undamentalytics Newsletter

Xcel Brands, Inc.: which funds bought and sold

Institutions that bought and sold Xcel Brands shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 6 institutions that filed 13F reports for both quarters added to or opened positions in Xcel Brands, and 3 cut or closed them. Together they sold a net 124K shares, −14.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 4,193 shares (+6.9%); index fund managers were net buyers of 17K shares (+26.4%). 3 opened a new position and 0 sold out entirely.

Bought, Q2 2026 6 institutions, 3 of them new holders Sold, Q2 2026 3 institutions, 0 of them sold out
Net change, all compared −124K shares (−14.1%)
Net change, active managers +4,193 shares (+6.9%), 1 bought, 1 sold

Buyers versus sellers

institutions compared, 11
Active managers and hedge funds 1 bought · 1 sold · +4,193
Index fund managers 2 bought · 1 sold · +17K
Other institutions 3 bought · 1 sold · −145K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Vanguard Fiduciary Trust Co Index funds +27K New position 27K $49,320
Vanguard Capital Management LLC Index funds +20K +257.0% 28K $49,966
Susquehanna International Group, LLP +12K New position 12K $21,573
Citadel Advisors LLC Hedge fund +4,780 +11.0% 48K $86,927
UBS Group AG +1,197 +250.4% 1,675 $3,015
Caitong International Asset Management Co., Ltd +2 New position 2 $4

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Potomac Capital Management, Inc. −158K −38.8% 250K $450,104
Geode Capital Management, LLC Index funds −30K −51.9% 28K $50,075
Two Sigma Investments, LP Hedge fund −587 −3.4% 17K $29,732

New positions

largest by value
InstitutionSharesValue June 30, 2026
Vanguard Fiduciary Trust CoIndex funds 27K $49,320
Susquehanna International Group, LLP 12K $21,573
Caitong International Asset Management Co., Ltd 2 $4

Sold out

largest by value
InstitutionSharesValue March 31, 2026
No institution sold its whole holding.

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
11
Ten largest holders
100.0%
of 13F-reported shares
Index fund managers
11.0%
of 13F-reported shares
Active managers and hedge funds
8.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 1 1 0 0 +4,193 +6.9%
Index fund managers 2 1 1 0 +17K +26.4%
Other institutions 3 1 2 0 −145K −19.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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