XAI Floating Rate & Alternative Income Trust
XFLT
20 hedge funds and large institutions have $8.55M invested in XAI Floating Rate & Alternative Income Trust in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
18% more funds holding
Funds holding: 17 → 20 (+3)
1% more capital invested
Capital invested by funds: $8.5M → $8.55M (+$51K)
0.55% less ownership
Funds ownership: 2.22% → 1.68% (-0.55%)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$186K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$139K |
| 3 |
Morgan Stanley
New York
|
+$122K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$45.4K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$37.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$1.16M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.06M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$186K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$128K |
| 5 |
BA
Bard Associates
Chicago,
Illinois
|
-$63.4K |
XFLT Hedge Fund Activity: Q4 2020 in Review
20 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in XAI Floating Rate & Alternative Income Trust (XFLT) for Q4 2020, worth a combined $8.55M — up 0.6% from $8.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new XFLT positions and 4 closed out — a net gain of 3 holders — while 4 added to existing stakes and 6 trimmed.
The largest buyer was Wells Fargo, opening a new position worth an estimated $186K. The largest seller was Belpointe Asset Management, cutting an estimated $1.16M.
- 20 institutional investors held XAI Floating Rate & Alternative Income Trust (XFLT) as of Q4 2020, up from 17 in Q3 2020.
- Funds reported $8.55M of XAI Floating Rate & Alternative Income Trust stock for Q4 2020, up 0.6% quarter-over-quarter.
- 7 funds opened new XAI Floating Rate & Alternative Income Trust positions in Q4 2020 and 4 closed out, a net change of +3 holders.
- The largest XAI Floating Rate & Alternative Income Trust buyer in Q4 2020 was Wells Fargo, an estimated $186K added.
- The largest XAI Floating Rate & Alternative Income Trust seller in Q4 2020 was Belpointe Asset Management, an estimated $1.16M sold.
Based on aggregated 13F filings for Q4 2020.