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XWELL
XWEL

35 hedge funds and large institutions have $3.31M invested in XWELL in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $91K | Put options by funds: $90K

0.04% less ownership

Funds ownership: 0.59% → 0.55% (-0.04%)

3% less funds holding

Funds holding: 36 → 35 (-1)

7% less capital invested

Capital invested by funds: $3.57M → $3.31M (-$263K)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
11
Closed
7
Calls
$91K
Puts
$90K
Net Calls
+$1K
Net Calls Change
-$189K

Top Buyers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
+$11.6K
2
UBS Group
UBS Group
Switzerland
+$9.75K
3
YIH
Y-Intercept (HK)
Hong Kong
+$9.5K
4
TRCT
Tower Research Capital (TRC)
New York
+$2.2K
5
Simplex Trading
Simplex Trading
Illinois
+$2.05K

Top Sellers

Rank Fund Capital Flow
1
BB
Bell Bank
North Dakota
-$97.3K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$52K
3
Group One Trading
Group One Trading
Illinois
-$51.2K
4
BlackRock
BlackRock
New York
-$36.7K
5
Millennium Management
Millennium Management
New York
-$18K
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
26
Cutler Group
California
$1K -$8.11K -975 -86%
AAS
27
Ameritas Advisory Services
Nebraska
$722 +$832 +100 New
Group One Trading
28
Group One Trading
Illinois
$586 -$51.2K -6,152 -99%
Wells Fargo
29
Wells Fargo
California
$253 +$25 +3 +9%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$180 +$208 +25 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$9 -$1.66K -200 -13%
NFSG
32
Newbridge Financial Services Group
Florida
$4 – – –
Bank of America
33
Bank of America
North Carolina
$3 -$83 -10 Closed
BB
34
Bell Bank
North Dakota
– -$97.3K -13,400 Closed
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
– -$8 -1,084 Closed
E
36
Ergoteles
New York
– -$5.42K -746 Closed
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
– -$1.93K -266 Closed
Citadel Advisors
38
Citadel Advisors
Florida
– -$1.42K -171 Closed
CSPIA
39
Cary Street Partners Investment Advisory
Virginia
– -$254 -35 Closed
1
2

XWEL Hedge Fund Activity: Q1 2023 in Review

35 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in XWELL (XWEL) for Q1 2023, worth a combined $3.31M — down 7.4% from $3.57M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of XWEL and 6 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 5 added.

The largest buyer was Virtu Financial, opening a new position worth an estimated $11.6K. The largest seller was Bell Bank, exiting entirely with an estimated $97.3K sold.

  • 35 institutional investors held XWELL (XWEL) as of Q1 2023, down from 36 in Q4 2022.
  • Funds reported $3.31M of XWELL stock for Q1 2023, down 7.4% quarter-over-quarter.
  • 6 funds opened new XWELL positions in Q1 2023 and 7 closed out, a net change of -1 holder.
  • The largest XWELL buyer in Q1 2023 was Virtu Financial, an estimated $11.6K added.
  • The largest XWELL seller in Q1 2023 was Bell Bank, an estimated $97.3K sold.

Based on aggregated 13F filings for Q1 2023.