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145 hedge funds and large institutions have $856M invested in XPEL in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 43 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $17.4M | Put options by funds: $9.01M

42% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 43

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4.21% more ownership

Funds ownership: 41.27%45.48% (+4.2%)

1% less capital invested

Capital invested by funds: $865M → $856M (-$8.39M)

6% less funds holding

Funds holding: 155145 (-10)

29% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 31

Holders
145
Holders Change
-10
Holders Change %
-6.45%
% of All Funds
2.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
22
Increased
61
Reduced
43
Closed
31
Calls
$17.4M
Puts
$9.01M
Net Calls
+$8.4M
Net Calls Change
-$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$168M +$36.2M +502,849 +26%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$98.6M +$17.5M +242,294 +20%
BlackRock
3
BlackRock
New York
$86.8M +$305K +4,227 +0.3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$73.8M +$7.57M +104,978 +11%
CC
5
Cowbird Capital
New York
$43.8M +$18.7M +259,008 +68%
BCM
6
Bares Capital Management
Texas
$38.2M +$14.1M +195,254 +54%
Ameriprise
7
Ameriprise
Minnesota
$31.4M +$11M +153,321 +50%
State Street
8
State Street
Massachusetts
$23M +$387K +5,373 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$21M +$690K +9,569 +3%
N
10
Nuveen
North Carolina
$17.4M +$3.9M +54,149 +27%
KLC
11
Kent Lake Capital
Nevada
$15.3M
Northern Trust
12
Northern Trust
Illinois
$12.4M -$109K -1,508 -0.8%
AFCM
13
Alta Fox Capital Management
Texas
$11.9M +$12.6M +174,441 New
ARS
14
Adirondack Retirement Specialists
New York
$10.5M +$627K +8,704 +6%
MOACM
15
Mutual of America Capital Management
New York
$8.88M +$3.2M +44,395 +52%
PAIM
16
Punch & Associates Investment Management
Minnesota
$8.74M
Charles Schwab
17
Charles Schwab
California
$8.16M +$167K +2,322 +2%
DCM
18
Driehaus Capital Management
Illinois
$7.64M -$14.2M -197,055 -64%
ICM
19
ISZO Capital Management
New York
$7.09M
SAM
20
Silvercrest Asset Management
New York
$7.01M +$39.6K +549 +0.5%
Morgan Stanley
21
Morgan Stanley
New York
$6.57M -$1.43M -19,792 -17%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$6.35M +$1.94M +26,872 +41%
MAM
23
Montanaro Asset Management
United Kingdom
$5.75M +$115K +1,600 +2%
Millennium Management
24
Millennium Management
New York
$5.67M +$1.92M +26,581 +47%
CS
25
Credit Suisse
Switzerland
$5.46M +$1.89M +26,172 +49%

XPEL Hedge Fund Activity: Q4 2021 in Review

145 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in XPEL (XPEL) for Q4 2021, worth a combined $856M — down 0.97% from $865M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of XPEL and 22 opened new positions — a net loss of 9 holders — while 43 trimmed existing stakes and 61 added.

The largest buyer was Wasatch Advisors, adding an estimated $36.2M. The largest seller was Driehaus Capital Management, cutting an estimated $14.2M.

  • 145 institutional investors held XPEL (XPEL) as of Q4 2021, down from 155 in Q3 2021.
  • Funds reported $856M of XPEL stock for Q4 2021, down 0.97% quarter-over-quarter.
  • 22 funds opened new XPEL positions in Q4 2021 and 31 closed out, a net change of -9 holders.
  • The largest XPEL buyer in Q4 2021 was Wasatch Advisors, an estimated $36.2M added.
  • The largest XPEL seller in Q4 2021 was Driehaus Capital Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2021.