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XHR

Xenia Hotels & Resorts

230 hedge funds and large institutions have $1.31B invested in Xenia Hotels & Resorts in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 89 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

5% more funds holding

Funds holding: 220230 (+10)

2.55% less ownership

Funds ownership: 91.83%89.29% (-2.5%)

7% less capital invested

Capital invested by funds: $1.4B → $1.31B (-$95.4M)

22% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 89

Holders
230
Holders Change
+10
Holders Change %
+4.55%
% of All Funds
3.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
69
Reduced
89
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
201
GAMMA Investing
California
$9.34K +$1.52K +105 +19%
CA
202
Continuum Advisory
Idaho
$8.57K
EWA
203
EverSource Wealth Advisors
Alabama
$8.05K
SIS
204
Sound Income Strategies
Florida
$7.95K -$825 -57 -9%
BTI
205
Blue Trust Inc
Georgia
$7.85K
RF
206
Robinswood Financial
Washington
$6.88K
PWMG
207
Prestige Wealth Management Group
New Jersey
$6.71K
SPIA
208
Steward Partners Investment Advisory
New York
$6.45K
TSWM
209
Tyler-Stone Wealth Management
Ohio
$5.86K
NL
210
NVWM LLC
Pennsylvania
$5.59K
IAIM
211
International Assets Investment Management
Florida
$5.26K +$5.31K +367 New
CA
212
Clearstead Advisors
Ohio
$5.13K
SAM
213
Smartleaf Asset Management
Massachusetts
$4.97K +$1.59K +110 +45%
QCG
214
Quadrant Capital Group
Ohio
$4.56K
MHR
215
Matthew Hamilton Rosenberg
$3.83K
LC
216
Lindbrook Capital
California
$3.18K +$3.21K +222 New
Bessemer Group
217
Bessemer Group
New Jersey
$3K
AAG
218
Armstrong Advisory Group
Massachusetts
$2.97K
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$2.11K
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$2.05K +$1.03K +71 +99%
AAP
221
Arax Advisory Partners
Colorado
$1.58K +$1.59K +110 New
UB
222
UMB Bank
Missouri
$1.46K +$753 +52 +104%
TCM
223
TD Capital Management
Tennessee
$1.38K
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$1.09K
Loomis, Sayles & Company
225
Loomis, Sayles & Company
Massachusetts
$1K +$912 +63 New