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XFLT

XAI Floating Rate & Alternative Income Trust
XFLT

7 hedge funds and large institutions have $4.74M invested in XAI Floating Rate & Alternative Income Trust in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

1.39% more ownership

Funds ownership: 0% → 1.39% (+1.4%)

Holders
7
Holders Change
+7
Holders Change %
–
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
Bard Associates
Illinois
+$2.03M
2
UBS Group
UBS Group
Switzerland
+$1.52M
3
SFS
Shaker Financial Services
Virginia
+$555K
4
US Bancorp
US Bancorp
Minnesota
+$512K
5
CHAM
Clear Harbor Asset Management
Connecticut
+$222K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1
Bard Associates
Illinois
$1.86M +$2.03M +39,620 New
UBS Group
2
UBS Group
Switzerland
$1.4M +$1.52M +29,672 New
SFS
3
Shaker Financial Services
Virginia
$509K +$555K +10,835 New
US Bancorp
4
US Bancorp
Minnesota
$470K +$512K +10,000 New
CHAM
5
Clear Harbor Asset Management
Connecticut
$204K +$222K +4,335 New
Citadel Advisors
6
Citadel Advisors
Florida
$151K +$165K +3,213 New
WS
7
Wedbush Securities
California
$151K +$165K +3,220 New

XFLT Hedge Fund Activity: Q4 2017 in Review

7 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in XAI Floating Rate & Alternative Income Trust (XFLT) for Q4 2017, worth a combined $4.74M.

Buyers outnumbered sellers: 7 funds opened new XFLT positions and 0 closed out — a net gain of 7 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Bard Associates, opening a new position worth an estimated $2.03M.

  • 7 institutional investors held XAI Floating Rate & Alternative Income Trust (XFLT) as of Q4 2017, up from 0 in Q3 2017.
  • Funds reported $4.74M of XAI Floating Rate & Alternative Income Trust stock for Q4 2017.
  • 7 funds opened new XAI Floating Rate & Alternative Income Trust positions in Q4 2017 and 0 closed out, a net change of +7 holders.
  • The largest XAI Floating Rate & Alternative Income Trust buyer in Q4 2017 was Bard Associates, an estimated $2.03M added.

Based on aggregated 13F filings for Q4 2017.