Oxford Lane Capital
OXLC
30 hedge funds and large institutions have $10.6M invested in Oxford Lane Capital in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 8 closing their positions.
0.26% less ownership
Funds ownership: 0.86% → 0.6% (-0.26%)
12% less funds holding
Funds holding: 34 → 30 (-4)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
30% less capital invested
Capital invested by funds: $15.1M → $10.6M (-$4.49M)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$203K |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$160K |
| 3 |
Morgan Stanley
New York
|
+$158K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$122K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
+$117K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
P
&Partners
Nashville,
Tennessee
|
-$1.78M |
| 2 |
SC
Selz Capital
New York
|
-$1.63M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$504K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$422K |
| 5 |
LPL Financial
San Diego,
California
|
-$284K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QCIG
26
Quad-Cities Investment Group
Davenport,
Iowa
| $4K | – | – | – |
|
|
AF
27
Advisornet Financial
Minnetonka,
Minnesota
| $3K | +$3.02K | +60 | New |
|
|
WWM
28
Willingdon Wealth Management
Huntersville,
North Carolina
| $2K | +$2.02K | +40 | New |
|
29
Barclays
London,
United Kingdom
| $1K | – | – | – |
|
|
30
Koshinski Asset Management
Decatur,
Illinois
| $114 | +$117K | +2,324 | New |
|
|
ED
31
Exane Derivatives
Paris,
France
| $10 | -$29.2K | -579 | Closed |
|
|
SXL
32
Summit X LLC
Chesterfield,
Missouri
| – | -$169K | -3,515 | Closed |
|
33
Creative Planning
Overland Park,
Kansas
| – | -$162K | -3,340 | Closed |
|
|
GCP
34
GSA Capital Partners
London,
United Kingdom
| – | -$159K | -3,280 | Closed |
|
|
S
35
SignatureFD
Atlanta,
Georgia
| – | -$116K | -2,400 | Closed |
|
|
KA
36
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$99K | -2,035 | Closed |
|
|
CCM
37
Cribstone Capital Management
Augusta,
Maine
| – | -$3K | -60 | Closed |
|
|
IA
38
IFP Advisors
Tampa,
Florida
| – | -$2K | -40 | Closed |
|
OXLC Hedge Fund Activity: Q1 2019 in Review
30 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q1 2019, worth a combined $10.6M — down 30% from $15.1M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of OXLC and 5 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 8 added.
The largest buyer was UBS Group, adding an estimated $203K. The largest seller was &Partners, cutting an estimated $1.78M.
- 30 institutional investors held Oxford Lane Capital (OXLC) as of Q1 2019, down from 34 in Q4 2018.
- Funds reported $10.6M of Oxford Lane Capital stock for Q1 2019, down 30% quarter-over-quarter.
- 5 funds opened new Oxford Lane Capital positions in Q1 2019 and 8 closed out, a net change of -3 holders.
- The largest Oxford Lane Capital buyer in Q1 2019 was UBS Group, an estimated $203K added.
- The largest Oxford Lane Capital seller in Q1 2019 was &Partners, an estimated $1.78M sold.
Based on aggregated 13F filings for Q1 2019.