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XWELL
XWEL

17 hedge funds and large institutions have $632K invested in XWELL in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more call options, than puts

Call options by funds: $187K | Put options by funds: $22K

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

1.09% less ownership

Funds ownership: 9.8% → 8.71% (-1.1%)

11% less funds holding

Funds holding: 19 → 17 (-2)

31% less capital invested

Capital invested by funds: $919K → $632K (-$287K)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
3
Closed
4
Calls
$187K
Puts
$22K
Net Calls
+$165K
Net Calls Change
-$51K

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$7.55K
2
Morgan Stanley
Morgan Stanley
New York
+$5.36K
3
UBS Group
UBS Group
Switzerland
+$2.74K
4
TRCT
Tower Research Capital (TRC)
New York
+$1.48K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$484

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$104K
2
Osaic Holdings
Osaic Holdings
Arizona
-$49
3
JP Morgan Chase
JP Morgan Chase
New York
-$11
4
S
SignatureFD
Georgia
-$5
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$2
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$319K -$104K -53,413 -23%
BlackRock
2
BlackRock
New York
$144K – – –
Geode Capital Management
3
Geode Capital Management
Massachusetts
$83.5K -$2 -1 -0%
State Street
4
State Street
Massachusetts
$27.8K – – –
IWC
5
Integrated Wealth Concepts
Massachusetts
$18K – – –
Osaic Holdings
6
Osaic Holdings
Arizona
$11.5K -$49 -25 -0.4%
Citadel Advisors
7
Citadel Advisors
Florida
$9.9K +$7.55K +3,883 +208%
Morgan Stanley
8
Morgan Stanley
New York
$9.59K +$5.36K +2,755 +100%
TRCT
9
Tower Research Capital (TRC)
New York
$3.92K +$1.48K +759 +51%
UBS Group
10
UBS Group
Switzerland
$2.46K +$2.74K +1,411 New
Group One Trading
11
Group One Trading
Illinois
$1.58K – – –
VL
12
Vima LLC
Michigan
$174 +$194 +100 New
Bank of America
13
Bank of America
North Carolina
$122 +$113 +58 +483%
Wells Fargo
14
Wells Fargo
California
$56 +$4 +2 +7%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$7 – – –
JP Morgan Chase
16
JP Morgan Chase
New York
– -$11 -5 Closed
S
17
SignatureFD
Georgia
– -$5 -2 Closed
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
– +$484 +249 +24,900%

XWEL Hedge Fund Activity: Q4 2023 in Review

17 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in XWELL (XWEL) for Q4 2023, worth a combined $632K — down 31% from $919K a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of XWEL and 2 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 6 added.

The largest buyer was Citadel Advisors, adding an estimated $7.55K. The largest seller was Vanguard Group, cutting an estimated $104K.

  • 17 institutional investors held XWELL (XWEL) as of Q4 2023, down from 19 in Q3 2023.
  • Funds reported $632K of XWELL stock for Q4 2023, down 31% quarter-over-quarter.
  • 2 funds opened new XWELL positions in Q4 2023 and 4 closed out, a net change of -2 holders.
  • The largest XWELL buyer in Q4 2023 was Citadel Advisors, an estimated $7.55K added.
  • The largest XWELL seller in Q4 2023 was Vanguard Group, an estimated $104K sold.

Based on aggregated 13F filings for Q4 2023.