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OXLC

Oxford Lane Capital

98 hedge funds and large institutions have $62.4M invested in Oxford Lane Capital in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 18 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 18

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

7% more funds holding

Funds holding: 9298 (+6)

5% more capital invested

Capital invested by funds: $59.7M → $62.4M (+$2.73M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.07% less ownership

Funds ownership: 1.13%1.07% (-0.07%)

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
39
Reduced
18
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
26
Realta Investment Advisors
Delaware
$440K +$73.5K +2,861 +20%
Bank of America
27
Bank of America
North Carolina
$361K +$10.6K +412 +3%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$353K +$84.7K +3,300 +31%
SCA
29
Sage Capital Advisors
South Dakota
$346K +$12.8K +497 +4%
BA
30
Bard Associates
Illinois
$326K -$3.88K -151 -1%
SBIA
31
Sheaff Brock Investment Advisors
Indiana
$314K
Squarepoint
32
Squarepoint
New York
$300K +$138K +5,371 +84%
UBS Group
33
UBS Group
Switzerland
$281K +$35.4K +1,380 +14%
BAG
34
Bridgewealth Advisory Group
California
$272K
JWCA
35
J.W. Cole Advisors
Florida
$270K +$109K +4,255 +67%
BAMF
36
BI Asset Management Fondsmaeglerselskab
Denmark
$266K +$4.37K +170 +2%
Lido Advisors
37
Lido Advisors
California
$261K
BRWA
38
B. Riley Wealth Advisors
Florida
$251K -$38.4K -1,494 -13%
NA
39
NewEdge Advisors
Louisiana
$236K -$20.4K -794 -8%
PFS
40
Prospera Financial Services
Texas
$228K +$17.9K +697 +8%
Jane Street
41
Jane Street
New York
$223K +$225K +8,775 New
SPC
42
Sigma Planning Corp
Michigan
$206K +$77.1K +3,003 +59%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$201K +$143K +5,575 +237%
CG
44
CFO4Life Group
Texas
$196K +$198K +7,715 New
PAS
45
Park Avenue Securities
New York
$191K +$90.4K +3,522 +88%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$186K -$31K -1,207 -14%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$172K +$174K +6,775 New
TSS
48
Two Sigma Securities
New York
$171K +$173K +6,721 New
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$166K +$168K +6,543 New
PCIA
50
Prime Capital Investment Advisors
Kansas
$156K +$158K +6,154 New

OXLC Hedge Fund Activity: Q1 2024 in Review

98 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q1 2024, worth a combined $62.4M — up 4.6% from $59.7M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new OXLC positions and 16 closed out — a net gain of 7 holders — while 39 added to existing stakes and 18 trimmed.

The largest buyer was Wedbush Securities, adding an estimated $1.92M. The largest seller was Morgan Stanley, cutting an estimated $5.3M.

  • 98 institutional investors held Oxford Lane Capital (OXLC) as of Q1 2024, up from 92 in Q4 2023.
  • Funds reported $62.4M of Oxford Lane Capital stock for Q1 2024, up 4.6% quarter-over-quarter.
  • 23 funds opened new Oxford Lane Capital positions in Q1 2024 and 16 closed out, a net change of +7 holders.
  • The largest Oxford Lane Capital buyer in Q1 2024 was Wedbush Securities, an estimated $1.92M added.
  • The largest Oxford Lane Capital seller in Q1 2024 was Morgan Stanley, an estimated $5.3M sold.

Based on aggregated 13F filings for Q1 2024.