XAI Floating Rate & Alternative Income Trust
XFLT
40 hedge funds and large institutions have $20.8M invested in XAI Floating Rate & Alternative Income Trust in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 4 closing their positions.
243% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 7
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
22% more capital invested
Capital invested by funds: $17.1M → $20.8M (+$3.72M)
3% more funds holding
Funds holding: 39 → 40 (+1)
0.27% more ownership
Funds ownership: 1.59% → 1.87% (+0.27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASFA
All Season Financial Advisors
Denver,
Colorado
|
+$1.4M |
| 2 |
MGWM
Marks Group Wealth Management
Minnetonka,
Minnesota
|
+$1.38M |
| 3 |
C
Certuity
North Palm Beach,
Florida
|
+$197K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$158K |
| 5 |
Morgan Stanley
New York
|
+$156K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$706K |
| 2 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$93.2K |
| 3 |
VF
Virtu Financial
New York
|
-$87K |
| 4 |
DA
DCM Advisors
New York
|
-$78K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$65.4K |
XFLT Hedge Fund Activity: Q4 2021 in Review
40 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in XAI Floating Rate & Alternative Income Trust (XFLT) for Q4 2021, worth a combined $20.8M — up 22% from $17.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XFLT positions and 4 closed out — a net gain of 2 holders — while 24 added to existing stakes and 7 trimmed.
The largest buyer was All Season Financial Advisors, adding an estimated $1.4M. The largest seller was PNC Financial Services Group, cutting an estimated $706K.
- 40 institutional investors held XAI Floating Rate & Alternative Income Trust (XFLT) as of Q4 2021, up from 39 in Q3 2021.
- Funds reported $20.8M of XAI Floating Rate & Alternative Income Trust stock for Q4 2021, up 22% quarter-over-quarter.
- 6 funds opened new XAI Floating Rate & Alternative Income Trust positions in Q4 2021 and 4 closed out, a net change of +2 holders.
- The largest XAI Floating Rate & Alternative Income Trust buyer in Q4 2021 was All Season Financial Advisors, an estimated $1.4M added.
- The largest XAI Floating Rate & Alternative Income Trust seller in Q4 2021 was PNC Financial Services Group, an estimated $706K sold.
Based on aggregated 13F filings for Q4 2021.