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26 hedge funds and large institutions have $1.77M invested in XWELL in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% less ownership

Funds ownership: 0.55%0.53% (-0.02%)

17% less call options, than puts

Call options by funds: $40K | Put options by funds: $48K

26% less funds holding

Funds holding: 3526 (-9)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

46% less capital invested

Capital invested by funds: $3.31M → $1.77M (-$1.54M)

90% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 10

Holders
26
Holders Change
-9
Holders Change %
-25.71%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
11
Closed
10
Calls
$40K
Puts
$48K
Net Calls
-$8K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$976K
BlackRock
2
BlackRock
New York
$343K -$36.5K -7,027 -8%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$197K -$15.1K -2,904 -6%
State Street
4
State Street
Massachusetts
$64.8K
IWC
5
Integrated Wealth Concepts
Massachusetts
$41.5K
Northern Trust
6
Northern Trust
Illinois
$34.9K
Osaic Holdings
7
Osaic Holdings
Arizona
$26.7K +$130 +25 +0.4%
Renaissance Technologies
8
Renaissance Technologies
New York
$14K +$936 +180 +5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$13.4K -$5.97K -1,149 -26%
Morgan Stanley
10
Morgan Stanley
New York
$11.5K
TSS
11
Two Sigma Securities
New York
$7.6K -$3.4K -654 -26%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$6.74K -$3.88K -746 -31%
CF
13
CNA Financial
Illinois
$6.3K
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5K
Two Sigma Advisers
15
Two Sigma Advisers
New York
$4.98K -$182 -35 -3%
TRCT
16
Tower Research Capital (TRC)
New York
$4.58K +$4.54K +874 +331%
Two Sigma Investments
17
Two Sigma Investments
New York
$4.13K -$5 -1 -0.1%
UBS Group
18
UBS Group
Switzerland
$3.98K -$941 -181 -15%
Simplex Trading
19
Simplex Trading
Illinois
$3K +$3.05K +587 +156%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$561 -$3.25K -625 -82%
Wells Fargo
21
Wells Fargo
California
$146 +$5 +1 +3%
Group One Trading
22
Group One Trading
Illinois
$144 -$234 -45 -56%
S
23
SignatureFD
Georgia
$10 +$16 +3 New
NFSG
24
Newbridge Financial Services Group
Florida
$2
VAG
25
VisionPoint Advisory Group
Texas
$1

XWEL Hedge Fund Activity: Q2 2023 in Review

26 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in XWELL (XWEL) for Q2 2023, worth a combined $1.77M — down 46% from $3.31M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of XWEL and 1 opened new positions — a net loss of 9 holders — while 11 trimmed existing stakes and 6 added.

The largest buyer was Tower Research Capital (TRC), adding an estimated $4.54K. The largest seller was BlackRock, cutting an estimated $36.5K.

  • 26 institutional investors held XWELL (XWEL) as of Q2 2023, down from 35 in Q1 2023.
  • Funds reported $1.77M of XWELL stock for Q2 2023, down 46% quarter-over-quarter.
  • 1 fund opened new XWELL positions in Q2 2023 and 10 closed out, a net change of -9 holders.
  • The largest XWELL buyer in Q2 2023 was Tower Research Capital (TRC), an estimated $4.54K added.
  • The largest XWELL seller in Q2 2023 was BlackRock, an estimated $36.5K sold.

Based on aggregated 13F filings for Q2 2023.