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Xenia Hotels & Resorts

242 hedge funds and large institutions have $1.51B invested in Xenia Hotels & Resorts in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

4% more funds holding

Funds holding: 233242 (+9)

5% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 82

1.35% less ownership

Funds ownership: 79.48%78.13% (-1.4%)

30% less capital invested

Capital invested by funds: $2.14B → $1.51B (-$635M)

Holders
242
Holders Change
+9
Holders Change %
+3.86%
% of All Funds
5.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
86
Reduced
82
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WG
151
Winton Group
United Kingdom
$300K -$311K -15,301 -47%
HAG
152
HighPoint Advisor Group
Illinois
$299K -$996K -49,009 -90%
IA
153
IFP Advisors
Florida
$295K -$94.7K -4,660 -21%
URS
154
Utah Retirement Systems
Utah
$294K +$16.3K +800 +5%
Daiwa Securities Group
155
Daiwa Securities Group
Japan
$292K
BA
156
BKS Advisors
Michigan
$275K
AG
157
Aperio Group
California
$264K +$52.6K +2,589 +20%
FIM
158
Freedom Investment Management
Connecticut
$259K -$53K -2,607 -15%
AB
159
Amalgamated Bank
New York
$257K +$3.09K +152 +1%
Principal Financial Group
160
Principal Financial Group
Iowa
$255K -$7.94K -391 -3%
AWM
161
AE Wealth Management
Kansas
$253K -$19.1K -939 -6%
SS
162
Simplicity Solutions
Minnesota
$253K +$299K +14,700 New
Squarepoint
163
Squarepoint
New York
$250K +$295K +14,526 New
IAA
164
Independent Advisor Alliance
North Carolina
$249K +$122K +6,002 +71%
GC
165
Guggenheim Capital
Illinois
$245K -$169K -8,298 -37%
UCFA
166
United Capital Financial Advisors
Texas
$243K +$5.08K +250 +2%
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$239K
Envestnet Asset Management
168
Envestnet Asset Management
Illinois
$230K +$272K +13,369 New
RJT
169
Raymond James Trust
Florida
$222K
FAAS
170
First Allied Advisory Services
California
$219K -$35.9K -1,766 -12%
WA
171
Wealthstar Advisors
Texas
$211K -$11K -543 -4%
FM
172
Foster & Motley
Ohio
$203K -$40.4K -1,990 -14%
TSS
173
Two Sigma Securities
New York
$184K +$217K +10,678 New
SWP
174
Stratos Wealth Partners
Ohio
$179K -$4.39K -216 -2%
Creative Planning
175
Creative Planning
Kansas
$175K -$14.4K -709 -7%