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36 hedge funds and large institutions have $3.57M invested in XWELL in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $385K | Put options by funds: $195K

0.05% more ownership

Funds ownership: 0.54%0.59% (+0.05%)

5% less funds holding

Funds holding: 3836 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

54% less capital invested

Capital invested by funds: $7.83M → $3.57M (-$4.26M)

58% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 12

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
12
Closed
9
Calls
$385K
Puts
$195K
Net Calls
+$190K
Net Calls Change
+$502K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.76M +$1.25K +113 +0%
BlackRock
2
BlackRock
New York
$703K +$6.76K +610 +0.6%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$377K -$1.25K -113 -0.2%
State Street
4
State Street
Massachusetts
$117K
BB
5
Bell Bank
North Dakota
$97.3K
IWC
6
Integrated Wealth Concepts
Massachusetts
$75K
Northern Trust
7
Northern Trust
Illinois
$63.1K
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$63K -$7.77K -701 -7%
Osaic Holdings
9
Osaic Holdings
Arizona
$48K +$73.3K +6,616 New
Group One Trading
10
Group One Trading
Illinois
$45.2K +$25.1K +2,265 +57%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$32.6K -$100 -9 -0.2%
Renaissance Technologies
12
Renaissance Technologies
New York
$24K +$1.83K +165 +5%
Millennium Management
13
Millennium Management
New York
$21K -$27.9K -2,516 -46%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$20.3K -$34K -3,065 -52%
Morgan Stanley
15
Morgan Stanley
New York
$19.7K -$6.27K -566 -17%
TSS
16
Two Sigma Securities
New York
$18.9K -$631 -57 -2%
HF
17
HRT Financial
New York
$12K +$18.6K +1,680 New
CF
18
CNA Financial
Illinois
$11.4K
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$10K -$55 -5 -0.3%
Jane Street
20
Jane Street
New York
$8.2K -$34K -3,073 -73%
CG
21
Cutler Group
California
$8K +$10.6K +960 +539%
Two Sigma Investments
22
Two Sigma Investments
New York
$7.72K -$64.8K -5,848 -85%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$6.75K +$10.3K +931 New
BCM
24
Bridgeway Capital Management
Texas
$6.06K
E
25
Ergoteles
New York
$5.42K +$8.27K +746 New

XWEL Hedge Fund Activity: Q4 2022 in Review

36 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in XWELL (XWEL) for Q4 2022, worth a combined $3.57M — down 54% from $7.83M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of XWEL and 7 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 5 added.

The largest buyer was Osaic Holdings, opening a new position worth an estimated $73.3K. The largest seller was ExodusPoint Capital Management, exiting entirely with an estimated $108K sold.

  • 36 institutional investors held XWELL (XWEL) as of Q4 2022, down from 38 in Q3 2022.
  • Funds reported $3.57M of XWELL stock for Q4 2022, down 54% quarter-over-quarter.
  • 7 funds opened new XWELL positions in Q4 2022 and 9 closed out, a net change of -2 holders.
  • The largest XWELL buyer in Q4 2022 was Osaic Holdings, an estimated $73.3K added.
  • The largest XWELL seller in Q4 2022 was ExodusPoint Capital Management, an estimated $108K sold.

Based on aggregated 13F filings for Q4 2022.