XWELL
XWEL
9 hedge funds and large institutions have $241K invested in XWELL in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
29% more funds holding
Funds holding: 7 → 9 (+2)
11% more capital invested
Capital invested by funds: $218K → $241K (+$23K)
0.05% less ownership
Funds ownership: 0.09% → 0.04% (-0.05%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HP
Harbourvest Partners
Boston,
Massachusetts
|
+$103K |
| 2 |
CF
CNA Financial
Chicago,
Illinois
|
+$94.1K |
| 3 |
Renaissance Technologies
New York
|
+$37.8K |
| 4 |
BF
BOK Financial
Tulsa,
Oklahoma
|
+$11.5K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$6.24K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$82K |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$1K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$60 |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$60 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Renaissance Technologies
New York
| $80K | +$37.8K | +630 | +47% |
|
|
HP
2
Harbourvest Partners
Boston,
Massachusetts
| $69K | +$103K | +1,715 | New |
|
|
CF
3
CNA Financial
Chicago,
Illinois
| $64K | +$94.1K | +1,569 | New |
|
4
BlackRock
New York
| $9K | – | – | – |
|
|
BF
5
BOK Financial
Tulsa,
Oklahoma
| $8K | +$11.5K | +192 | New |
|
|
PTP
6
Platform Technology Partners
New York
| $7K | +$10K | +167 | New |
|
|
7
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $4K | +$6.24K | +104 | New |
|
|
CA
8
Clearstead Advisors
Cleveland,
Ohio
| – | -$82K | -952 | Closed |
|
|
9
Victory Capital Management
San Antonio,
Texas
| – | -$1K | -8 | Closed |
|
|
10
Bank of America
Charlotte,
North Carolina
| – | -$60 | -1 | Closed |
|
|
LTFS
11
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$60 | -1 | Closed |
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$180 | +3 | New |
|
XWEL Hedge Fund Activity: Q4 2019 in Review
9 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in XWELL (XWEL) for Q4 2019, worth a combined $241K — up 11% from $218K a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XWEL positions and 4 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Harbourvest Partners, opening a new position worth an estimated $103K. The largest seller was Clearstead Advisors, exiting entirely with an estimated $82K sold.
- 9 institutional investors held XWELL (XWEL) as of Q4 2019, up from 7 in Q3 2019.
- Funds reported $241K of XWELL stock for Q4 2019, up 11% quarter-over-quarter.
- 6 funds opened new XWELL positions in Q4 2019 and 4 closed out, a net change of +2 holders.
- The largest XWELL buyer in Q4 2019 was Harbourvest Partners, an estimated $103K added.
- The largest XWELL seller in Q4 2019 was Clearstead Advisors, an estimated $82K sold.
Based on aggregated 13F filings for Q4 2019.