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XHR

Xenia Hotels & Resorts

170 hedge funds and large institutions have $946M invested in Xenia Hotels & Resorts in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 47

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

4% more funds holding

Funds holding: 163170 (+7)

1.98% more ownership

Funds ownership: 53.26%55.24% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less capital invested

Capital invested by funds: $1.04B → $946M (-$91M)

84% less call options, than puts

Call options by funds: $29K | Put options by funds: $182K

Holders
170
Holders Change
+7
Holders Change %
+4.29%
% of All Funds
4.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
35
Increased
66
Reduced
47
Closed
25
Calls
$29K
Puts
$182K
Net Calls
-$153K
Net Calls Change
-$553K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$246M +$24.8M +1,459,988 +10%
IP
2
InvenTrust Properties
Illinois
$86.9M
BIT
3
BlackRock Institutional Trust
California
$63.3M +$915K +53,772 +1%
State Street
4
State Street
Massachusetts
$58.4M +$302K +17,763 +0.5%
BFA
5
BlackRock Fund Advisors
California
$50.7M +$2.68M +157,794 +5%
Morgan Stanley
6
Morgan Stanley
New York
$47.5M +$2.95M +173,475 +6%
Deutsche Bank
7
Deutsche Bank
Germany
$35.5M -$244K -14,321 -0.6%
KAM
8
Keeley Asset Management
Illinois
$25.5M -$2.63M -154,725 -8%
Northern Trust
9
Northern Trust
Illinois
$24M +$1.04M +61,065 +4%
Norges Bank
10
Norges Bank
Norway
$17.5M +$10.1M +595,675 +109%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$14.8M +$495K +29,124 +3%
CS
12
Credit Suisse
Switzerland
$12.8M -$23.9M -1,402,246 -63%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$12M +$4.47M +262,718 +50%
Charles Schwab
14
Charles Schwab
California
$11.3M +$1.2M +70,823 +11%
BG
15
BlackRock Group
United Kingdom
$11.2M +$356K +20,929 +3%
6CM
16
683 Capital Management
New York
$10.1M +$834K +49,052 +8%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$9.12M +$10.1M +594,670 New
Citigroup
18
Citigroup
New York
$8.91M +$9.3M +547,004 +1,611%
Prudential Financial
19
Prudential Financial
New Jersey
$8.19M +$9.08M +534,100 New
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$7.93M +$2.98M +175,054 +51%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$7.87M -$2.48M -145,826 -22%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$7.85M -$2.78M -163,163 -24%
KIM
23
Kestrel Investment Management
California
$6.38M -$1.1M -64,700 -13%
BIM
24
BlackRock Investment Management
Delaware
$6.36M +$47.9K +2,818 +0.7%
TCIM
25
TIAA CREF Investment Management
New York
$6.27M +$553K +32,502 +9%

XHR Hedge Fund Activity: Q4 2015 in Review

170 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Xenia Hotels & Resorts (XHR) for Q4 2015, worth a combined $946M — down 8.8% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new XHR positions and 25 closed out — a net gain of 10 holders — while 66 added to existing stakes and 47 trimmed.

The largest buyer was Vanguard Group, adding an estimated $24.8M. The largest seller was Credit Suisse, cutting an estimated $23.9M.

  • 170 institutional investors held Xenia Hotels & Resorts (XHR) as of Q4 2015, up from 163 in Q3 2015.
  • Funds reported $946M of Xenia Hotels & Resorts stock for Q4 2015, down 8.8% quarter-over-quarter.
  • 35 funds opened new Xenia Hotels & Resorts positions in Q4 2015 and 25 closed out, a net change of +10 holders.
  • The largest Xenia Hotels & Resorts buyer in Q4 2015 was Vanguard Group, an estimated $24.8M added.
  • The largest Xenia Hotels & Resorts seller in Q4 2015 was Credit Suisse, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2015.