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OXLC

Oxford Lane Capital
OXLC

60 hedge funds and large institutions have $65.5M invested in Oxford Lane Capital in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 9

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

19% more capital invested

Capital invested by funds: $54.9M → $65.5M (+$10.7M)

7% more funds holding

Funds holding: 56 → 60 (+4)

0.12% more ownership

Funds ownership: 1.32% → 1.44% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
25
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$2.65M
2
Morgan Stanley
Morgan Stanley
New York
+$2.12M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$915K
4
CCP
Clough Capital Partners
Massachusetts
+$894K
5
LPL Financial
LPL Financial
California
+$646K

Top Sellers

Rank Fund Capital Flow
1
ACM
Anfield Capital Management
California
-$1.82M
2
DA
DCM Advisors
New York
-$574K
3
VEA
Virtus ETF Advisers
New York
-$383K
4
SWM
Spire Wealth Management
Virginia
-$237K
5
Deutsche Bank
Deutsche Bank
Germany
-$207K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$368K -$111K -2,855 -23%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$363K +$77.3K +1,987 +27%
ASFA
28
All Season Financial Advisors
Colorado
$331K +$334K +8,585 New
SIC
29
Samalin Investment Counsel
New York
$284K +$25.5K +656 +10%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$266K +$152K +3,907 +130%
DA
31
DCM Advisors
New York
$264K -$574K -14,764 -68%
GA
32
Geller Advisors
New York
$258K – – –
ACM
33
Arlington Capital Management
Illinois
$237K +$240K +6,158 New
KAS
34
Kestra Advisory Services
Texas
$221K +$52K +1,337 +30%
UBS Group
35
UBS Group
Switzerland
$185K -$545 -14 -0.3%
SCA
36
Sage Capital Advisors
South Dakota
$179K +$172K +4,410 New
RJA
37
Raymond James & Associates
Florida
$176K +$78.7K +2,024 +80%
PAG
38
Private Advisor Group
New Jersey
$169K +$58.5K +1,503 +52%
CC
39
Claybrook Capital
Massachusetts
$160K +$80.2K +2,063 +98%
GWM
40
Geneos Wealth Management
Colorado
$154K – – –
SL
41
Summitry LLC
California
$154K +$156K +4,000 New
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$152K +$153K +3,936 New
TF
43
Trek Financial
Arizona
$149K – – –
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$135K -$39 -1 -0%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$120K – – –
CPP
46
Capasso Planning Partners
South Carolina
$116K +$117K +3,000 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$109K -$98.8K -2,539 -47%
Squarepoint
48
Squarepoint
New York
$92K +$92.9K +2,389 New
BWA
49
BDO Wealth Advisors
Florida
$87K – – –
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$77.2K – – –
1
2
3

OXLC Hedge Fund Activity: Q4 2021 in Review

60 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q4 2021, worth a combined $65.5M — up 19% from $54.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OXLC positions and 9 closed out — a net gain of 5 holders — while 25 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.65M. The largest seller was Anfield Capital Management, exiting entirely with an estimated $1.82M sold.

  • 60 institutional investors held Oxford Lane Capital (OXLC) as of Q4 2021, up from 56 in Q3 2021.
  • Funds reported $65.5M of Oxford Lane Capital stock for Q4 2021, up 19% quarter-over-quarter.
  • 14 funds opened new Oxford Lane Capital positions in Q4 2021 and 9 closed out, a net change of +5 holders.
  • The largest Oxford Lane Capital buyer in Q4 2021 was Citadel Advisors, an estimated $2.65M added.
  • The largest Oxford Lane Capital seller in Q4 2021 was Anfield Capital Management, an estimated $1.82M sold.

Based on aggregated 13F filings for Q4 2021.