XFLT
XAI Octagon Floating Rate and Alternative Income Trust
XFLT
XFLT
71 hedge funds and large institutions have $37.9M invested in XAI Octagon Floating Rate and Alternative Income Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-7
Holders Change %
-8.97%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
25
Reduced
18
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BA
76
Bard Associates
Chicago,
Illinois
| – | -$893K | -149,247 | Closed |
|
77
Citadel Advisors
Miami,
Florida
| – | -$202K | -34,098 | Closed |
|
|
SPC
78
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$160K | -27,018 | Closed |
|
|
MA
79
Mutual Advisors
Omaha,
Nebraska
| – | -$120K | -21,268 | Closed |
|
|
HF
80
HRT Financial
New York
| – | -$124K | -20,992 | Closed |
|
81
Wells Fargo
San Francisco,
California
| – | -$108K | -18,356 | Closed |
|
82
Jane Street
New York
| – | -$91.7K | -15,508 | Closed |
|
|
VF
83
Virtu Financial
New York
| – | -$78K | -13,133 | Closed |
|
|
AWS
84
Atria Wealth Solutions
New York
| – | -$65.8K | -10,970 | Closed |
|
|
PWM
85
Perigon Wealth Management
San Francisco,
California
| – | -$64.1K | -10,840 | Closed |
|
|
BBHC
86
Brown Brothers Harriman & Co
New York
| – | -$674 | -114 | Closed |
|
|
HCP
87
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$118 | -20 | Closed |
|
88
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$5 | -1 | Closed |
|