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 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$2.14M 332,474 +21,253 +7%
UBS Group
2
UBS Group
Switzerland
$1.4M 218,233 -9,085 -4%
CC
3
Claybrook Capital
Massachusetts
$1.31M 204,118 +6,350 +3%
BAM
4
Belpointe Asset Management
Nevada
$1.23M 191,054 -31,892 -14%
BA
5
Bard Associates
Illinois
$1.15M 177,462 -2,150 -1%
CPIG
6
Chicago Partners Investment Group
Illinois
$891K 141,449 +62,115 +78%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$668K 103,983 -16 -0%
CM
8
CastleKnight Management
New York
$598K 93,000 +78,173 +527%
VEA
9
Virtus ETF Advisers
New York
$495K 77,045 -8,440 -10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$443K 68,849 -4,590 -6%
BRWA
11
B. Riley Wealth Advisors
Florida
$429K 66,015 -2,705 -4%
KAS
12
Kestra Advisory Services
Texas
$423K 65,810 +5,347 +9%
PAG
13
Private Advisor Group
New Jersey
$309K 48,045 +4,203 +10%
ASFA
14
All Season Financial Advisors
Colorado
$308K 47,939 +419 +0.9%
WS
15
Wedbush Securities
California
$301K 46,853 -714 -2%
ASN
16
Advisory Services Network
Georgia
$236K 36,736 -15 -0%
RJA
17
Raymond James & Associates
Florida
$229K 35,628 -7,670 -18%
Morgan Stanley
18
Morgan Stanley
New York
$222K 34,529 -16,629 -33%
Osaic Holdings
19
Osaic Holdings
Arizona
$185K 28,751 +2,512 +10%
SC
20
Savant Capital
Illinois
$139K 21,606 +160 +0.7%
NW
21
Naviter Wealth
Arkansas
$134K 20,564 +5,973 +41%
SIC
22
Samalin Investment Counsel
New York
$112K 17,400 +17,400 New
MWM
23
Modera Wealth Management
New Jersey
$109K 17,000 +3,700 +28%
KPWS
24
Kestra Private Wealth Services
Texas
$80K 12,450 +12,450 New
NA
25
NewEdge Advisors
Louisiana
$78.6K 11,697 -503 -4%