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XWELL
XWEL

13 hedge funds and large institutions have $306K invested in XWELL in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

0% less ownership

Funds ownership: 0.01% → 0.01% (-0%)

19% less funds holding

Funds holding: 16 → 13 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

68% less capital invested

Capital invested by funds: $965K → $306K (-$659K)

Holders
13
Holders Change
-3
Holders Change %
-18.75%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
1
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Clearstead Advisors
Ohio
+$142K
2
Renaissance Technologies
Renaissance Technologies
New York
+$59.1K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$15.7K
4
VF
Virtu Financial
New York
+$10.5K
5
LPL Financial
LPL Financial
California
+$4.44K

Top Sellers

Rank Fund Capital Flow
1
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$406K
2
PCM
Perritt Capital Management
Illinois
-$160K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$73.5K
4
Citadel Advisors
Citadel Advisors
Florida
-$6K
5
Goldman Sachs
Goldman Sachs
New York
-$5K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Clearstead Advisors
Ohio
$97K +$142K +544 New
Renaissance Technologies
2
Renaissance Technologies
New York
$68K +$59.1K +226 +146%
BlackRock
3
BlackRock
New York
$40K – – –
VF
4
Virtu Financial
New York
$30K +$10.5K +40 +32%
Vanguard Group
5
Vanguard Group
Pennsylvania
$16K -$73.5K -281 -76%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$16K – – –
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$13K +$15.7K +60 +400%
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$12K – – –
Northern Trust
9
Northern Trust
Illinois
$5K – – –
UBS Group
10
UBS Group
Switzerland
$3K +$1.57K +6 +60%
LPL Financial
11
LPL Financial
California
$3K +$4.44K +17 New
CAM
12
CenterStar Asset Management
Illinois
$2K – – –
Morgan Stanley
13
Morgan Stanley
New York
$1K – – –
RCAG
14
Rehmann Capital Advisory Group
Michigan
$74 – – –
Alyeska Investment Group
15
Alyeska Investment Group
Illinois
– -$406K -1,159 Closed
PCM
16
Perritt Capital Management
Illinois
– -$160K -458 Closed
Citadel Advisors
17
Citadel Advisors
Florida
– -$6K -16 Closed
Goldman Sachs
18
Goldman Sachs
New York
– -$5K -13 Closed
Bank of America
19
Bank of America
North Carolina
– -$261 -1 Closed

XWEL Hedge Fund Activity: Q3 2018 in Review

13 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in XWELL (XWEL) for Q3 2018, worth a combined $306K — down 68% from $965K a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of XWEL and 2 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 4 added.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $142K. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $406K sold.

  • 13 institutional investors held XWELL (XWEL) as of Q3 2018, down from 16 in Q2 2018.
  • Funds reported $306K of XWELL stock for Q3 2018, down 68% quarter-over-quarter.
  • 2 funds opened new XWELL positions in Q3 2018 and 5 closed out, a net change of -3 holders.
  • The largest XWELL buyer in Q3 2018 was Clearstead Advisors, an estimated $142K added.
  • The largest XWELL seller in Q3 2018 was Alyeska Investment Group, an estimated $406K sold.

Based on aggregated 13F filings for Q3 2018.