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172 hedge funds and large institutions have $1.06B invested in XPEL in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 14

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

43% more capital invested

Capital invested by funds: $743M → $1.06B (+$316M)

41% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 44

19% more call options, than puts

Call options by funds: $4.96M | Put options by funds: $4.17M

18% more funds holding

Funds holding: 146172 (+26)

1.03% more ownership

Funds ownership: 58.6%59.63% (+1%)

Holders
172
Holders Change
+26
Holders Change %
+17.81%
% of All Funds
2.96%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
40
Increased
62
Reduced
44
Closed
14
Calls
$4.96M
Puts
$4.17M
Net Calls
+$786K
Net Calls Change
+$64K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$206M +$17.8M +273,640 +9%
WA
2
Wasatch Advisors
Utah
$159M -$32.9M -507,222 -17%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$92.1M +$2.77M +42,614 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$85.3M +$4.88M +75,193 +6%
BCM
5
Bares Capital Management
Texas
$49.1M -$15.6M -240,802 -24%
State Street
6
State Street
Massachusetts
$40.8M +$4.25M +65,502 +12%
CC
7
Cowbird Capital
New York
$31.5M -$13.4M -207,009 -30%
Ameriprise
8
Ameriprise
Minnesota
$31.4M -$5.34M -82,305 -14%
Morgan Stanley
9
Morgan Stanley
New York
$28.5M +$17.4M +267,364 +153%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$24.1M +$2.12M +32,668 +10%
Capital International Investors
11
Capital International Investors
California
$19.6M -$7.26M -111,858 -27%
HWMA
12
Heritage Wealth Management (Arizona)
Arizona
$17.4M +$17.2M +264,918 +5,887%
Northern Trust
13
Northern Trust
Illinois
$13.7M +$411K +6,333 +3%
DCM
14
Driehaus Capital Management
Illinois
$13.4M +$13.5M +208,280 New
KLC
15
Kent Lake Capital
Nevada
$12.2M
ARS
16
Adirondack Retirement Specialists
New York
$12.2M -$680K -10,471 -5%
CAM
17
Cresset Asset Management
Illinois
$12M +$12.1M +186,595 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$11.4M +$1.76M +27,066 +18%
N
19
Nuveen
North Carolina
$9.77M +$5.74M +88,412 +140%
SAM
20
Silvercrest Asset Management
New York
$9.53M -$686K -10,566 -7%
Charles Schwab
21
Charles Schwab
California
$9.51M +$1.28M +19,647 +15%
PM
22
Pembroke Management
Quebec, Canada
$9.29M -$354K -5,448 -4%
Principal Financial Group
23
Principal Financial Group
Iowa
$7.86M +$1.12M +17,170 +16%
PAIM
24
Punch & Associates Investment Management
Minnesota
$7.62M +$974 +15 +0%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$6.97M -$1.18M -18,137 -14%

XPEL Hedge Fund Activity: Q3 2022 in Review

172 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in XPEL (XPEL) for Q3 2022, worth a combined $1.06B — up 43% from $743M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new XPEL positions and 14 closed out — a net gain of 26 holders — while 62 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock, adding an estimated $17.8M. The largest seller was Wasatch Advisors, cutting an estimated $32.9M.

  • 172 institutional investors held XPEL (XPEL) as of Q3 2022, up from 146 in Q2 2022.
  • Funds reported $1.06B of XPEL stock for Q3 2022, up 43% quarter-over-quarter.
  • 40 funds opened new XPEL positions in Q3 2022 and 14 closed out, a net change of +26 holders.
  • The largest XPEL buyer in Q3 2022 was BlackRock, an estimated $17.8M added.
  • The largest XPEL seller in Q3 2022 was Wasatch Advisors, an estimated $32.9M sold.

Based on aggregated 13F filings for Q3 2022.