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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
NFG
176
Next Financial Group
Texas
$164K +$190K +9,347 +4,818%
AIP
177
Ameritas Investment Partners
Nebraska
$161K +$12.4K +610 +7%
GC
178
Globeflex Capital
California
$160K
FQ
179
First Quadrant
California
$147K -$748K -36,819 -81%
RA
180
RMR Advisors
Massachusetts
$139K
AF
181
Advisornet Financial
Minnesota
$138K
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$107K +$8.57K +422 +7%
QT
183
Quantamental Technologies
New York
$101K +$120K +5,885 New
CA
184
Crewe Advisors
Utah
$100K
BTNA
185
Bremer Trust National Association
Minnesota
$82K +$96.9K +4,768 New
NC
186
NewSquare Capital
Pennsylvania
$80K -$21.5K -1,058 -18%
AIM
187
Advantage Investment Management
Iowa
$57K -$4.41K -217 -6%
ASN
188
Advisory Services Network
Georgia
$54K +$711 +35 +1%
MWNA
189
Marshall Wace North America
New York
$51K +$59.7K +2,939 New
MOACM
190
Mutual of America Capital Management
New York
$43K +$10.2K +500 +25%
SLF
191
Sun Life Financial
Ontario, Canada
$42K +$50.1K +2,468 New
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$32K
LM
193
Legg Mason
Maryland
$31K
AAM
194
Advisors Asset Management
Colorado
$29K -$2.11K -104 -6%
WIM
195
Westside Investment Management
California
$26.3K -$13.1K -644 -30%
PMFA
196
Plante Moran Financial Advisors
Michigan
$25K
PI
197
PineBridge Investments
New York
$24K
Federated Hermes
198
Federated Hermes
Pennsylvania
$23K -$3.03K -149 -10%
PWPS
199
Pinnacle Wealth Planning Services
Ohio
$22K -$170K -8,384 -27%
Loomis, Sayles & Company
200
Loomis, Sayles & Company
Massachusetts
$22K -$7.88K -388 -23%