XWELL
XWEL
31 hedge funds and large institutions have $7.95M invested in XWELL in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 6 closing their positions.
2,802% more capital invested
Capital invested by funds: $274K → $7.95M (+$7.68M)
250% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 6
94% more funds holding
Funds holding: 16 → 31 (+15)
76% more call options, than puts
Call options by funds: $555K | Put options by funds: $315K
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
0.1% more ownership
Funds ownership: 0.06% → 0.17% (+0.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.02M |
| 2 |
BlackRock
New York
|
+$876K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$464K |
| 4 |
Millennium Management
New York
|
+$414K |
| 5 |
SFI
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
|
+$380K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$140K |
| 2 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$98K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$27.8K |
| 4 |
HP
Harbourvest Partners
Boston,
Massachusetts
|
-$20K |
| 5 |
AFM
Anson Funds Management
Dallas,
Texas
|
-$19K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $1K | +$368 | +7 | New |
|
|
TCM
27
Tradewinds Capital Management
Bellingham,
Washington
| $1K | +$525 | +10 | New |
|
|
RFA
28
Reilly Financial Advisors
La Mesa,
California
| $1K | +$788 | +15 | New |
|
|
PIMG
29
Patriot Investment Management Group
Knoxville,
Tennessee
| $435 | +$263 | +5 | New |
|
|
CA
30
Clearstead Advisors
Cleveland,
Ohio
| – | -$98K | -8,381 | Closed |
|
|
HP
31
Harbourvest Partners
Boston,
Massachusetts
| – | -$20K | -1,715 | Closed |
|
|
AFM
32
Anson Funds Management
Dallas,
Texas
| – | -$19K | -1,599 | Closed |
|
33
Renaissance Technologies
New York
| – | -$9K | -775 | Closed |
|
|
PTP
34
Platform Technology Partners
New York
| – | -$3K | -226 | Closed |
|
35
Bank of America
Charlotte,
North Carolina
| – | -$8.03K | -153 | -99% |
|
XWEL Hedge Fund Activity: Q2 2020 in Review
31 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in XWELL (XWEL) for Q2 2020, worth a combined $7.95M — up 2,802% from $274K a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new XWEL positions and 6 closed out — a net gain of 15 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Vanguard Group, opening a new position worth an estimated $1.02M. The largest seller was Citadel Advisors, cutting an estimated $140K.
- 31 institutional investors held XWELL (XWEL) as of Q2 2020, up from 16 in Q1 2020.
- Funds reported $7.95M of XWELL stock for Q2 2020, up 2,802% quarter-over-quarter.
- 21 funds opened new XWELL positions in Q2 2020 and 6 closed out, a net change of +15 holders.
- The largest XWELL buyer in Q2 2020 was Vanguard Group, an estimated $1.02M added.
- The largest XWELL seller in Q2 2020 was Citadel Advisors, an estimated $140K sold.
Based on aggregated 13F filings for Q2 2020.