XFLT

XAI Octagon Floating Rate and Alternative Income Trust

48 hedge funds and large institutions have $15.2M invested in XAI Octagon Floating Rate and Alternative Income Trust in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
19
Reduced
10
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
26
CoreCap Advisors
Michigan
$127K +$127K +19,000 New
MWM
27
Modera Wealth Management
New Jersey
$120K +$6.68K +1,000 +6%
KPWS
28
Kestra Private Wealth Services
Texas
$116K +$32.7K +4,900 +39%
CG
29
CFO4Life Group
Texas
$100K +$100K +15,000 New
IA
30
IFG Advisory
Georgia
$97.4K +$97.4K +14,579 New
NA
31
NewEdge Advisors
Louisiana
$91.5K +$13.4K +2,000 +17%
BFA
32
Beacon Financial Advisory
Ohio
$73.8K +$2.6K +389 +4%
APA
33
Astoria Portfolio Advisors
New York
$69.7K +$69.7K +10,198 New
S
34
SignatureFD
Georgia
$66.8K
SL
35
Summitry LLC
California
$66.8K
PMFA
36
Plante Moran Financial Advisors
Michigan
$56.8K +$628 +94 +1%
Wells Fargo
37
Wells Fargo
California
$31.4K
TWM
38
Tradition Wealth Management
Minnesota
$26K +$269 +41 +1%
HNB
39
Huntington National Bank
Ohio
$14.7K -$14.1K
OSNBOA
40
Old Second National Bank of Aurora
Illinois
$10K
FWM
41
Focused Wealth Management
New York
$9.51K +$334 +50 +4%
BAM
42
Byrne Asset Management
New Jersey
$7K
TF
43
Tompkins Financial
New York
$6.68K
Bank of America
44
Bank of America
North Carolina
$3.34K
AA
45
AlphaMark Advisors
Kentucky
$2K +$485 +64 +32%
FIA
46
FNY Investment Advisers
New York
$1K
HCP
47
Hexagon Capital Partners
Arkansas
$134
PA
48
PSI Advisors
Florida
$105 -$7.38K -1,125 -99%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$7