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Funds Holding CXE

On this page, we present all of the funds holding CXE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CXE, with a link to that fund's top holdings. The next columns indicate the amount of CXE stock held by each of the funds holding CXE, followed by the CXE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 48 funds holding CXE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Saba Capital Management L.P.. For more details on the positions held by Saba Capital Management L.P. (or by any of the other funds holding CXE), click the fund name in the "Holder" column of the funds-holding-CXE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Saba Capital Management L.P.2,101,951$7,462 12/31/2023
     CXE2,101,951$7,462 12/31/2023
Bank of America Corp DE1,146,306$4,069 12/31/2023
     CXE1,146,306$4,069 12/31/2023
Rivernorth Capital Management LLC957,100$3,398 12/31/2023
     CXE957,100$3,398 12/31/2023
Almitas Capital LLC745,919$2,648 12/31/2023
     CXE745,919$2,648 12/31/2023
UBS Group AG739,826$2,626 12/31/2023
     CXE739,826$2,626 12/31/2023
Hennion & Walsh Asset Management Inc.712,438$2,586 03/31/2024
     CXE712,438$2,586 03/31/2024
Commonwealth Equity Services LLC688,091$2,443 12/31/2023
     CXE688,091$2,443 12/31/2023
Logan Stone Capital LLC488,388$1,734 12/31/2023
     CXE488,388$1,734 12/31/2023
Pathstone Holdings LLC364,264$1,293 12/31/2023
     CXE364,264$1,293 12/31/2023
Morgan Stanley314,950$1,118 12/31/2023
     CXE314,950$1,118 12/31/2023
Sit Investment Associates Inc.246,964$877 12/31/2023
     CXE246,964$877 12/31/2023
Van ECK Associates Corp238,902$848 12/31/2023
     CXE238,902$848 12/31/2023
City of London Investment Management Co. Ltd.236,556$840 12/31/2023
     CXE236,556$840 12/31/2023
Truist Financial Corp145,217$516 12/31/2023
     CXE145,217$516 12/31/2023
Cambridge Investment Research Advisors Inc.135,450$481 12/31/2023
     CXE135,450$481 12/31/2023
Melfa Wealth Management LLC132,616$471 12/31/2023
     CXE132,616$471 12/31/2023
Advisor Group Holdings Inc.114,292$406 12/31/2023
     CXE114,292$406 12/31/2023
Raymond James & Associates113,333$402 12/31/2023
     CXE113,333$402 12/31/2023
Captrust Financial Advisors104,117$370 12/31/2023
     CXE104,117$370 12/31/2023
Sanders Morris Harris LLC93,002$338 03/31/2024
     CXE93,002$338 03/31/2024
Capital Investment Advisors LLC64,000$232 03/31/2024
     CXE64,000$232 03/31/2024
Horizon Kinetics Asset Management LLC61,297$218 12/31/2023
     CXE61,297$218 12/31/2023
Wells Fargo & Company MN56,929$202 12/31/2023
     CXE56,929$202 12/31/2023
Envestnet Asset Management Inc.44,796$159 12/31/2023
     CXE44,796$159 12/31/2023
Drive Wealth Management LLC42,062$149 12/31/2023
     CXE42,062$149 12/31/2023
Landscape Capital Management L.L.C.41,784$148 12/31/2023
     CXE41,784$148 12/31/2023
Royal Bank of Canada38,853$138 12/31/2023
     CXE38,853$138 12/31/2023
LPL Financial LLC34,561$123 12/31/2023
     CXE34,561$123 12/31/2023
Novak & Powell Financial Services Inc.33,841$120 12/31/2023
     CXE33,841$120 12/31/2023
Blue Bell Private Wealth Management LLC31,712$113 12/31/2023
     CXE31,712$113 12/31/2023
HighTower Advisors LLC21,978$78 12/31/2023
     CXE21,978$78 12/31/2023
Townsquare Capital LLC20,212$72 12/31/2023
     CXE20,212$72 12/31/2023
Stifel Financial Corp17,118$61 12/31/2023
     CXE17,118$61 12/31/2023
Mariner LLC14,084$50 12/31/2023
     CXE14,084$50 12/31/2023
Susquehanna International Group LLP13,930$49 12/31/2023
     CXE13,930$49 12/31/2023
Sheaff Brock Investment Advisors LLC13,000$46 12/31/2023
     CXE13,000$46 12/31/2023
XTX Topco Ltd12,357$44 12/31/2023
     CXE12,357$44 12/31/2023
Raymond James Trust N.A.11,020$39 12/31/2023
     CXE11,020$39 12/31/2023
Park Place Capital Corp10,262$37 03/31/2024
     CXE10,262$37 03/31/2024
Cetera Advisors LLC10,043$36 12/31/2023
     CXE10,043$36 12/31/2023
Spire Wealth Management6,623$23 12/31/2023
     CXE6,623$23 12/31/2023
Comerica Bank4,000$14 12/31/2023
     CXE4,000$14 12/31/2023
Steward Partners Investment Advisory LLC3,723$13 12/31/2023
     CXE3,723$13 12/31/2023
Mascoma Wealth Management LLC2,517$9 12/31/2023
     CXE2,517$9 12/31/2023
Advisory Services Network LLC1,429$5 12/31/2023
     CXE1,429$5 12/31/2023
Kestra Advisory Services LLC990$4 12/31/2023
     CXE990$4 12/31/2023
Bessemer Group Inc.564$2 12/31/2023
     CXE564$2 12/31/2023
Parkside Financial Bank & Trust200$1 12/31/2023
     CXE200$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     CXE0$0 12/31/2023

See Summary: Institutional Holders of CXE
See Details: Top 10 Hedge Funds Holding CXE
Also See: CXE Insider Buying
Also See: CXE Holdings Changes

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