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19 hedge funds and large institutions have $8.31M invested in XWELL in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more capital invested

Capital invested by funds: $1.87M → $8.31M (+$6.44M)

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

19% more funds holding

Funds holding: 1619 (+3)

0.01% more ownership

Funds ownership: 0%0.02% (+0.01%)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

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
7
Increased
3
Reduced
5
Closed
3
Calls
$158K
Puts
Net Calls
+$158K
Net Calls Change
-$429K
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
1
AWM Investment Company
New York
$4.11M +$3.83M +2,461 New
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$1.36M +$1.27M +816 New
PCM
3
Perritt Capital Management
Illinois
$695K +$650K +417 New
PGC
4
Pacific Grove Capital
California
$616K +$575K +369 New
OAM
5
Oberweis Asset Management
Illinois
$431K +$402K +258 New
BlackRock
6
BlackRock
New York
$415K -$1.56K -1 -0.4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$155K
Vanguard Group
8
Vanguard Group
Pennsylvania
$117K -$291K -187 -73%
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$115K
BCM
10
Bridgeway Capital Management
Texas
$83K
MCC
11
Malaga Cove Capital
California
$64K +$62.3K +40 New
Citadel Advisors
12
Citadel Advisors
Florida
$55K +$29.6K +19 +136%
Northern Trust
13
Northern Trust
Illinois
$33K +$3.12K +2 +11%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$27K -$1.56K -1 -6%
Goldman Sachs
15
Goldman Sachs
New York
$19K -$4.67K -3 -21%
EPM
16
Equitec Proprietary Markets
Illinois
$11K -$4.67K -3 -33%
Morgan Stanley
17
Morgan Stanley
New York
$7K +$3.12K +2 +67%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$2K
UBS Group
19
UBS Group
Switzerland
$2K +$3.12K +2 New
Bank of America
20
Bank of America
North Carolina
$1K -$35.8K -23 Closed
MHP
21
Manatuck Hill Partners
Connecticut
-$206K -104 Closed
Creative Planning
22
Creative Planning
Kansas
-$1K -1 Closed

XWEL Hedge Fund Activity: Q3 2017 in Review

19 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in XWELL (XWEL) for Q3 2017, worth a combined $8.31M — up 344% from $1.87M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XWEL positions and 3 closed out — a net gain of 4 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was AWM Investment Company, opening a new position worth an estimated $3.83M. The largest seller was Vanguard Group, cutting an estimated $291K.

  • 19 institutional investors held XWELL (XWEL) as of Q3 2017, up from 16 in Q2 2017.
  • Funds reported $8.31M of XWELL stock for Q3 2017, up 344% quarter-over-quarter.
  • 7 funds opened new XWELL positions in Q3 2017 and 3 closed out, a net change of +4 holders.
  • The largest XWELL buyer in Q3 2017 was AWM Investment Company, an estimated $3.83M added.
  • The largest XWELL seller in Q3 2017 was Vanguard Group, an estimated $291K sold.

Based on aggregated 13F filings for Q3 2017.