OXLC

Oxford Lane Capital
OXLC

Overview Fund Activity

82 hedge funds and large institutions have $52.2M invested in Oxford Lane Capital in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
33
Reduced
18
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
$12.2M
2
LPL Financial
LPL Financial
California
$2.52M
3
Morgan Stanley
Morgan Stanley
New York
$3.38M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
$14.2M
5
SBIA
Sheaff Brock Investment Advisors
Indiana
$319K

Top Sellers

1
EG
Enstar Group
Bermuda
$0
2
DFG
Delphi Financial Group
Delaware
$615K
3
ACI
Alpha Cubed Investments
California
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.15M
5
P
&Partners
Tennessee
$1.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
26
Western Wealth Management
Colorado
$283K -$22.6K -4,320 -7%
BAG
27
Bridgewealth Advisory Group
California
$280K – – –
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$269K +$22.1K +4,231 +9%
CC
29
Claybrook Capital
Massachusetts
$269K – – –
NA
30
NewEdge Advisors
Louisiana
$255K -$564 -109 -0.2%
NW
31
Naviter Wealth
Arkansas
$193K +$124K +23,752 +180%
Wells Fargo
32
Wells Fargo
California
$189K +$57.7K +11,041 +44%
BAMF
33
BI Asset Management Fondsmaeglerselskab
Denmark
$179K +$21.4K +4,091 +14%
ASFA
34
All Season Financial Advisors
Colorado
$173K +$173K +33,127 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$173K -$107K -20,547 -38%
Jane Street
36
Jane Street
New York
$171K +$69.4K +13,273 +68%
Squarepoint
37
Squarepoint
New York
$148K +$44.8K +8,565 +43%
DADC
38
D.A. Davidson & Co
Montana
$111K +$14.9K +2,851 +15%
PFS
39
Prospera Financial Services
Texas
$105K +$14.2K +2,713 +16%
UBS Group
40
UBS Group
Switzerland
$105K -$23.2K -4,430 -18%
SL
41
Summitry LLC
California
$105K – – –
TSS
42
Two Sigma Securities
New York
$103K +$103K +19,763 New
TF
43
Trek Financial
Arizona
$101K – – –
CG
44
CFO4Life Group
Texas
$83.8K +$83.8K +16,027 New
TF
45
Tompkins Financial
New York
$83.7K – – –
Nomura Holdings
46
Nomura Holdings
Japan
$78.5K +$78.5K +15,000 New
KA
47
Kovack Advisors
Florida
$78.1K +$78.1K +14,938 New
AWA
48
Arete Wealth Advisors
Illinois
$78K – – –
BFA
49
Beacon Financial Advisory
Ohio
$77.6K -$764 -146 -1%
WA
50
Waddell & Associates
Tennessee
$76.9K +$3.03K +579 +4%
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