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XHR

Xenia Hotels & Resorts

225 hedge funds and large institutions have $1.38B invested in Xenia Hotels & Resorts in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.31B → $1.38B (+$73.2M)

2.2% more ownership

Funds ownership: 89.29%91.48% (+2.2%)

2% less funds holding

Funds holding: 230225 (-5)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

31% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 93

Holders
225
Holders Change
-5
Holders Change %
-2.17%
% of All Funds
3.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
64
Reduced
93
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VF
176
VitalStone Financial
Texas
$27.3K -$8.83K -636 -26%
PTC
177
Private Trust Company
Ohio
$25.3K
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$23.4K +$167 +12 +0.8%
AAM
179
Advisors Asset Management
Colorado
$23.1K -$97 -7 -0.4%
PMFA
180
Plante Moran Financial Advisors
Michigan
$21.7K
VCM
181
Versant Capital Management
Arizona
$21.1K
PS
182
Principal Securities
Iowa
$21K -$14.8K -1,068 -43%
GRP
183
Global Retirement Partners
California
$16.7K
GWM
184
Geneos Wealth Management
Colorado
$16.3K
FFA
185
Farther Finance Advisors
California
$15.7K +$3K +216 +26%
OP
186
ORG Partners
Indiana
$15.2K
SWA
187
SOA Wealth Advisors
New York
$14.8K +$28 +2 +0.2%
SL
188
Salomon & Ludwin
Virginia
$14.4K
PA
189
Parallel Advisors
California
$13.9K
BTI
190
Blue Trust Inc
Georgia
$13.3K +$5.61K +404 +77%
DWM
191
Darwin Wealth Management
Florida
$10.7K +$10.1K +727 New
HWM
192
HighMark Wealth Management
Minnesota
$10.5K
AF
193
Allworth Financial
California
$10.1K
HCA
194
Harbor Capital Advisors
Illinois
$10K +$9.22K +664 New
CA
195
Continuum Advisory
Idaho
$8.97K
EWA
196
EverSource Wealth Advisors
Alabama
$8.57K
GI
197
GAMMA Investing
California
$8.2K -$1.35K -97 -15%
SIS
198
Sound Income Strategies
Florida
$8.2K
RF
199
Robinswood Financial
Washington
$7.09K
QL
200
Quarry LP
New York
$6.94K -$9.36K -674 -59%