (Ohio)
Ohio
$2 -$2 – –
Neuberger Berman Group
185
Neuberger Berman Group
New York
– -$123M -1,598,905 Closed
DCM
186
Driehaus Capital Management
Illinois
– -$19.8M -256,139 Closed
SAM
187
Silvercrest Asset Management
New York
– -$17.6M -228,169 Closed
Fidelity Investments
188
Fidelity Investments
Massachusetts
– -$12.8M -165,735 Closed
PM
189
Pembroke Management
Quebec, Canada
– -$9.12M -118,270 Closed
MAM
190
Montanaro Asset Management
United Kingdom
– -$8.86M -114,850 Closed
Mawer Investment Management
191
Mawer Investment Management
Alberta, Canada
– -$3.35M -43,419 Closed
CM
192
Churchill Management
California
– -$2.55M -33,079 Closed
AI
193
Axiom Investors
Connecticut
– -$866K -11,225 Closed
VIM
194
Vancity Investment Management
British Columbia, Canada
– -$650K -8,429 Closed
Teacher Retirement System of Texas
195
Teacher Retirement System of Texas
Texas
– -$500K -6,488 Closed
AQR Capital Management
196
AQR Capital Management
Connecticut
– -$478K -6,205 Closed
RC
197
Roundview Capital
New Jersey
– -$475K -6,159 Closed
PTC
198
Petrus Trust Company
Texas
– -$406K -5,271 Closed
RA
199
Royce & Associates
New York
– -$393K -5,100 Closed
CIM
200
Chiron Investment Management
New York
– -$385K -4,999 Closed
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