We are live on ! Find out more
XHR

Xenia Hotels & Resorts

254 hedge funds and large institutions have $2.12B invested in Xenia Hotels & Resorts in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 78 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 18

79% more call options, than puts

Call options by funds: $380K | Put options by funds: $212K

36% more capital invested

Capital invested by funds: $1.55B → $2.12B (+$564M)

10% more funds holding

Funds holding: 230254 (+24)

7.62% more ownership

Funds ownership: 73.72%81.34% (+7.6%)

12% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 89

Holders
254
Holders Change
+24
Holders Change %
+10.43%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
78
Reduced
89
Closed
18
Calls
$380K
Puts
$212K
Net Calls
+$168K
Net Calls Change
+$168K
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$72K +$6.16K +270 +10%
VanEck Associates
202
VanEck Associates
New York
$65K
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$57K +$707 +31 +1%
CMBA
204
C.M. Bidwell & Associates
Hawaii
$54K +$50.3K +2,205 New
WIM
205
Westside Investment Management
California
$52.4K -$19.8K -868 -29%
MOACM
206
Mutual of America Capital Management
New York
$49K +$45.6K +2,000 New
PIA
207
Piedmont Investment Advisors
North Carolina
$46K +$42.6K +1,868 New
CFA
208
Carroll Financial Associates
North Carolina
$45K
PCM
209
Poehling Capital Management
Wisconsin
$44K +$22.8K +1,000 +100%
MAM
210
Meeder Asset Management
Ohio
$43.8K -$46.2K -2,026 -53%
Federated Hermes
211
Federated Hermes
Pennsylvania
$43K +$20.5K +900 +105%
PCM
212
Prelude Capital Management
New York
$43K +$40.6K +1,782 New
US Bancorp
213
US Bancorp
Minnesota
$37K -$13.4K -589 -28%
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$36K -$17.6K -772 -34%
PMFA
215
Plante Moran Financial Advisors
Michigan
$36K
FHA
216
Flagship Harbor Advisors
Massachusetts
$36K +$33.7K +1,478 New
PI
217
PineBridge Investments
New York
$34K -$21K -920 -40%
ME
218
McIlrath & Eck
Washington
$34K
Loomis, Sayles & Company
219
Loomis, Sayles & Company
Massachusetts
$32K -$8.96K -393 -23%
BFC
220
Bedel Financial Consulting
Indiana
$31K
PWPS
221
Pinnacle Wealth Planning Services
Ohio
$31K +$136K +5,985 +24%
AAM
222
Advisors Asset Management
Colorado
$30K +$28.4K +1,246 New
RFC
223
Regions Financial Corp
Alabama
$28K -$8.55K -375 -24%
GI
224
Gradient Investments
Minnesota
$27K
RFM
225
Royal Fund Management
Florida
$26K