XFLT

XAI Octagon Floating Rate and Alternative Income Trust

75 hedge funds and large institutions have $41.4M invested in XAI Octagon Floating Rate and Alternative Income Trust in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
75
Holders Change
+18
Holders Change %
+31.58%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
25
Increased
27
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
76
Huntington National Bank
Ohio
$7 -$7
Wells Fargo
77
Wells Fargo
California
$3
Walleye Capital
78
Walleye Capital
New York
-$310K -45,455 Closed
MWM
79
Modera Wealth Management
New Jersey
-$184K -27,000 Closed
ASN
80
Advisory Services Network
Georgia
-$179K -25,357 Closed
PI
81
PFG Investments
New York
-$75.6K -11,083 Closed
JIP
82
Jaffetilchin Investment Partners
Florida
-$5.22K -765 Closed
FIA
83
FNY Investment Advisers
New York
-$1K -200 Closed