XAI Floating Rate & Alternative Income Trust
XFLT
45 hedge funds and large institutions have $15M invested in XAI Floating Rate & Alternative Income Trust in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
2% more funds holding
Funds holding: 44 → 45 (+1)
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
0.76% less ownership
Funds ownership: 2.21% → 1.45% (-0.76%)
15% less capital invested
Capital invested by funds: $17.6M → $15M (-$2.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$353K |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$120K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
+$104K |
| 4 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$97.9K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$84.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Castleview Partners
Dallas,
Texas
|
-$7.13M |
| 2 |
Morgan Stanley
New York
|
-$483K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$134K |
| 4 |
LPL Financial
San Diego,
California
|
-$123K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$122K |
XFLT Hedge Fund Activity: Q3 2022 in Review
45 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in XAI Floating Rate & Alternative Income Trust (XFLT) for Q3 2022, worth a combined $15M — down 15% from $17.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new XFLT positions and 5 closed out — a net gain of 2 holders — while 13 added to existing stakes and 13 trimmed.
The largest buyer was Landscape Capital Management, opening a new position worth an estimated $353K. The largest seller was Castleview Partners, cutting an estimated $7.13M.
- 45 institutional investors held XAI Floating Rate & Alternative Income Trust (XFLT) as of Q3 2022, up from 44 in Q2 2022.
- Funds reported $15M of XAI Floating Rate & Alternative Income Trust stock for Q3 2022, down 15% quarter-over-quarter.
- 7 funds opened new XAI Floating Rate & Alternative Income Trust positions in Q3 2022 and 5 closed out, a net change of +2 holders.
- The largest XAI Floating Rate & Alternative Income Trust buyer in Q3 2022 was Landscape Capital Management, an estimated $353K added.
- The largest XAI Floating Rate & Alternative Income Trust seller in Q3 2022 was Castleview Partners, an estimated $7.13M sold.
Based on aggregated 13F filings for Q3 2022.