XPEL
XPEL
185 hedge funds and large institutions have $1.43B invested in XPEL in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 50 reducing their positions, and 24 closing their positions.
148% more call options, than puts
Call options by funds: $5.99M | Put options by funds: $2.42M
48% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 50
21% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 24
3% more funds holding
Funds holding: 180 → 185 (+5)
2.4% more ownership
Funds ownership: 64.78% → 67.18% (+2.4%)
5% less capital invested
Capital invested by funds: $1.5B → $1.43B (-$71.8M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$35.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.3M |
| 3 |
BlackRock
New York
|
+$10.1M |
| 4 |
PAM
PineStone Asset Management
Montreal,
Quebec, Canada
|
+$7.55M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$6.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.2M |
| 2 |
NCG
Newport Capital Group
Red Bank,
New Jersey
|
-$10.8M |
| 3 |
Morgan Stanley
New York
|
-$9.61M |
| 4 |
CC
Cowbird Capital
New York
|
-$8.6M |
| 5 |
MOACM
Mutual of America Capital Management
New York
|
-$2.81M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Belvedere Trading
Chicago,
Illinois
| – | -$28.8K | -342 | Closed |
|
|
LSA
202
Leonteq Securities AG
Zurich,
Switzerland
| – | -$11.6K | -138 | Closed |
|
|
VF
203
VitalStone Financial
Shavano Park,
Texas
| – | -$5.63K | -70 | -97% |
|
|
2L
204
25 LLC
St. Louis,
Missouri
| – | -$586 | -7 | Closed |
|
|
VCM
205
Versant Capital Management
Phoenix,
Arizona
| – | -$590 | -7 | Closed |
|
|
SWM
206
Spire Wealth Management
Mclean,
Virginia
| – | -$505 | -6 | Closed |
|
|
LC
207
Lindbrook Capital
Calabasas,
California
| – | -$241 | -3 | Closed |
|
|
C
208
Covestor
London,
United Kingdom
| – | -$80 | -1 | -17% |
|
|
DI
209
Disciplined Investments
Tulsa,
Oklahoma
| – | -$84 | -1 | Closed |
|
|
SFG
210
Steward Financial Group
Colleyville,
Texas
| – | +$804 | +10 | New |
|
XPEL Hedge Fund Activity: Q3 2023 in Review
185 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in XPEL (XPEL) for Q3 2023, worth a combined $1.43B — down 4.8% from $1.5B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new XPEL positions and 24 closed out — a net gain of 5 holders — while 74 added to existing stakes and 50 trimmed.
The largest buyer was Capital World Investors, adding an estimated $35.3M. The largest seller was Ameriprise, cutting an estimated $13.2M.
- 185 institutional investors held XPEL (XPEL) as of Q3 2023, up from 180 in Q2 2023.
- Funds reported $1.43B of XPEL stock for Q3 2023, down 4.8% quarter-over-quarter.
- 29 funds opened new XPEL positions in Q3 2023 and 24 closed out, a net change of +5 holders.
- The largest XPEL buyer in Q3 2023 was Capital World Investors, an estimated $35.3M added.
- The largest XPEL seller in Q3 2023 was Ameriprise, an estimated $13.2M sold.
Based on aggregated 13F filings for Q3 2023.