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19 hedge funds and large institutions have $919K invested in XWELL in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more call options, than puts

Call options by funds: $322K | Put options by funds: $106K

9.27% more ownership

Funds ownership: 0.53%9.8% (+9.3%)

27% less funds holding

Funds holding: 2619 (-7)

48% less capital invested

Capital invested by funds: $1.77M → $919K (-$851K)

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

82% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 11

Holders
19
Holders Change
-7
Holders Change %
-26.92%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
11
Closed
11
Calls
$322K
Puts
$106K
Net Calls
+$216K
Net Calls Change
+$224K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$533K -$27.1K -6,212 -3%
BlackRock
2
BlackRock
New York
$186K -$11.6K -2,671 -3%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$109K -$2.83K -650 -1%
State Street
4
State Street
Massachusetts
$36.3K -$9 -2 -0%
IWC
5
Integrated Wealth Concepts
Massachusetts
$23.3K
Osaic Holdings
6
Osaic Holdings
Arizona
$14.9K -$9 -2 -0%
Morgan Stanley
7
Morgan Stanley
New York
$6.2K -$488 -112 -4%
Citadel Advisors
8
Citadel Advisors
Florida
$4.21K +$8.16K +1,871 New
TRCT
9
Tower Research Capital (TRC)
New York
$3.36K +$1.54K +354 +31%
Group One Trading
10
Group One Trading
Illinois
$2.06K +$3.84K +881 +2,447%
Wells Fargo
11
Wells Fargo
California
$68 -$26 -6 -17%
Bank of America
12
Bank of America
North Carolina
$27 +$52 +12 New
JP Morgan Chase
13
JP Morgan Chase
New York
$11 +$22 +5 New
Fidelity Investments
14
Fidelity Investments
Massachusetts
$9 -$593 -136 -97%
S
15
SignatureFD
Georgia
$5 -$4 -1 -33%
Northern Trust
16
Northern Trust
Illinois
-$34.9K -8,692 Closed
Renaissance Technologies
17
Renaissance Technologies
New York
-$14K -3,565 Closed
Bank of New York Mellon
18
Bank of New York Mellon
New York
-$13.4K -3,346 Closed
TSS
19
Two Sigma Securities
New York
-$7.6K -1,894 Closed
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$7.32K -1,678 Closed
CF
21
CNA Financial
Illinois
-$6.3K -1,568 Closed
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
-$5K -1,305 Closed
Two Sigma Advisers
23
Two Sigma Advisers
New York
-$4.98K -1,240 Closed
Two Sigma Investments
24
Two Sigma Investments
New York
-$4.13K -1,028 Closed
UBS Group
25
UBS Group
Switzerland
-$3.98K -991 Closed

XWEL Hedge Fund Activity: Q3 2023 in Review

19 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in XWELL (XWEL) for Q3 2023, worth a combined $919K — down 48% from $1.77M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of XWEL and 4 opened new positions — a net loss of 7 holders — while 11 trimmed existing stakes and 2 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $8.16K. The largest seller was Northern Trust, exiting entirely with an estimated $34.9K sold.

  • 19 institutional investors held XWELL (XWEL) as of Q3 2023, down from 26 in Q2 2023.
  • Funds reported $919K of XWELL stock for Q3 2023, down 48% quarter-over-quarter.
  • 4 funds opened new XWELL positions in Q3 2023 and 11 closed out, a net change of -7 holders.
  • The largest XWELL buyer in Q3 2023 was Citadel Advisors, an estimated $8.16K added.
  • The largest XWELL seller in Q3 2023 was Northern Trust, an estimated $34.9K sold.

Based on aggregated 13F filings for Q3 2023.