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XPEL
XPEL

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

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

2.23% more ownership

Funds ownership: 66.25% → 68.48% (+2.2%)

4% more capital invested

Capital invested by funds: $986M → $1.02B (+$36.9M)

6% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 62

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

1% less funds holding

Funds holding: 186 → 184 (-2)

50% less call options, than puts

Call options by funds: $6.34M | Put options by funds: $12.8M

Holders
184
Holders Change
-2
Holders Change %
-1.08%
% of All Funds
2.65%
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
-$6.46M
Net Calls Change
+$837K

Top Buyers

1
SIC
Schwartz Investment Counsel
Michigan
+$18.3M
2
NTCM
Nine Ten Capital Management
Illinois
+$8.88M
3
Capital World Investors
Capital World Investors
California
+$6.98M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$6.79M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$6.09M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$20.3M
2
CC
Cowbird Capital
New York
-$10.5M
3
BlackRock
BlackRock
New York
-$3.77M
4
Squarepoint
Squarepoint
New York
-$2.55M
5
EP
Edgestream Partners
New Jersey
-$2.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1
Wasatch Advisors
Utah
$199M +$3.38M +64,577 +2%
BlackRock
2
BlackRock
New York
$191M -$3.77M -72,024 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$80.9M +$1.16M +22,180 +2%
Capital World Investors
4
Capital World Investors
California
$56M +$6.98M +133,182 +15%
State Street
5
State Street
Massachusetts
$43.3M +$1.28M +24,448 +3%
BCM
6
Bares Capital Management
Texas
$39.2M – – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$27M +$658K +12,569 +3%
NTCM
8
Nine Ten Capital Management
Illinois
$24.8M +$8.88M +169,513 +58%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$19.3M -$971K -18,541 -5%
SIC
10
Schwartz Investment Counsel
Michigan
$18.9M +$18.3M +350,000 New
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$17M +$1.9M +36,268 +13%
Morgan Stanley
12
Morgan Stanley
New York
$16.5M -$20.3M -387,923 -56%
Brown Advisory
13
Brown Advisory
Maryland
$15.7M -$35.1K -670 -0.2%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$14.7M +$2.78M +53,101 +24%
Capital International Investors
15
Capital International Investors
California
$12.9M – – –
Northern Trust
16
Northern Trust
Illinois
$12M -$321K -6,134 -3%
CC
17
Cowbird Capital
New York
$10.3M -$10.5M -200,633 -51%
Charles Schwab
18
Charles Schwab
California
$9.75M +$355K +6,786 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
19
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.31M +$6.09M +116,185 +207%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$8.35M -$507K -9,687 -6%
SEI Investments
21
SEI Investments
Pennsylvania
$7.35M +$646K +12,325 +10%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$7M +$6.79M +129,588 New
PAIM
23
Punch & Associates Investment Management
Minnesota
$6.37M -$61K -1,165 -1%
Principal Financial Group
24
Principal Financial Group
Iowa
$6.3M +$77.9K +1,487 +1%
CAM
25
Cresset Asset Management
Illinois
$5.7M +$2.19M +41,864 +66%
1
2 3 4 5

XPEL Hedge Fund Activity: Q1 2024 in Review

184 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in XPEL (XPEL) for Q1 2024, worth a combined $1.02B — up 3.7% from $986M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of XPEL and 28 opened new positions — a net loss of 2 holders — while 62 trimmed existing stakes and 58 added.

The largest buyer was Schwartz Investment Counsel, opening a new position worth an estimated $18.3M. The largest seller was Morgan Stanley, cutting an estimated $20.3M.

  • 184 institutional investors held XPEL (XPEL) as of Q1 2024, down from 186 in Q4 2023.
  • Funds reported $1.02B of XPEL stock for Q1 2024, up 3.7% quarter-over-quarter.
  • 28 funds opened new XPEL positions in Q1 2024 and 30 closed out, a net change of -2 holders.
  • The largest XPEL buyer in Q1 2024 was Schwartz Investment Counsel, an estimated $18.3M added.
  • The largest XPEL seller in Q1 2024 was Morgan Stanley, an estimated $20.3M sold.

Based on aggregated 13F filings for Q1 2024.