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OXLC

Oxford Lane Capital
OXLC

38 hedge funds and large institutions have $17.9M invested in Oxford Lane Capital in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

32% more capital invested

Capital invested by funds: $13.6M → $17.9M (+$4.3M)

15% more funds holding

Funds holding: 33 → 38 (+5)

0.08% more ownership

Funds ownership: 1.12% → 1.2% (+0.08%)

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
William Blair & Company
William Blair & Company
Illinois
+$1.91M
2
CAN
Cetera Advisor Networks
California
+$1.05M
3
Morgan Stanley
Morgan Stanley
New York
+$749K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$284K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$218K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$414K
2
NFG
Next Financial Group
Texas
-$180K
3
AG
Advisor Group
Arizona
-$68.9K
4
BA
Bard Associates
Illinois
-$26.8K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
-$26.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
26
Centaurus Financial
California
$38K +$39.5K +737 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$26K -$1.98K -37 -7%
WEC
28
Winslow Evans & Crocker
Massachusetts
$22K -$1.61K -30 -7%
GWM
29
Geneos Wealth Management
Colorado
$20K – – –
WWMSC
30
Wagner Wealth Management (South Carolina)
South Carolina
$15K – – –
EWM
31
Edge Wealth Management
New York
$10K – – –
FGAM
32
Financial Gravity Asset Management
Texas
$9K +$1.93K +36 +31%
TRCT
33
Tower Research Capital (TRC)
New York
$8K +$8.4K +157 New
CCM
34
Cribstone Capital Management
Maine
$7K – – –
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$5K – – –
QCIG
36
Quad-Cities Investment Group
Iowa
$4K +$4.28K +80 New
BWA
37
BDO Wealth Advisors
Florida
$2K – – –
Barclays
38
Barclays
United Kingdom
$1K – – –
Millennium Management
39
Millennium Management
New York
– -$414K -8,177 Closed
NFG
40
Next Financial Group
Texas
– -$180K -3,557 Closed
1
2

OXLC Hedge Fund Activity: Q2 2018 in Review

38 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q2 2018, worth a combined $17.9M — up 32% from $13.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OXLC positions and 2 closed out — a net gain of 6 holders — while 13 added to existing stakes and 7 trimmed.

The largest buyer was William Blair & Company, opening a new position worth an estimated $1.91M. The largest seller was Millennium Management, exiting entirely with an estimated $414K sold.

  • 38 institutional investors held Oxford Lane Capital (OXLC) as of Q2 2018, up from 33 in Q1 2018.
  • Funds reported $17.9M of Oxford Lane Capital stock for Q2 2018, up 32% quarter-over-quarter.
  • 8 funds opened new Oxford Lane Capital positions in Q2 2018 and 2 closed out, a net change of +6 holders.
  • The largest Oxford Lane Capital buyer in Q2 2018 was William Blair & Company, an estimated $1.91M added.
  • The largest Oxford Lane Capital seller in Q2 2018 was Millennium Management, an estimated $414K sold.

Based on aggregated 13F filings for Q2 2018.