XFLT

XAI Octagon Floating Rate and Alternative Income Trust
XFLT

Overview Fund Activity

51 hedge funds and large institutions have $17.7M invested in XAI Octagon Floating Rate and Alternative Income Trust in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
24
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VEA
1
Virtus ETF Advisers
New York
$888K
2
BAM
2
Belpointe Asset Management
Nevada
$514K
3
Morgan Stanley
3
Morgan Stanley
New York
$479K
4
ASFA
4
All Season Financial Advisors
Colorado
$557K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$886K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.33M
2
SC
2
Sykon Capital
New York
$0
3
S
3
SignatureFD
Georgia
$0
4
SC
4
Savant Capital
Illinois
$131K
5
CA
5
CoreCap Advisors
Michigan
$115K
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
51
Hexagon Capital Partners
Arkansas
$139 – – –
PA
52
PSI Advisors
Florida
$114 – – –
SC
53
Sykon Capital
New York
– -$147K -22,000 Closed
S
54
SignatureFD
Georgia
– -$66.8K -10,000 Closed
Fidelity Investments
55
Fidelity Investments
Massachusetts
– -$7 -1 Closed
1 2
3