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48 hedge funds and large institutions have $17M invested in XWELL in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $9.41M | Put options by funds: $3.73M

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

35% more capital invested

Capital invested by funds: $12.6M → $17M (+$4.37M)

23% more funds holding

Funds holding: 3948 (+9)

0.07% less ownership

Funds ownership: 0.56%0.49% (-0.07%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
48
Holders Change
+9
Holders Change %
+23.08%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
14
Reduced
9
Closed
11
Calls
$9.41M
Puts
$3.73M
Net Calls
+$5.68M
Net Calls Change
+$4.53M
Name Holding Trade Value Shares
Change
Change in
Stake
LP
26
LMR Partners
United Kingdom
$46K +$47.9K +1,254 New
EGM
27
Engineers Gate Manager
New York
$33K +$34K +890 New
Creative Planning
28
Creative Planning
Kansas
$30K -$1.22K -32 -4%
Wells Fargo
29
Wells Fargo
California
$29K -$165K -4,304 -85%
Victory Capital Management
30
Victory Capital Management
Texas
$28K -$879 -23 -3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$24K +$25.2K +660 New
NP
32
NorthRock Partners
Minnesota
$19K +$115 +3 +0.6%
Osaic Holdings
33
Osaic Holdings
Arizona
$19K +$19.1K +500 +1,000%
WFPG
34
Waller Financial Planning Group
Ohio
$18K +$19.1K +500 New
IA
35
IFP Advisors
Florida
$11K -$7.64K -200 -40%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$11K
SWM
37
Spire Wealth Management
Virginia
$8K +$8.71K +228 New
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$7K +$7.64K +200 New
AF
39
Allworth Financial
California
$6K
CG
40
Cutler Group
California
$5K -$41.4K -1,083 -88%
HCM
41
Horrell Capital Management
Arkansas
$4K +$3.82K +100 New
Simplex Trading
42
Simplex Trading
Illinois
$4K +$4.97K +130 New
AIC
43
Ameritas Investment Company
Nebraska
$3.68K +$3.82K +100 New
TRCT
44
Tower Research Capital (TRC)
New York
$2K -$34.6K -904 -93%
UBS Group
45
UBS Group
Switzerland
$2K +$191 +5 +10%
TVWM
46
Tower View Wealth Management
Wisconsin
$2K +$1.91K +50 New
NFSG
47
Newbridge Financial Services Group
Florida
$1K +$38 +1 New
FWM
48
Focused Wealth Management
New York
$1K +$191 +5 +50%
SM
49
Sabby Management
Florida
-$6.41M -167,748 Closed
Hudson Bay Capital Management
50
Hudson Bay Capital Management
Connecticut
-$238K -10,000 Closed

XWEL Hedge Fund Activity: Q1 2021 in Review

48 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in XWELL (XWEL) for Q1 2021, worth a combined $17M — up 35% from $12.6M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XWEL positions and 11 closed out — a net gain of 9 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.98M. The largest seller was Sabby Management, exiting entirely with an estimated $6.41M sold.

  • 48 institutional investors held XWELL (XWEL) as of Q1 2021, up from 39 in Q4 2020.
  • Funds reported $17M of XWELL stock for Q1 2021, up 35% quarter-over-quarter.
  • 20 funds opened new XWELL positions in Q1 2021 and 11 closed out, a net change of +9 holders.
  • The largest XWELL buyer in Q1 2021 was Vanguard Group, an estimated $1.98M added.
  • The largest XWELL seller in Q1 2021 was Sabby Management, an estimated $6.41M sold.

Based on aggregated 13F filings for Q1 2021.