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35 hedge funds and large institutions have $3.31M invested in XWELL in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $91K | Put options by funds: $90K

0.04% less ownership

Funds ownership: 0.59%0.55% (-0.04%)

3% less funds holding

Funds holding: 3635 (-1)

7% less capital invested

Capital invested by funds: $3.57M → $3.31M (-$263K)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
11
Closed
7
Calls
$91K
Puts
$90K
Net Calls
+$1K
Net Calls Change
-$189K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.75M
BlackRock
2
BlackRock
New York
$667K -$36.7K -4,407 -5%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$376K
State Street
4
State Street
Massachusetts
$117K
IWC
5
Integrated Wealth Concepts
Massachusetts
$75K
Northern Trust
6
Northern Trust
Illinois
$62.7K
Osaic Holdings
7
Osaic Holdings
Arizona
$47.8K
Bank of New York Mellon
8
Bank of New York Mellon
New York
$32.4K
Renaissance Technologies
9
Renaissance Technologies
New York
$24K +$666 +80 +2%
Morgan Stanley
10
Morgan Stanley
New York
$20.7K +$1.25K +150 +6%
TSS
11
Two Sigma Securities
New York
$18.4K -$441 -53 -2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$17.5K -$52K -6,256 -72%
CF
13
CNA Financial
Illinois
$11.3K
VF
14
Virtu Financial
New York
$10K +$11.6K +1,396 New
Two Sigma Advisers
15
Two Sigma Advisers
New York
$9.2K -$12.6K -1,520 -54%
Jane Street
16
Jane Street
New York
$8.73K +$666 +80 +7%
UBS Group
17
UBS Group
Switzerland
$8.46K +$9.75K +1,172 New
YIH
18
Y-Intercept (HK)
Hong Kong
$8.24K +$9.5K +1,142 New
Two Sigma Investments
19
Two Sigma Investments
New York
$7.43K -$291 -35 -3%
BCM
20
Bridgeway Capital Management
Texas
$6.03K
Millennium Management
21
Millennium Management
New York
$6K -$18K -2,158 -73%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$5.52K -$1.38K -166 -18%
HF
23
HRT Financial
New York
$5K -$7.94K -954 -57%
Simplex Trading
24
Simplex Trading
Illinois
$2K +$2.05K +246 +189%
TRCT
25
Tower Research Capital (TRC)
New York
$2K +$2.2K +264 New

XWEL Hedge Fund Activity: Q1 2023 in Review

35 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in XWELL (XWEL) for Q1 2023, worth a combined $3.31M — down 7.4% from $3.57M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of XWEL and 6 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 5 added.

The largest buyer was Virtu Financial, opening a new position worth an estimated $11.6K. The largest seller was Bell Bank, exiting entirely with an estimated $97.3K sold.

  • 35 institutional investors held XWELL (XWEL) as of Q1 2023, down from 36 in Q4 2022.
  • Funds reported $3.31M of XWELL stock for Q1 2023, down 7.4% quarter-over-quarter.
  • 6 funds opened new XWELL positions in Q1 2023 and 7 closed out, a net change of -1 holder.
  • The largest XWELL buyer in Q1 2023 was Virtu Financial, an estimated $11.6K added.
  • The largest XWELL seller in Q1 2023 was Bell Bank, an estimated $97.3K sold.

Based on aggregated 13F filings for Q1 2023.