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XWELL
XWEL

18 hedge funds and large institutions have $2.53M invested in XWELL in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

9% more capital invested

Capital invested by funds: $2.33M → $2.53M (+$199K)

0% more ownership

Funds ownership: 0.01% → 0.01% (+0%)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

5% less funds holding

Funds holding: 19 → 18 (-1)

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
3
Closed
4
Calls
$290K
Puts
–
Net Calls
+$290K
Net Calls Change
-$936K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$646K
2
MHP
Manatuck Hill Partners
Connecticut
+$221K
3
Renaissance Technologies
Renaissance Technologies
New York
+$53.4K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$45.4K
5
ARTA
A.R.T. Advisors
New York
+$42.7K

Top Sellers

Rank Fund Capital Flow
1
AIM
Acrospire Investment Management
Illinois
-$50K
2
VKH
Virtu KCG Holdings
New York
-$45.4K
3
Wolverine Trading
Wolverine Trading
Illinois
-$45K
4
EGA
Eagle Global Advisors
Texas
-$38K
5
Citadel Advisors
Citadel Advisors
Florida
-$37.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$882K +$45.4K +17 +5%
BlackRock
2
BlackRock
New York
$629K +$646K +242 New
Geode Capital Management
3
Geode Capital Management
Massachusetts
$243K – – –
MHP
4
Manatuck Hill Partners
Connecticut
$217K +$221K +83 New
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$180K – – –
Bank of America
6
Bank of America
North Carolina
$62K +$2.67K +1 +4%
Renaissance Technologies
7
Renaissance Technologies
New York
$51K +$53.4K +20 New
Northern Trust
8
Northern Trust
Illinois
$46K +$16K +6 +50%
ARTA
9
A.R.T. Advisors
New York
$40K +$42.7K +16 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$39K +$40K +15 New
Citadel Advisors
11
Citadel Advisors
Florida
$35K -$37.4K -14 -52%
Goldman Sachs
12
Goldman Sachs
New York
$32K – – –
VKH
13
Virtu KCG Holdings
New York
$28K -$45.4K -17 -61%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$19K – – –
Morgan Stanley
15
Morgan Stanley
New York
$14K -$24K -9 -60%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$4K – – –
Citigroup
17
Citigroup
New York
$2K – – –
Creative Planning
18
Creative Planning
Kansas
$2K – – –
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$1K – – –
AIM
20
Acrospire Investment Management
Illinois
– -$50K -20 Closed
Wolverine Trading
21
Wolverine Trading
Illinois
– -$45K -18 Closed
EGA
22
Eagle Global Advisors
Texas
– -$38K -15 Closed
CG
23
Cutler Group
California
– -$16K -6 Closed
Wells Fargo
24
Wells Fargo
California
– -$1K – –

XWEL Hedge Fund Activity: Q1 2017 in Review

18 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in XWELL (XWEL) for Q1 2017, worth a combined $2.53M — up 8.6% from $2.33M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XWEL positions and 4 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $646K. The largest seller was Acrospire Investment Management, exiting entirely with an estimated $50K sold.

  • 18 institutional investors held XWELL (XWEL) as of Q1 2017, down from 19 in Q4 2016.
  • Funds reported $2.53M of XWELL stock for Q1 2017, up 8.6% quarter-over-quarter.
  • 5 funds opened new XWELL positions in Q1 2017 and 4 closed out, a net change of +1 holder.
  • The largest XWELL buyer in Q1 2017 was BlackRock, an estimated $646K added.
  • The largest XWELL seller in Q1 2017 was Acrospire Investment Management, an estimated $50K sold.

Based on aggregated 13F filings for Q1 2017.