XFLT

XAI Octagon Floating Rate and Alternative Income Trust

43 hedge funds and large institutions have $14M invested in XAI Octagon Floating Rate and Alternative Income Trust in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 12 closing their positions.

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
13
Reduced
11
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$1.97M 311,221 -22,995 -7%
UBS Group
2
UBS Group
Switzerland
$1.44M 227,318 +8,974 +4%
BAM
3
Belpointe Asset Management
Nevada
$1.41M 222,946 -15,470 -6%
CC
4
Claybrook Capital
Massachusetts
$1.25M 197,768
BA
5
Bard Associates
Illinois
$1.14M 179,612 -12,100 -6%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$657K 103,999 +33,909 +48%
CPIG
7
Chicago Partners Investment Group
Illinois
$544K 79,334 +43,589 +122%
VEA
8
Virtus ETF Advisers
New York
$540K 85,485 -8 -0%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$465K 73,439 -29,838 -29%
BRWA
10
B. Riley Wealth Advisors
Florida
$435K 68,720 -4,245 -6%
KAS
11
Kestra Advisory Services
Texas
$382K 60,463 +3,388 +6%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$369K 58,453 +58,453 New
Wells Fargo
13
Wells Fargo
California
$355K 56,200 -1,500 -3%
Morgan Stanley
14
Morgan Stanley
New York
$323K 51,158 -950 -2%
US Bancorp
15
US Bancorp
Minnesota
$316K 50,000
WS
16
Wedbush Securities
California
$301K 47,567 -3,065 -6%
ASFA
17
All Season Financial Advisors
Colorado
$300K 47,520 +1,291 +3%
RJA
18
Raymond James & Associates
Florida
$274K 43,298 -5,860 -12%
ASN
19
Advisory Services Network
Georgia
$232K 36,751 +151 +0.4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$179K 28,410 +9,142 +47%
Osaic Holdings
21
Osaic Holdings
Arizona
$166K 26,239 -46,276 -64%
CA
22
CoreCap Advisors
Michigan
$123K 19,400
NW
23
Naviter Wealth
Arkansas
$98.3K 14,591 +14,591 New
CM
24
CastleKnight Management
New York
$93.7K 14,827 +14,827 New
MWM
25
Modera Wealth Management
New Jersey
$84.1K 13,300 +2,600 +24%