OXLC

Oxford Lane Capital

90 hedge funds and large institutions have $57.5M invested in Oxford Lane Capital in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
Holders Change %
0%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
42
Reduced
17
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
26
AE Wealth Management
Kansas
$353K +$12.9K +2,479 +4%
Bank of America
27
Bank of America
North Carolina
$341K -$126K -25,521 -27%
SCA
28
Sage Capital Advisors
South Dakota
$324K -$35K -7,087 -10%
BA
29
Bard Associates
Illinois
$321K -$13.2K -2,675 -4%
Bessemer Group
30
Bessemer Group
New Jersey
$306K +$306K +61,925 New
SBIA
31
Sheaff Brock Investment Advisors
Indiana
$305K +$3.8K +770 +1%
BRWA
32
B. Riley Wealth Advisors
Florida
$285K +$36.9K +7,469 +15%
BAG
33
Bridgewealth Advisory Group
California
$265K
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$264K -$1.02M -207,161 -79%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$262K +$3.99K +807 +2%
JF
36
Jump Financial
Illinois
$259K +$195K +39,462 +303%
NA
37
NewEdge Advisors
Louisiana
$255K +$29.6K +5,866 +13%
BAMF
38
BI Asset Management Fondsmaeglerselskab
Denmark
$254K +$12.8K +2,588 +5%
Lido Advisors
39
Lido Advisors
California
$254K +$254K +51,372 New
UBS Group
40
UBS Group
Switzerland
$239K +$123K +24,913 +106%
ACM
41
Andina Capital Management
Utah
$224K +$224K +45,426 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$210K +$37.3K +7,565 +22%
PFS
43
Prospera Financial Services
Texas
$204K +$9.79K +1,981 +5%
Squarepoint
44
Squarepoint
New York
$159K -$111K -22,417 -41%
JWCA
45
J.W. Cole Advisors
Florida
$158K +$39.6K +8,023 +34%
SL
46
Summitry LLC
California
$148K +$49.4K +10,000 +50%
HWM
47
Hohimer Wealth Management
Washington
$139K +$139K +28,216 New
NW
48
Naviter Wealth
Arkansas
$127K -$99.6K -20,152 -44%
SPC
49
Sigma Planning Corp
Michigan
$126K -$241K -48,746 -66%
DADC
50
D.A. Davidson & Co
Montana
$122K +$3.42K +693 +3%