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19 hedge funds and large institutions have $2.33M invested in XWELL in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

697% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $176K

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

19% more funds holding

Funds holding: 1619 (+3)

0.01% more ownership

Funds ownership: 0%0.01% (+0.01%)

1% less capital invested

Capital invested by funds: $2.34M → $2.33M (-$13K)

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
2
Closed
3
Calls
$1.4M
Puts
$176K
Net Calls
+$1.23M
Net Calls Change
+$296K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$821K +$197K +63 +24%
BIT
2
BlackRock Institutional Trust
California
$610K +$53.2K +17 +8%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$238K +$15.7K +5 +6%
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$177K
VKH
5
Virtu KCG Holdings
New York
$72K +$87.7K +28 New
Citadel Advisors
6
Citadel Advisors
Florida
$68K +$84.5K +27 New
Bank of America
7
Bank of America
North Carolina
$60K -$3.13K -1 -4%
AIM
8
Acrospire Investment Management
Illinois
$50K +$9.39K +3 +18%
Wolverine Trading
9
Wolverine Trading
Illinois
$45K +$56.3K +18 New
Morgan Stanley
10
Morgan Stanley
New York
$38K +$43.8K +14 +1,400%
EGA
11
Eagle Global Advisors
Texas
$38K +$47K +15 New
Goldman Sachs
12
Goldman Sachs
New York
$32K -$3.13K -1 -8%
Northern Trust
13
Northern Trust
Illinois
$30K +$3.13K +1 +9%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$17K +$21.9K +7 New
CG
15
Cutler Group
California
$15K +$18.8K +6 New
BFA
16
BlackRock Fund Advisors
California
$7K +$3.13K +1 +50%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$3K
Citigroup
18
Citigroup
New York
$2K
Creative Planning
19
Creative Planning
Kansas
$2K
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$1K
Wells Fargo
21
Wells Fargo
California
$1K
Group One Trading
22
Group One Trading
Illinois
-$28.2K -9 Closed
AG
23
Advisor Group
Arizona
-$20K -6 Closed
UBS Group
24
UBS Group
Switzerland
-$6.26K -2 Closed

XWEL Hedge Fund Activity: Q4 2016 in Review

19 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in XWELL (XWEL) for Q4 2016, worth a combined $2.33M — down 0.56% from $2.34M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new XWEL positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Vanguard Group, adding an estimated $197K. The largest seller was Group One Trading, exiting entirely with an estimated $28.2K sold.

  • 19 institutional investors held XWELL (XWEL) as of Q4 2016, up from 16 in Q3 2016.
  • Funds reported $2.33M of XWELL stock for Q4 2016, down 0.56% quarter-over-quarter.
  • 6 funds opened new XWELL positions in Q4 2016 and 3 closed out, a net change of +3 holders.
  • The largest XWELL buyer in Q4 2016 was Vanguard Group, an estimated $197K added.
  • The largest XWELL seller in Q4 2016 was Group One Trading, an estimated $28.2K sold.

Based on aggregated 13F filings for Q4 2016.