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XHR

Xenia Hotels & Resorts

216 hedge funds and large institutions have $1.3B invested in Xenia Hotels & Resorts in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 90 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $115K | Put options by funds: $38K

13% more capital invested

Capital invested by funds: $1.14B → $1.3B (+$154M)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0.16% less ownership

Funds ownership: 90.5%90.34% (-0.16%)

0% less funds holding

Funds holding: 217216 (-1)

28% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 90

Holders
216
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
3.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
65
Reduced
90
Closed
17
Calls
$115K
Puts
$38K
Net Calls
+$77K
Net Calls Change
+$168K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
176
Versant Capital Management
Arizona
$20.6K -$4.64K -376 -20%
PMFA
177
Plante Moran Financial Advisors
Michigan
$20K
EL
178
EMFO LLC
Florida
$17K
GWM
179
Geneos Wealth Management
Colorado
$15.1K -$11K -888 -45%
GRP
180
Global Retirement Partners
California
$14.7K +$12 +1 +0.1%
SWM
181
Spire Wealth Management
Virginia
$13.6K
CFGS
182
Concourse Financial Group Securities
Alabama
$13.5K
PA
183
Parallel Advisors
California
$12.8K +$185 +15 +2%
TWM
184
Tradition Wealth Management
Minnesota
$12K
SL
185
Salomon & Ludwin
Virginia
$11.5K
HFM
186
Harvest Fund Management
China
$11K
FFA
187
Farther Finance Advisors
California
$10.7K +$6.88K +558 +248%
HWM
188
HighMark Wealth Management
Minnesota
$9.7K
AF
189
Allworth Financial
California
$9.28K
BTI
190
Blue Trust Inc
Georgia
$9K -$12.9K -1,049 -58%
SIS
191
Sound Income Strategies
Florida
$8.34K +$703 +57 +10%
EWA
192
EverSource Wealth Advisors
Alabama
$7.9K +$1.48K +120 +26%
RF
193
Robinswood Financial
Washington
$6.54K
PWMG
194
Prestige Wealth Management Group
New Jersey
$6.37K
SPIA
195
Steward Partners Investment Advisory
New York
$6.13K
PWMG
196
Provence Wealth Management Group
California
$5.71K
TSWM
197
Tyler-Stone Wealth Management
Ohio
$5.57K
GI
198
Gradient Investments
Minnesota
$5.49K
NL
199
NVWM LLC
Pennsylvania
$5.31K
NRG
200
Nemes Rush Group
Michigan
$5.27K +$4.77K +387 New