XAI Floating Rate & Alternative Income Trust
XFLT
17 hedge funds and large institutions have $6.78M invested in XAI Floating Rate & Alternative Income Trust in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
42% more funds holding
Funds holding: 12 → 17 (+5)
2% more capital invested
Capital invested by funds: $6.63M → $6.78M (+$140K)
0.59% more ownership
Funds ownership: 1.62% → 2.22% (+0.59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.05M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$458K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$364K |
| 4 |
TSS
Two Sigma Securities
New York
|
+$128K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$107K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$122K |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$27.9K |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$10.1K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.51K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
-$4.36K |
XFLT Hedge Fund Activity: Q4 2018 in Review
17 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in XAI Floating Rate & Alternative Income Trust (XFLT) for Q4 2018, worth a combined $6.78M — up 2.1% from $6.63M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XFLT positions and 1 closed out — a net gain of 5 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.05M. The largest seller was B. Riley Wealth Management, exiting entirely with an estimated $122K sold.
- 17 institutional investors held XAI Floating Rate & Alternative Income Trust (XFLT) as of Q4 2018, up from 12 in Q3 2018.
- Funds reported $6.78M of XAI Floating Rate & Alternative Income Trust stock for Q4 2018, up 2.1% quarter-over-quarter.
- 6 funds opened new XAI Floating Rate & Alternative Income Trust positions in Q4 2018 and 1 closed out, a net change of +5 holders.
- The largest XAI Floating Rate & Alternative Income Trust buyer in Q4 2018 was Shaker Financial Services, an estimated $1.05M added.
- The largest XAI Floating Rate & Alternative Income Trust seller in Q4 2018 was B. Riley Wealth Management, an estimated $122K sold.
Based on aggregated 13F filings for Q4 2018.