We are live on ! Find out more
XWEL icon

XWELL
XWEL

16 hedge funds and large institutions have $274K invested in XWELL in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

78% more funds holding

Funds holding: 9 → 16 (+7)

14% more capital invested

Capital invested by funds: $241K → $274K (+$33K)

0.03% more ownership

Funds ownership: 0.04% → 0.06% (+0.03%)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
16
Holders Change
+7
Holders Change %
+77.78%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
1
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Clearstead Advisors
Ohio
+$320K
2
Citadel Advisors
Citadel Advisors
Florida
+$198K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$87.5K
4
AFM
Anson Funds Management
Texas
+$61K
5
UBS Group
UBS Group
Switzerland
+$25.7K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$45.9K
2
BF
BOK Financial
Oklahoma
-$8K
3
Deutsche Bank
Deutsche Bank
Germany
-$4K
4
Morgan Stanley
Morgan Stanley
New York
-$76
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Clearstead Advisors
Ohio
$98K +$320K +8,381 New
Citadel Advisors
2
Citadel Advisors
Florida
$61K +$198K +5,187 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$27K +$87.5K +2,294 New
HP
4
Harbourvest Partners
Massachusetts
$20K – – –
AFM
5
Anson Funds Management
Texas
$19K +$61K +1,599 New
CF
6
CNA Financial
Illinois
$18K – – –
Renaissance Technologies
7
Renaissance Technologies
New York
$9K -$45.9K -1,203 -61%
UBS Group
8
UBS Group
Switzerland
$8K +$25.7K +674 New
Jane Street
9
Jane Street
New York
$6K +$18K +473 New
BlackRock
10
BlackRock
New York
$3K – – –
PTP
11
Platform Technology Partners
New York
$3K +$2.25K +59 +35%
Bank of America
12
Bank of America
North Carolina
$2K +$5.87K +154 New
BF
13
BOK Financial
Oklahoma
– -$8K -192 Closed
Deutsche Bank
14
Deutsche Bank
Germany
– -$4K -104 Closed
Morgan Stanley
15
Morgan Stanley
New York
– -$76 -2 -40%
Wells Fargo
16
Wells Fargo
California
– +$38 +1 New
Victory Capital Management
17
Victory Capital Management
Texas
– +$1.79K +47 New

XWEL Hedge Fund Activity: Q1 2020 in Review

16 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in XWELL (XWEL) for Q1 2020, worth a combined $274K — up 14% from $241K a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XWEL positions and 2 closed out — a net gain of 7 holders — while 1 added to existing stakes and 2 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $320K. The largest seller was Renaissance Technologies, cutting an estimated $45.9K.

  • 16 institutional investors held XWELL (XWEL) as of Q1 2020, up from 9 in Q4 2019.
  • Funds reported $274K of XWELL stock for Q1 2020, up 14% quarter-over-quarter.
  • 9 funds opened new XWELL positions in Q1 2020 and 2 closed out, a net change of +7 holders.
  • The largest XWELL buyer in Q1 2020 was Clearstead Advisors, an estimated $320K added.
  • The largest XWELL seller in Q1 2020 was Renaissance Technologies, an estimated $45.9K sold.

Based on aggregated 13F filings for Q1 2020.