OXLC

Oxford Lane Capital
OXLC

Overview Fund Activity

88 hedge funds and large institutions have $50.2M 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 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
34
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DFG
Delphi Financial Group
Delaware
+$1.85M
2
HF
HRT Financial
New York
+$1.12M
3
PCM
Penserra Capital Management
California
+$753K
4
BWA
BDO Wealth Advisors
Florida
+$551K
5
Osaic Holdings
Osaic Holdings
Arizona
+$413K

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
-$6.25M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.37M
3
WWM
Western Wealth Management
Colorado
-$283K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$177K
5
ASFA
All Season Financial Advisors
Colorado
-$173K
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
26
Bard Associates
Illinois
$329K -$2.3K -475 -0.7%
SCA
27
Sage Capital Advisors
South Dakota
$328K +$7.94K +1,641 +2%
Bank of America
28
Bank of America
North Carolina
$325K +$51.2K +10,574 +19%
BRWA
29
B. Riley Wealth Advisors
Florida
$318K -$9.61K -1,983 -3%
RIA
30
Realta Investment Advisors
Delaware
$299K +$299K +61,835 New
AWA
31
Arete Wealth Advisors
Illinois
$297K +$225K +46,526 +312%
SBIA
32
Sheaff Brock Investment Advisors
Indiana
$295K – – –
AWM
33
AE Wealth Management
Kansas
$290K -$813 -168 -0.3%
BAG
34
Bridgewealth Advisory Group
California
$260K – – –
NA
35
NewEdge Advisors
Louisiana
$255K +$16.9K +3,500 +7%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$249K -$242 -50 -0.1%
CC
37
Claybrook Capital
Massachusetts
$249K – – –
BAMF
38
BI Asset Management Fondsmaeglerselskab
Denmark
$223K +$56.7K +11,656 +34%
XT
39
XTX Topco
Cayman Islands
$203K +$203K +42,043 New
S
40
SignatureFD
Georgia
$194K +$194K +40,000 New
PFS
41
Prospera Financial Services
Texas
$182K +$84.2K +17,395 +86%
NW
42
Naviter Wealth
Arkansas
$179K – – –
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$168K +$7.75K +1,602 +5%
CSS
44
Cubist Systematic Strategies
Connecticut
$137K +$137K +28,350 New
FA
45
Fermata Advisors
California
$124K +$124K +25,647 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$121K -$177K -36,548 -59%
Squarepoint
47
Squarepoint
New York
$117K -$20.5K -4,241 -15%
UBS Group
48
UBS Group
Switzerland
$97.1K – – –
SL
49
Summitry LLC
California
$96.8K – – –
DADC
50
D.A. Davidson & Co
Montana
$95.8K -$7.13K -1,472 -7%
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