We are live on ! Find out more
OXLC

Oxford Lane Capital
OXLC

75 hedge funds and large institutions have $57.2M invested in Oxford Lane Capital in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

25% more funds holding

Funds holding: 60 → 75 (+15)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.1% less ownership

Funds ownership: 1.44% → 1.35% (-0.1%)

13% less capital invested

Capital invested by funds: $65.5M → $57.2M (-$8.32M)

Holders
75
Holders Change
+15
Holders Change %
+25%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
24
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WWM
Western Wealth Management
Colorado
+$932K
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$864K
3
DFG
Delphi Financial Group
Delaware
+$731K
4
C
Certuity
Florida
+$532K
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$506K

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$3.54M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.5M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.45M
4
CCP
Clough Capital Partners
Massachusetts
-$886K
5
CSS
Cubist Systematic Strategies
Connecticut
-$796K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$339K -$724K -18,820 -67%
Bank of America
27
Bank of America
North Carolina
$327K -$19.5K -506 -5%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$287K +$171K +4,438 +126%
SIC
29
Samalin Investment Counsel
New York
$273K +$6.23K +162 +2%
SCA
30
Sage Capital Advisors
South Dakota
$248K +$97.3K +2,532 +57%
PAG
31
Private Advisor Group
New Jersey
$247K +$93.5K +2,433 +55%
GA
32
Geller Advisors
New York
$242K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$236K -$14.3K -373 -5%
RJA
34
Raymond James & Associates
Florida
$236K +$74.9K +1,949 +43%
KAS
35
Kestra Advisory Services
Texas
$229K +$22.3K +579 +10%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$201K -$149K -3,876 -41%
BP
37
BBR Partners
New York
$198K +$210K +5,460 New
QT
38
Quantbot Technologies
New York
$186K +$198K +5,140 New
PAS
39
Park Avenue Securities
New York
$184K +$196K +5,097 New
UBS Group
40
UBS Group
Switzerland
$177K +$3.85K +100 +2%
CP
41
CenterBook Partners
Connecticut
$155K +$165K +4,287 New
CC
42
Claybrook Capital
Massachusetts
$151K – – –
KA
43
Kovack Advisors
Florida
$146K +$156K +4,058 New
SL
44
Summitry LLC
California
$145K – – –
CPP
45
Capasso Planning Partners
South Carolina
$145K +$38.4K +1,000 +33%
LNWWM
46
Laird Norton Wetherby Wealth Management
California
$145K +$154K +4,000 New
TSS
47
Two Sigma Securities
New York
$145K +$155K +4,019 New
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$143K +$692 +18 +0.5%
CA
49
Cetera Advisors
Colorado
$143K +$152K +3,955 New
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$141K +$30.8K +800 +26%
1
2
3 4

OXLC Hedge Fund Activity: Q1 2022 in Review

75 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q1 2022, worth a combined $57.2M — down 13% from $65.5M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new OXLC positions and 9 closed out — a net gain of 15 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was Western Wealth Management, opening a new position worth an estimated $932K. The largest seller was Penserra Capital Management, cutting an estimated $3.54M.

  • 75 institutional investors held Oxford Lane Capital (OXLC) as of Q1 2022, up from 60 in Q4 2021.
  • Funds reported $57.2M of Oxford Lane Capital stock for Q1 2022, down 13% quarter-over-quarter.
  • 24 funds opened new Oxford Lane Capital positions in Q1 2022 and 9 closed out, a net change of +15 holders.
  • The largest Oxford Lane Capital buyer in Q1 2022 was Western Wealth Management, an estimated $932K added.
  • The largest Oxford Lane Capital seller in Q1 2022 was Penserra Capital Management, an estimated $3.54M sold.

Based on aggregated 13F filings for Q1 2022.