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39 hedge funds and large institutions have $12.6M invested in XWELL in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 1 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 1

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

75% more call options, than puts

Call options by funds: $2.69M | Put options by funds: $1.53M

46% more capital invested

Capital invested by funds: $8.63M → $12.6M (+$3.94M)

26% more funds holding

Funds holding: 3139 (+8)

0.24% more ownership

Funds ownership: 0.32%0.56% (+0.24%)

Holders
39
Holders Change
+8
Holders Change %
+25.81%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
14
Reduced
1
Closed
10
Calls
$2.69M
Puts
$1.53M
Net Calls
+$1.16M
Net Calls Change
+$511K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$23K +$34.2K +971 New
Creative Planning
27
Creative Planning
Kansas
$20K +$9.87K +280 +49%
Victory Capital Management
28
Victory Capital Management
Texas
$18K +$8.74K +248 +47%
Charles Schwab
29
Charles Schwab
California
$13K
BCM
30
Bluefin Capital Management
New York
$13K +$19K +540 New
IA
31
IFP Advisors
Florida
$12K +$17.6K +500 New
NP
32
NorthRock Partners
Minnesota
$12K +$17.7K +502 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$7K
AF
34
Allworth Financial
California
$4K +$5.29K +150 New
IA
35
Inspire Advisors
Idaho
$4K +$5.29K +150 New
NFSG
36
Newbridge Financial Services Group
Florida
$1K
Osaic Holdings
37
Osaic Holdings
Arizona
$1K
Bank of America
38
Bank of America
North Carolina
$1K +$1.76K +50 New
UBS Group
39
UBS Group
Switzerland
$1K +$1.76K +50 New
CBT
40
Central Bank & Trust
Kentucky
-$85K -2,167 Closed
MFS
41
Mirabella Financial Services
United Kingdom
-$83K -2,113 Closed
ECM
42
ExodusPoint Capital Management
New York
-$39K -997 Closed
XS
43
XR Securities
Illinois
-$33K -833 Closed
CC
44
Courier Capital
New York
-$30K -800 Closed
HighTower Advisors
45
HighTower Advisors
Illinois
-$25K -654 Closed
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
-$25K -635 Closed
JP Morgan Chase
47
JP Morgan Chase
New York
-$12K -325 Closed
RFA
48
Reilly Financial Advisors
California
-$5K -125 Closed
QT
49
Quantbot Technologies
New York
-$2K -75 Closed
FWM
50
Focused Wealth Management
New York
+$353 +10 New

XWEL Hedge Fund Activity: Q4 2020 in Review

39 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in XWELL (XWEL) for Q4 2020, worth a combined $12.6M — up 46% from $8.63M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new XWEL positions and 10 closed out — a net gain of 8 holders — while 14 added to existing stakes and 1 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.83M. The largest seller was Susquehanna Fundamental Investments, cutting an estimated $110K.

  • 39 institutional investors held XWELL (XWEL) as of Q4 2020, up from 31 in Q3 2020.
  • Funds reported $12.6M of XWELL stock for Q4 2020, up 46% quarter-over-quarter.
  • 18 funds opened new XWELL positions in Q4 2020 and 10 closed out, a net change of +8 holders.
  • The largest XWELL buyer in Q4 2020 was Vanguard Group, an estimated $4.83M added.
  • The largest XWELL seller in Q4 2020 was Susquehanna Fundamental Investments, an estimated $110K sold.

Based on aggregated 13F filings for Q4 2020.