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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.

New
Increased
Maintained
Reduced
Closed

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: 180185 (+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: 43 (-1)

Holders
185
Holders Change
+5
Holders Change %
+2.78%
% of All Funds
2.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
29
Increased
74
Reduced
50
Closed
24
Calls
$5.99M
Puts
$2.42M
Net Calls
+$3.57M
Net Calls Change
+$3.97M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$262M +$10.1M +126,197 +4%
WA
2
Wasatch Advisors
Utah
$222M +$6.5M +80,933 +3%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$123M -$478K -5,945 -0.4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$113M +$3.64M +45,304 +3%
State Street
5
State Street
Massachusetts
$57.5M +$3.96M +49,220 +7%
Capital World Investors
6
Capital World Investors
California
$51.7M +$35.3M +438,826 +190%
BCM
7
Bares Capital Management
Texas
$49.6M -$86.6K -1,077 -0.2%
Brown Advisory
8
Brown Advisory
Maryland
$41.5M -$9.08K -113 -0%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$35.8M +$2.59M +32,254 +7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$25.5M +$5.15M +64,108 +24%
Morgan Stanley
11
Morgan Stanley
New York
$25M -$9.61M -119,555 -27%
CC
12
Cowbird Capital
New York
$24.4M -$8.6M -107,047 -25%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$23.5M +$929K +11,557 +4%
DCM
14
Driehaus Capital Management
Illinois
$19.8M -$46.6K -580 -0.2%
Capital International Investors
15
Capital International Investors
California
$18.4M
Northern Trust
16
Northern Trust
Illinois
$18.1M +$571K +7,101 +3%
SAM
17
Silvercrest Asset Management
New York
$17.6M +$468K +5,829 +3%
Charles Schwab
18
Charles Schwab
California
$13.3M +$1.2M +14,983 +10%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$12.8M +$13.3M +165,735 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$12.7M -$42K -523 -0.3%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$12.5M -$370K -4,602 -3%
PAIM
22
Punch & Associates Investment Management
Minnesota
$9.19M
PM
23
Pembroke Management
Quebec, Canada
$9.12M -$897K -11,162 -9%
Principal Financial Group
24
Principal Financial Group
Iowa
$9.04M +$242K +3,013 +3%
MAM
25
Montanaro Asset Management
United Kingdom
$8.86M +$402K +5,000 +5%

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.