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XWELL
XWEL

Overview Fund Activity

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.

Holders
48
Holders Change
+9
Holders Change %
+23.08%
% of All Funds
0.85%
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

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.67M
2
BlackRock
2
BlackRock
New York
$2.75M
3
Nomura Holdings
3
Nomura Holdings
Japan
$559K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.37M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$410K

Top Sellers

1
SM
1
Sabby Management
Florida
$0
2
Hudson Bay Capital Management
2
Hudson Bay Capital Management
Connecticut
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.16M
4
VF
4
Virtu Financial
New York
$0
5
SFI
5
Susquehanna Fundamental Investments
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LP
26
LMR Partners
United Kingdom
$46K +$46K +1,254 New
EGM
27
Engineers Gate Manager
New York
$33K +$33K +890 New
Creative Planning
28
Creative Planning
Kansas
$30K -$1.17K -32 -4%
Wells Fargo
29
Wells Fargo
California
$29K -$160K -4,304 -85%
Victory Capital Management
30
Victory Capital Management
Texas
$28K -$860 -23 -3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$24K +$24K +660 New
NP
32
NorthRock Partners
Minnesota
$19K +$113 +3 +0.6%
Osaic Holdings
33
Osaic Holdings
Arizona
$19K +$17.3K +500 +1,000%
WFPG
34
Waller Financial Planning Group
Ohio
$18K +$18K +500 New
IA
35
IFP Advisors
Florida
$11K -$7.33K -200 -40%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$11K – – –
SWM
37
Spire Wealth Management
Virginia
$8K +$8K +228 New
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$7K +$7K +200 New
AF
39
Allworth Financial
California
$6K – – –
CG
40
Cutler Group
California
$5K -$37.3K -1,083 -88%
HCM
41
Horrell Capital Management
Arkansas
$4K +$4K +100 New
Simplex Trading
42
Simplex Trading
Illinois
$4K +$4K +130 New
AIC
43
Ameritas Investment Company
Nebraska
$3.68K +$3.68K +100 New
TRCT
44
Tower Research Capital (TRC)
New York
$2K -$27K -904 -93%
UBS Group
45
UBS Group
Switzerland
$2K +$182 +5 +10%
TVWM
46
Tower View Wealth Management
Wisconsin
$2K +$2K +50 New
NFSG
47
Newbridge Financial Services Group
Florida
$1K +$1K +1 New
FWM
48
Focused Wealth Management
New York
$1K +$333 +5 +50%
SM
49
Sabby Management
Florida
– -$3.99M -167,748 Closed
Hudson Bay Capital Management
50
Hudson Bay Capital Management
Connecticut
– -$238K -10,000 Closed
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2
3