XFLT

XAI Octagon Floating Rate and Alternative Income Trust

58 hedge funds and large institutions have $25.7M invested in XAI Octagon Floating Rate and Alternative Income Trust in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BAM
1
Belpointe Asset Management
Nevada
$3.29M 463,827 +357,402 +336%
LPL Financial
2
LPL Financial
California
$2.33M 327,964 +7,699 +2%
Lido Advisors
3
Lido Advisors
California
$1.54M 214,394 -4,500 -2%
UBS Group
4
UBS Group
Switzerland
$1.52M 213,953 +5,886 +3%
CPIG
5
Chicago Partners Investment Group
Illinois
$1.37M 195,542 +49,934 +34%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.19M 168,215 +122,073 +265%
BA
7
Bard Associates
Illinois
$1.15M 159,647 -7,515 -4%
RAM
8
Roumell Asset Management
Maryland
$1M 141,432
KAS
9
Kestra Advisory Services
Texas
$938K 132,324 +29,982 +29%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$887K 125,062 -29 -0%
VEA
11
Virtus ETF Advisers
New York
$845K 119,229 +24,447 +26%
Walleye Capital
12
Walleye Capital
New York
$614K 86,536 +52,677 +156%
ASFA
13
All Season Financial Advisors
Colorado
$599K 84,477 +5,375 +7%
Morgan Stanley
14
Morgan Stanley
New York
$576K 81,249 -42,279 -34%
PAG
15
Private Advisor Group
New Jersey
$531K 74,916 +3,450 +5%
BRWA
16
B. Riley Wealth Advisors
Florida
$484K 68,860 +2,644 +4%
SIC
17
Samalin Investment Counsel
New York
$482K 67,984 +6,274 +10%
CM
18
CastleKnight Management
New York
$468K 66,000 -27,000 -29%
ALC
19
Alexander Labrunerie & Co
Missouri
$420K 59,200 +59,200 New
WS
20
Wedbush Securities
California
$337K 47,525 -4,968 -9%
JWCA
21
J.W. Cole Advisors
Florida
$317K 44,753 +21,630 +94%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$309K 43,541 -4,031 -8%
GVAG
23
Great Valley Advisor Group
Delaware
$302K 42,621 -3,621 -8%
IA
24
IFG Advisory
Georgia
$278K 39,250 +24,671 +169%
CCG
25
Catalina Capital Group
California
$269K 37,880