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HFXI Holdings Changes image
This page summarizes the HFXI holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2019 period, comparing share count change from 9/30/2019 to 12/31/2019. Share count is compared over these two periods to provide an indication of whether HFXI is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2019
 Share Count 
12/31/2019
 Share Count 
Change% Change
13F Filers Increasing HFXI Share Count
Cetera Advisors LLC 12,716 201,620 +188,904 +1485.56%
UBS Group AG 198,322 717,859 +519,537 +261.97%
Morgan Stanley 473,199 1,353,971 +880,772 +186.13%
Citadel Advisors LLC 41,923 113,168 +71,245 +169.94%
Bank of America Corp DE 634,098 1,207,767 +573,669 +90.47%
Royal Bank of Canada 63,553 110,528 +46,975 +73.91%
Cambridge Investment Research Advisors Inc. 93,230 110,611 +17,381 +18.64%
Commonwealth Equity Services LLC 232,636 261,972 +29,336 +12.61%
Advisor Group Inc. 2,315 2,549 +234 +10.11%
Thrivent Financial for Lutherans 43,254 46,985 +3,731 +8.63%
Wells Fargo & Company MN 25,734 26,287 +553 +2.15%
LPL Financial LLC 126,454 128,344 +1,890 +1.49%
13F Filers Reporting New Positions In HFXI
Proequities Inc. 0 0 UNCH 100%
MML Investors Services LLC 0 12,188 +12,188 +100%
Stifel Financial Corp 0 19,579 +19,579 +100%
Ameriprise Financial Inc. 0 108,853 +108,853 +100%
Ladenburg Thalmann Financial Services Inc. 0 9,290 +9,290 +100%
Equitable Holdings Inc. 0 16,300 +16,300 +100%
Envestnet Asset Management Inc. 0 11,927 +11,927 +100%
Formidable Asset Management LLC 0 9,140 +9,140 +100%
IFP Advisors Inc 0 452 +452 +100%
Larson Financial Group LLC 0 487 +487 +100%
Aurora Private Wealth Inc. 0 42,850 +42,850 +100%
Capital Wealth Alliance LLC 0 6,969 +6,969 +100%
13F Filers With Unchanged Share Count
New York Life Investment Management LLC 5,710,461 5,710,461 UNCH 0.00%
13F Filers Decreasing HFXI Share Count
Bogart Wealth LLC 1,248 468 -780 -62.50%
Raymond James & Associates 34,447 20,895 -13,552 -39.34%
Cetera Advisor Networks LLC 20,986 15,205 -5,781 -27.55%
BlackRock Inc. 105 93 -12 -11.43%
Private Advisor Group LLC 34,647 30,914 -3,733 -10.77%
Raymond James Financial Services Advisors Inc. 142,207 128,006 -14,201 -9.99%
Tsfg LLC 3,433 3,139 -294 -8.56%
Avestar Capital LLC 99,794 93,015 -6,779 -6.79%
First Republic Investment Management Inc. 52,642 49,484 -3,158 -6.00%
AdvisorNet Financial Inc 8,935 8,415 -520 -5.82%
Citigroup Inc. 17,521 17,321 -200 -1.14%
WESCAP Management Group Inc. 138,762 138,739 -23 -0.02%
13F Filers Exiting HFXI
Jane Street Group LLC 88,388 0 -88,388 -100.00%
Susquehanna International Group LLP 31,942 0 -31,942 -100.00%
Huntington National Bank 1,700 0 -1,700 -100.00%

See Summary: Institutional Holders of HFXI
See Details: Top 10 Hedge Funds Holding HFXI

HFXI Holdings Changes | www.HoldingsChannel.com

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