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53 hedge funds and large institutions have $20.6M invested in XWELL in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $6.19M | Put options by funds: $3.19M

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

14% more capital invested

Capital invested by funds: $18M → $20.6M (+$2.57M)

13% more funds holding

Funds holding: 4753 (+6)

0.11% more ownership

Funds ownership: 0.55%0.66% (+0.11%)

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
12
Reduced
9
Closed
7
Calls
$6.19M
Puts
$3.19M
Net Calls
+$3M
Net Calls Change
-$984K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$54K
PI
27
PEAK6 Investments
Illinois
$54K +$58.8K +1,827 New
Wolverine Trading
28
Wolverine Trading
Illinois
$47K +$12.3K +381 +29%
CF
29
CNA Financial
Illinois
$46K
PAG
30
Private Advisor Group
New Jersey
$45K +$9.84K +306 +26%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$33K +$36.1K +1,121 New
Creative Planning
32
Creative Planning
Kansas
$24K -$450 -14 -2%
Victory Capital Management
33
Victory Capital Management
Texas
$23K -$1.19K -37 -5%
Wells Fargo
34
Wells Fargo
California
$23K -$64 -2 -0.3%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$23K
CSS
36
Cubist Systematic Strategies
Connecticut
$23K +$25.3K +788 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$22K
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$22K +$868 +27 +4%
Marshall Wace
39
Marshall Wace
United Kingdom
$18K +$19.9K +618 New
Squarepoint
40
Squarepoint
New York
$16K -$9.62K -299 -35%
Osaic Holdings
41
Osaic Holdings
Arizona
$16K
CG
42
Cutler Group
California
$4K -$7.85K -244 -59%
AF
43
Allworth Financial
California
$4K
TRCT
44
Tower Research Capital (TRC)
New York
$4K +$4.66K +145 New
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$3K
HCM
46
Horrell Capital Management
Arkansas
$3K
Simplex Trading
47
Simplex Trading
Illinois
$3K
SWA
48
SOA Wealth Advisors
New York
$2K
Bank of America
49
Bank of America
North Carolina
$2K +$2.12K +66 +2,200%
NFSG
50
Newbridge Financial Services Group
Florida
$1K

XWEL Hedge Fund Activity: Q3 2021 in Review

53 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in XWELL (XWEL) for Q3 2021, worth a combined $20.6M — up 14% from $18M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XWEL positions and 7 closed out — a net gain of 6 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $1.69M. The largest seller was Susquehanna International Group, cutting an estimated $924K.

  • 53 institutional investors held XWELL (XWEL) as of Q3 2021, up from 47 in Q2 2021.
  • Funds reported $20.6M of XWELL stock for Q3 2021, up 14% quarter-over-quarter.
  • 13 funds opened new XWELL positions in Q3 2021 and 7 closed out, a net change of +6 holders.
  • The largest XWELL buyer in Q3 2021 was Millennium Management, an estimated $1.69M added.
  • The largest XWELL seller in Q3 2021 was Susquehanna International Group, an estimated $924K sold.

Based on aggregated 13F filings for Q3 2021.