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OXLC

Oxford Lane Capital

101 hedge funds and large institutions have $70.6M invested in Oxford Lane Capital in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

13% more capital invested

Capital invested by funds: $62.4M → $70.6M (+$8.19M)

3% more funds holding

Funds holding: 98101 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.09% less ownership

Funds ownership: 1.07%0.98% (-0.09%)

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
47
Reduced
19
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CM
26
CastleKnight Management
New York
$526K
KAS
27
Kestra Advisory Services
Texas
$503K +$90K +3,417 +18%
TCM
28
Triumph Capital Management
Colorado
$500K +$486K +18,443 New
Wells Fargo
29
Wells Fargo
California
$479K -$16.8K -638 -3%
BRWA
30
B. Riley Wealth Advisors
Florida
$474K +$196K +7,441 +74%
SCA
31
Sage Capital Advisors
South Dakota
$434K +$62.8K +2,385 +18%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$386K +$294K +11,175 +365%
Squarepoint
33
Squarepoint
New York
$356K +$35.6K +1,352 +11%
BA
34
Bard Associates
Illinois
$348K
SPC
35
Sigma Planning Corp
Michigan
$341K +$118K +4,484 +55%
SBIA
36
Sheaff Brock Investment Advisors
Indiana
$335K
Jane Street
37
Jane Street
New York
$327K +$86.8K +3,297 +38%
CG
38
CFO4Life Group
Texas
$316K +$104K +3,949 +51%
UBS Group
39
UBS Group
Switzerland
$299K
BAMF
40
BI Asset Management Fondsmaeglerselskab
Denmark
$293K +$8.88K +337 +3%
Lido Advisors
41
Lido Advisors
California
$289K +$10K +381 +4%
NW
42
Naviter Wealth
Arkansas
$280K +$168K +6,378 +161%
PFS
43
Prospera Financial Services
Texas
$259K +$16.1K +613 +7%
PPW
44
Pasadena Private Wealth
California
$256K +$249K +9,460 New
NA
45
NewEdge Advisors
Louisiana
$253K +$1.21K +46 +0.5%
PI
46
PFG Investments
New York
$244K +$158K +5,991 +198%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$234K +$18.4K +699 +9%
AWS
48
Atria Wealth Solutions
New York
$221K +$122K +4,622 +133%
SIA
49
Soltis Investment Advisors
Utah
$202K +$196K +7,451 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$185K -$12.4K -470 -6%

OXLC Hedge Fund Activity: Q2 2024 in Review

101 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q2 2024, worth a combined $70.6M — up 13% from $62.4M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new OXLC positions and 16 closed out — a net gain of 4 holders — while 47 added to existing stakes and 19 trimmed.

The largest buyer was Geneos Wealth Management, adding an estimated $1.73M. The largest seller was Citadel Advisors, cutting an estimated $4.81M.

  • 101 institutional investors held Oxford Lane Capital (OXLC) as of Q2 2024, up from 98 in Q1 2024.
  • Funds reported $70.6M of Oxford Lane Capital stock for Q2 2024, up 13% quarter-over-quarter.
  • 20 funds opened new Oxford Lane Capital positions in Q2 2024 and 16 closed out, a net change of +4 holders.
  • The largest Oxford Lane Capital buyer in Q2 2024 was Geneos Wealth Management, an estimated $1.73M added.
  • The largest Oxford Lane Capital seller in Q2 2024 was Citadel Advisors, an estimated $4.81M sold.

Based on aggregated 13F filings for Q2 2024.