XFLT

XAI Octagon Floating Rate and Alternative Income Trust

43 hedge funds and large institutions have $14M invested in XAI Octagon Floating Rate and Alternative Income Trust in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 12 closing their positions.

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
13
Reduced
11
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$77.1K 12,200 +1,303 +12%
Creative Planning
27
Creative Planning
Kansas
$64.4K 10,192 +10,192 New
BFA
28
Beacon Financial Advisory
Ohio
$64K 10,122 +10,122 New
SL
29
Summitry LLC
California
$63.2K 10,000
LNWWM
30
Laird Norton Wetherby Wealth Management
California
$63.2K 10,000 +10,000 New
S
31
SignatureFD
Georgia
$63.2K 10,000 +10,000 New
PMFA
32
Plante Moran Financial Advisors
Michigan
$51.5K 8,147 +272 +3%
TWM
33
Tradition Wealth Management
Minnesota
$25K 3,884 +38 +1%
HNB
34
Huntington National Bank
Ohio
-2,201 Closed
MCC
35
Money Concepts Capital
Florida
$13.9K 2,200 +2,200 New
FWM
36
Focused Wealth Management
New York
$8.39K 1,328 +44 +3%
BAM
37
Byrne Asset Management
New Jersey
$6.32K 1,000
TF
38
Tompkins Financial
New York
$6K 1,000
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$4.42K 700
AA
40
AlphaMark Advisors
Kentucky
$1K 200
PAG
41
Private Advisor Group
New Jersey
$277 43,842 +1,439 +3%
SC
42
Savant Capital
Illinois
$136 21,446 +21,446 New
HCP
43
Hexagon Capital Partners
Arkansas
$126 20 +20 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$6 1 +1 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
-83,360 Closed
LCM
46
Landscape Capital Management
New Jersey
-50,526 Closed
MP
47
McDonald Partners
Ohio
-47,473 Closed
CAN
48
Cetera Advisor Networks
California
-17,721 Closed
AWS
49
Atria Wealth Solutions
New York
-14,821 Closed
TSS
50
Two Sigma Securities
New York
-14,745 Closed