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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
PWMG
201
Prestige Wealth Management Group
New Jersey
$6.91K
SPIA
202
Steward Partners Investment Advisory
New York
$6.65K
NL
203
NVWM LLC
Pennsylvania
$5.72K
CA
204
Clearstead Advisors
Ohio
$5.29K
Bessemer Group
205
Bessemer Group
New Jersey
$5K +$2.15K +155 +75%
SAM
206
Smartleaf Asset Management
Massachusetts
$4.98K -$333 -24 -7%
QCG
207
Quadrant Capital Group
Ohio
$4.7K
MHR
208
Matthew Hamilton Rosenberg
$4.06K
UB
209
UMB Bank
Missouri
$3.07K +$1.47K +106 +104%
AAG
210
Armstrong Advisory Group
Massachusetts
$3.06K
CT
211
Colonial Trust
South Carolina
$2.81K +$2.6K +187 New
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$2.07K -$97 -7 -5%
LFG
213
Larson Financial Group
Missouri
$1.94K +$1.36K +98 +297%
AAP
214
Arax Advisory Partners
Colorado
$1.63K
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$1.45K -$625 -45 -31%
TCM
216
TD Capital Management
Tennessee
$1.42K
RIL
217
Rothschild Investment LLC
Illinois
$1.33K +$833 +60 +200%
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$1.12K
CPA
219
Capital Performance Advisors
California
$960 +$903 +65 New
HNB
220
Huntington National Bank
Ohio
$827
IAIM
221
International Assets Investment Management
Florida
$661 +$130K +9,394 +2,560%
DF
222
Dunhill Financial
United Kingdom
$104 +$97 +7 New
MFG
223
Mendota Financial Group
Wisconsin
$104 +$97 +7 New
ACM
224
Aster Capital Management
United Arab Emirates
$59 +$56 +4 New
SBH
225
Segall Bryant & Hamill
Illinois
-$5.25M -366,355 Closed