XAI Floating Rate & Alternative Income Trust
XFLT
16 hedge funds and large institutions have $11.2M invested in XAI Floating Rate & Alternative Income Trust in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.
66% more capital invested
Capital invested by funds: $6.78M → $11.2M (+$4.47M)
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
0.88% more ownership
Funds ownership: 2.22% → 3.1% (+0.88%)
6% less funds holding
Funds holding: 17 → 16 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$95.2K |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$59.1K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$49.4K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
+$33.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$564K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$289K |
| 3 |
TSS
Two Sigma Securities
New York
|
-$105K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$104K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$61K |
XFLT Hedge Fund Activity: Q1 2019 in Review
16 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in XAI Floating Rate & Alternative Income Trust (XFLT) for Q1 2019, worth a combined $11.2M — up 66% from $6.78M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of XFLT and 1 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 7 added.
The largest buyer was UBS Group, adding an estimated $4M. The largest seller was Shaker Financial Services, cutting an estimated $564K.
- 16 institutional investors held XAI Floating Rate & Alternative Income Trust (XFLT) as of Q1 2019, down from 17 in Q4 2018.
- Funds reported $11.2M of XAI Floating Rate & Alternative Income Trust stock for Q1 2019, up 66% quarter-over-quarter.
- 1 fund opened new XAI Floating Rate & Alternative Income Trust positions in Q1 2019 and 2 closed out, a net change of -1 holder.
- The largest XAI Floating Rate & Alternative Income Trust buyer in Q1 2019 was UBS Group, an estimated $4M added.
- The largest XAI Floating Rate & Alternative Income Trust seller in Q1 2019 was Shaker Financial Services, an estimated $564K sold.
Based on aggregated 13F filings for Q1 2019.