Oxford Lane Capital
OXLC
88 hedge funds and large institutions have $52M invested in Oxford Lane Capital in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 10 closing their positions.
79% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 19
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
9% more funds holding
Funds holding: 81 → 88 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less ownership
Funds ownership: 1.25% → 1.25% (-0%)
4% less capital invested
Capital invested by funds: $54.2M → $52M (-$2.13M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DFG
Delphi Financial Group
Wilmington,
Delaware
|
+$1.95M |
| 2 |
HF
HRT Financial
New York
|
+$1.18M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
+$795K |
| 4 |
BWA
BDO Wealth Advisors
Jacksonville,
Florida
|
+$582K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$435K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$6.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.44M |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$283K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$187K |
| 5 |
ASFA
All Season Financial Advisors
Denver,
Colorado
|
-$173K |
OXLC Hedge Fund Activity: Q2 2023 in Review
88 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q2 2023, worth a combined $52M — down 3.9% from $54.2M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new OXLC positions and 10 closed out — a net gain of 7 holders — while 34 added to existing stakes and 19 trimmed.
The largest buyer was Delphi Financial Group, adding an estimated $1.95M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $6.6M.
- 88 institutional investors held Oxford Lane Capital (OXLC) as of Q2 2023, up from 81 in Q1 2023.
- Funds reported $52M of Oxford Lane Capital stock for Q2 2023, down 3.9% quarter-over-quarter.
- 17 funds opened new Oxford Lane Capital positions in Q2 2023 and 10 closed out, a net change of +7 holders.
- The largest Oxford Lane Capital buyer in Q2 2023 was Delphi Financial Group, an estimated $1.95M added.
- The largest Oxford Lane Capital seller in Q2 2023 was Thomas J. Herzfeld Advisors, an estimated $6.6M sold.
Based on aggregated 13F filings for Q2 2023.