Oxford Lane Capital
OXLC
25 hedge funds and large institutions have $24.4M invested in Oxford Lane Capital in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
9% more funds holding
Funds holding: 23 → 25 (+2)
2.35% more ownership
Funds ownership: 0% → 2.35% (+2.3%)
12% less capital invested
Capital invested by funds: $27.6M → $24.4M (-$3.2M)
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$118K |
| 2 |
Millennium Management
New York
|
+$104K |
| 3 |
AIM
Acrospire Investment Management
Chicago,
Illinois
|
+$73K |
| 4 |
LPL Financial
San Diego,
California
|
+$53.9K |
| 5 |
PCM
Prelude Capital Management
New York
|
+$51.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Selz Capital
New York
|
-$1.91M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$689K |
| 3 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$512K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$277K |
| 5 |
KFA
Kelleher Financial Advisors
New York
|
-$267K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FPB
26
First PREMIER Bank
Sioux Falls,
South Dakota
| – | -$5K | -100 | Closed |
|
27
Barclays
London,
United Kingdom
| – | +$54 | +1 | New |
|
OXLC Hedge Fund Activity: Q4 2016 in Review
25 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q4 2016, worth a combined $24.4M — down 12% from $27.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new OXLC positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 11 trimmed.
The largest buyer was IFP Advisors, adding an estimated $118K. The largest seller was Selz Capital, cutting an estimated $1.91M.
- 25 institutional investors held Oxford Lane Capital (OXLC) as of Q4 2016, up from 23 in Q3 2016.
- Funds reported $24.4M of Oxford Lane Capital stock for Q4 2016, down 12% quarter-over-quarter.
- 4 funds opened new Oxford Lane Capital positions in Q4 2016 and 2 closed out, a net change of +2 holders.
- The largest Oxford Lane Capital buyer in Q4 2016 was IFP Advisors, an estimated $118K added.
- The largest Oxford Lane Capital seller in Q4 2016 was Selz Capital, an estimated $1.91M sold.
Based on aggregated 13F filings for Q4 2016.