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Xenia Hotels & Resorts

227 hedge funds and large institutions have $1.39B invested in Xenia Hotels & Resorts in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $55K | Put options by funds: $19K

0.63% less ownership

Funds ownership: 88.48%87.85% (-0.63%)

6% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 84

3% less funds holding

Funds holding: 235227 (-8)

6% less capital invested

Capital invested by funds: $1.47B → $1.39B (-$84.2M)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
227
Holders Change
-8
Holders Change %
-3.4%
% of All Funds
3.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
79
Reduced
84
Closed
24
Calls
$55K
Puts
$19K
Net Calls
+$36K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
176
Lazard Asset Management
New York
$67K +$52.8K +3,310 +206%
CFGS
177
Concourse Financial Group Securities
Alabama
$57K
CCA
178
Column Capital Advisors
Indiana
$50K
GWM
179
Geneos Wealth Management
Colorado
$46K -$264K -16,546 -83%
SWA
180
SOA Wealth Advisors
New York
$44K
Acadian Asset Management
181
Acadian Asset Management
Massachusetts
$43K -$637K -39,942 -93%
GFPC
182
Global Financial Private Client
Florida
$35.9K
VCM
183
Versant Capital Management
Arizona
$27K
PTC
184
Private Trust Company
Ohio
$24K
AF
185
Advisornet Financial
Minnesota
$23K
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$21K
PMFA
187
Plante Moran Financial Advisors
Michigan
$20K
GRP
188
Global Retirement Partners
California
$20K +$223 +14 +1%
SIS
189
Sound Income Strategies
Florida
$18K +$989 +62 +5%
EL
190
EMFO LLC
Florida
$17K
QCG
191
Quadrant Capital Group
Ohio
$17K +$7.9K +495 +70%
BTI
192
Blue Trust Inc
Georgia
$15K
OLVIG
193
Oliver Lagore Vanvalin Investment Group
Michigan
$15K
TWM
194
Tradition Wealth Management
Minnesota
$12K +$14.2K +889 New
HFM
195
Harvest Fund Management
China
$11K -$10.7K -668 -46%
SPIA
196
Steward Partners Investment Advisory
New York
$10K
EWA
197
EverSource Wealth Advisors
Alabama
$9K -$6.85K -429 -39%
AF
198
Allworth Financial
California
$9K
US Bancorp
199
US Bancorp
Minnesota
$9K +$2.76K +173 +38%
CM
200
Cornerstone Management
Georgia
$8.62K +$9.97K +625 New