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XPEL
XPEL

Overview Fund Activity

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
Holders
184
Holders Change
-2
Holders Change %
-1.08%
% of All Funds
2.67%
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
-$6.47M
Net Calls Change
+$837K

Top Buyers

1
SIC
1
Schwartz Investment Counsel
Michigan
$18.9M
2
NTCM
2
Nine Ten Capital Management
Illinois
$24.8M
3
Capital World Investors
3
Capital World Investors
California
$56M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$7M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.31M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.5M
2
CC
2
Cowbird Capital
New York
$10.3M
3
BlackRock
3
BlackRock
New York
$191M
4
Squarepoint
4
Squarepoint
New York
$2.72M
5
EP
5
Edgestream Partners
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
176
BOK Financial
Oklahoma
$335 +$335 +6 New
AF
177
Allworth Financial
California
$325 – – –
AWM
178
Abound Wealth Management
Tennessee
$271 – – –
PFBT
179
Parkside Financial Bank & Trust
Missouri
$271 – – –
AWM
180
Avior Wealth Management
Nebraska
$216 +$216 +4 New
SIC
181
SJS Investment Consulting
Ohio
$163 – – –
JWA
182
JFS Wealth Advisors
Pennsylvania
$109 -$164 -3 -60%
EP
183
Edgestream Partners
New Jersey
– -$2.53M -46,893 Closed
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
– -$1.51M -27,954 Closed
CP
185
Cumberland Partners
Ontario, Canada
– -$1.48M -27,500 Closed
First Trust Advisors
186
First Trust Advisors
Illinois
– -$1.35M -25,070 Closed
RG
187
Renaissance Group
Kentucky
– -$1.33M -24,610 Closed
CC
188
Commons Capital
Massachusetts
– -$1.08M -20,140 Closed
National Bank of Canada
189
National Bank of Canada
Quebec, Canada
– -$705K -13,100 Closed
Mirae Asset Global Investments
190
Mirae Asset Global Investments
South Korea
– -$576K -10,703 Closed
State of Wisconsin Investment Board
191
State of Wisconsin Investment Board
Wisconsin
– -$490K -9,095 Closed
SG Americas Securities
192
SG Americas Securities
New York
– -$400K -7,421 Closed
SSA
193
Schonfeld Strategic Advisors
New York
– -$320K -5,940 Closed
WG
194
Winton Group
United Kingdom
– -$315K -5,846 Closed
AC
195
Aristides Capital
Kentucky
– -$247K -4,582 Closed
AA
196
ALPS Advisors
Colorado
– -$231K -4,295 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
197
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$215K -4,000 Closed
ECM
198
Everence Capital Management
Indiana
– -$211K -3,920 Closed
Walleye Capital
199
Walleye Capital
New York
– -$160K -2,970 Closed
EC
200
EntryPoint Capital
New York
– -$86.2K -1,600 Closed
5 6 7
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