Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Xai Floating Rate & Alte (XFLT)

2 + Investors. Track Smart Money conviction in XFLT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — XFLT

Based on 62 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added XFLT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🔻

Below peak — only 66% of 3.0Y high

66% of all-time peak
Only 62 funds hold XFLT today versus a peak of 94 funds at 2025 Q4 — just 66% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 13% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold XFLT compared to a year ago (-13% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 57% buying

31 buying23 selling
Last quarter: 31 funds bought or added vs 23 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new XFLT position: 20 → 31 → 8 → 14. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 31% long-term, 31% new

■ 31% conviction (2yr+) ■ 39% medium ■ 31% new
Of the 62 current holders: 19 (31%) held >2 years, 24 held 1–2 years, and 19 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
⚠️

Saturation — most institutions already know this story

11 → 20 → 31 → 8 → 14 new funds/Q
New funds entering each quarter: 20 → 31 → 8 → 14. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 39% veterans, 37% new entrants

■ 39% veterans ■ 24% 1-2yr ■ 37% new
Of 62 current holders: 24 (39%) held 2+ years, 15 held 1–2 years, 23 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
10 of 62 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.1
out of 10
Low Exit Risk
Exit risk score 2.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — XFLT

In 2026 Q2, 31 hedge funds were net buyers of XFLT (14 opened a new position, 17 added to an existing one), while 23 reduced or exited (17 trimmed, 6 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 34% of total institutional value in XFLT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 62.

Hedge Fund Ownership: XFLT

How many hedge funds hold XFLT — quarterly history vs. share price
Quarterly hedge fund ownership of XFLT vs. share price

Market Analysis: XFLT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XFLT

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: XFLT
2026 Q3 Stats Unlock in 46 days 2 + Investors

Track Smart Money conviction in XFLT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2 4 -50.0%
13F Shares 201 420K -99.95%
Total Value $4K $7M -99.95%
New Positions 0 0 -
Increased Positions 0 0 -
Closed Positions 2 90 -88
Reduced Positions 0 2 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XFLT

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

2 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XFLT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 XFLT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Eagle Point Credit Management LLC 11.66% 439,852 $7.7M
2 Matisse Capital 2.43% 346,096 $6.1M
3 Bulldog Investors, LLP 1.22% 316,500 $5.6M
4 Thomas J. Herzfeld Advisors, Inc. 1.07% 198,688 $3.5M
5 Closed-End Fund Advisors, Inc. 0.97% 56,777 $996K
6 Arlington Capital Management, Inc. 0.64% 58,636 $1.0M
7 Robinson Capital Management, LLC 0.22% 28,500 $500K
8 Virtus Investment Advisers, LLC 0.19% 45,722 $802K
9 Landscape Capital Management, L.L.C. 0.16% 142,707 $2.5M
10 Samalin Investment Counsel, LLC 0.11% 19,525 $343K
11 Rivernorth Capital Management, LLC 0.08% 91,734 $1.6M
12 J.W. Cole Advisors, INC. 0.03% 88,417 $1.6M
13 Guggenheim Capital LLC 0.02% 222,180 $3.9M
14 Belpointe Asset Management LLC 0.01% 24,020 $422K
15 Cresset Asset Management, LLC 0.01% 143,955 $2.5M
16 Triumph Capital Management 0.01% 1,647 $29K
17 XTX Topco Ltd 0.01% 22,027 $387K
18 WPG Advisers, LLC 0.00% 435 $8K
19 Choreo, LLC 0.00% 22,249 $393K
20 Blue Bell Private Wealth Management, LLC 0.00% 1,699 $30K
21 EverSource Wealth Advisors, LLC 0.00% 5,000 $88K
22 Apollon Wealth Management, LLC 0.00% 12,631 $222K
23 Private Advisor Group, LLC 0.00% 25,415 $446K
24 Byrne Asset Management LLC 0.00% 200 $4K
25 Allied Private Wealth LLC 0.00% 152 $3K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Xai Floating Rate & Alte (XFLT)

What does the Smart Money Trend signal show for XFLT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added XFLT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for XFLT?

Slight buying edge — 57% buying: Last quarter: 31 funds bought or added vs 23 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for XFLT holders?

Strong quality — 34% AUM from major funds: 10 of 62 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held XFLT?

Mixed — 31% long-term, 31% new: Of the 62 current holders: 19 (31%) held >2 years, 24 held 1–2 years, and 19 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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