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19 hedge funds and large institutions have $919K invested in XWELL in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more call options, than puts

Call options by funds: $322K | Put options by funds: $106K

9.27% more ownership

Funds ownership: 0.53%9.8% (+9.3%)

27% less funds holding

Funds holding: 2619 (-7)

48% less capital invested

Capital invested by funds: $1.77M → $919K (-$851K)

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

82% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 11

Holders
19
Holders Change
-7
Holders Change %
-26.92%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
11
Closed
11
Calls
$322K
Puts
$106K
Net Calls
+$216K
Net Calls Change
+$224K
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
26
Simplex Trading
Illinois
-$3.91K -897 -93%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
-$196 -45 -98%
NFSG
28
Newbridge Financial Services Group
Florida
-$2 -1 Closed
VAG
29
VisionPoint Advisory Group
Texas
-$1
AW
30
Avion Wealth
Texas
+$654 +150 New

XWEL Hedge Fund Activity: Q3 2023 in Review

19 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in XWELL (XWEL) for Q3 2023, worth a combined $919K — down 48% from $1.77M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of XWEL and 4 opened new positions — a net loss of 7 holders — while 11 trimmed existing stakes and 2 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $8.16K. The largest seller was Northern Trust, exiting entirely with an estimated $34.9K sold.

  • 19 institutional investors held XWELL (XWEL) as of Q3 2023, down from 26 in Q2 2023.
  • Funds reported $919K of XWELL stock for Q3 2023, down 48% quarter-over-quarter.
  • 4 funds opened new XWELL positions in Q3 2023 and 11 closed out, a net change of -7 holders.
  • The largest XWELL buyer in Q3 2023 was Citadel Advisors, an estimated $8.16K added.
  • The largest XWELL seller in Q3 2023 was Northern Trust, an estimated $34.9K sold.

Based on aggregated 13F filings for Q3 2023.