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XWELL
XWEL

51 hedge funds and large institutions have $33.3M invested in XWELL in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more capital invested

Capital invested by funds: $20.6M → $33.3M (+$12.8M)

40% more call options, than puts

Call options by funds: $6.04M | Put options by funds: $4.32M

0.12% more ownership

Funds ownership: 0.66% → 0.78% (+0.12%)

4% less funds holding

Funds holding: 53 → 51 (-2)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
11
Reduced
15
Closed
16
Calls
$6.04M
Puts
$4.32M
Net Calls
+$1.73M
Net Calls Change
-$1.27M

Top Buyers

Rank Fund Capital Flow
1
TC
TownSquare Capital
Utah
+$1.9M
2
Two Sigma Investments
Two Sigma Investments
New York
+$1.73M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$661K
4
Marshall Wace
Marshall Wace
United Kingdom
+$561K
5
MA
MYDA Advisors
New York
+$285K

Top Sellers

Rank Fund Capital Flow
1
SC
Shay Capital
New York
-$1.53M
2
Millennium Management
Millennium Management
New York
-$523K
3
BlackRock
BlackRock
New York
-$361K
4
VF
Virtu Financial
New York
-$253K
5
JP Morgan Chase
JP Morgan Chase
New York
-$235K
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$121K – – –
Morgan Stanley
27
Morgan Stanley
New York
$99K -$78.5K -2,476 -50%
OQS
28
Occudo Quantitative Strategies
Florida
$82K +$64K +2,018 New
TSS
29
Two Sigma Securities
New York
$76K +$59.2K +1,869 New
Charles Schwab
30
Charles Schwab
California
$74K – – –
CF
31
CNA Financial
Illinois
$63K – – –
PAG
32
Private Advisor Group
New Jersey
$40K -$15.9K -501 -33%
FEG
33
Fund Evaluation Group
Ohio
$38K +$30.1K +950 New
UBS Group
34
UBS Group
Switzerland
$36K +$26.6K +840 +1,680%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$34K +$27K +853 New
Wells Fargo
36
Wells Fargo
California
$31K +$32 +1 +0.1%
PTP
37
Platform Technology Partners
New York
$30K -$46.8K -1,476 -66%
Victory Capital Management
38
Victory Capital Management
Texas
$30K -$729 -23 -3%
SWM
39
Spire Wealth Management
Virginia
$30K +$23.8K +751 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$28K -$1.74K -55 -7%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$22K -$18.2K -575 -51%
CG
42
Cutler Group
California
$13K +$5.2K +164 +96%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$11K +$8.37K +264 +13,200%
Simplex Trading
44
Simplex Trading
Illinois
$5K – – –
AF
45
Allworth Financial
California
$4K -$1.58K -50 -33%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$4K – – –
SWA
47
SOA Wealth Advisors
New York
$3K – – –
TVWM
48
Tower View Wealth Management
Wisconsin
$2K – – –
TWC
49
TD Waterhouse Canada
Ontario, Canada
$15 – – –
VF
50
Virtu Financial
New York
– -$253K -8,607 Closed
1
2
3

XWEL Hedge Fund Activity: Q4 2021 in Review

51 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in XWELL (XWEL) for Q4 2021, worth a combined $33.3M — up 62% from $20.6M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of XWEL and 14 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 11 added.

The largest buyer was TownSquare Capital, opening a new position worth an estimated $1.9M. The largest seller was Shay Capital, cutting an estimated $1.53M.

  • 51 institutional investors held XWELL (XWEL) as of Q4 2021, down from 53 in Q3 2021.
  • Funds reported $33.3M of XWELL stock for Q4 2021, up 62% quarter-over-quarter.
  • 14 funds opened new XWELL positions in Q4 2021 and 16 closed out, a net change of -2 holders.
  • The largest XWELL buyer in Q4 2021 was TownSquare Capital, an estimated $1.9M added.
  • The largest XWELL seller in Q4 2021 was Shay Capital, an estimated $1.53M sold.

Based on aggregated 13F filings for Q4 2021.