XFLT
XAI Octagon Floating Rate and Alternative Income Trust
XFLT
XFLT
54 hedge funds and large institutions have $66.5M invested in XAI Octagon Floating Rate and Alternative Income Trust in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 46 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
41% less funds holding
Funds holding: 91 → 54 (-37)
76% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 46
Holders
54
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$5.27M | |
| 2 | +$4.24M | |
| 3 | +$3.15M | |
| 4 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$1.97M |
| 5 |
RL
RPO LLC
Stamford,
Connecticut
|
+$1.77M |
Top Sellers
| 1 | -$8.48M | |
| 2 | -$7.12M | |
| 3 | -$2.17M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.05M |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$1.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Bank of America
Charlotte,
North Carolina
| – |
|
|||
|
LWMI
102
Legacy Wealth Management (Idaho)
Boise,
Idaho
| – |
|