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OXLC

Oxford Lane Capital

123 hedge funds and large institutions have $69.5M invested in Oxford Lane Capital in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 58 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 16

209% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 11

22% more funds holding

Funds holding: 101123 (+22)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.15% less ownership

Funds ownership: 0.98%0.83% (-0.15%)

2% less capital invested

Capital invested by funds: $70.6M → $69.5M (-$1.07M)

Holders
123
Holders Change
+22
Holders Change %
+21.78%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
58
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$625K +$644K +23,844 New
CSS
27
Cubist Systematic Strategies
Connecticut
$575K -$1.11M -41,077 -65%
KAS
28
Kestra Advisory Services
Texas
$536K -$60.5K -2,241 -10%
ACA
29
Aptus Capital Advisors
Alabama
$535K
Squarepoint
30
Squarepoint
New York
$517K +$178K +6,577 +50%
CM
31
CastleKnight Management
New York
$508K
SCA
32
Sage Capital Advisors
South Dakota
$446K +$27.2K +1,006 +6%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$414K +$41.8K +1,547 +11%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$411K +$191K +7,076 +82%
UBS Group
35
UBS Group
Switzerland
$379K +$92.5K +3,428 +31%
HWM
36
Hohimer Wealth Management
Washington
$378K +$211K +7,805 +118%
CG
37
CFO4Life Group
Texas
$377K +$73.4K +2,718 +23%
SPC
38
Sigma Planning Corp
Michigan
$363K +$34.5K +1,278 +10%
AWS
39
Atria Wealth Solutions
New York
$341K +$131K +4,866 +60%
BA
40
Bard Associates
Illinois
$336K
Lido Advisors
41
Lido Advisors
California
$328K +$50.7K +1,877 +18%
SBIA
42
Sheaff Brock Investment Advisors
Indiana
$326K +$2.86K +106 +0.9%
BAMF
43
BI Asset Management Fondsmaeglerselskab
Denmark
$298K +$14.9K +553 +5%
NA
44
NewEdge Advisors
Louisiana
$288K +$44.4K +1,644 +18%
PFS
45
Prospera Financial Services
Texas
$255K +$4.83K +179 +2%
NW
46
Naviter Wealth
Arkansas
$255K -$16.2K -600 -6%
Jane Street
47
Jane Street
New York
$244K -$74K -2,742 -23%
PI
48
PFG Investments
New York
$244K +$7.8K +289 +3%
PPW
49
Pasadena Private Wealth
California
$237K -$11.3K -418 -4%
HF
50
HRT Financial
New York
$236K -$1.1M -40,706 -82%

OXLC Hedge Fund Activity: Q3 2024 in Review

123 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q3 2024, worth a combined $69.5M — down 1.5% from $70.6M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new OXLC positions and 11 closed out — a net gain of 23 holders — while 58 added to existing stakes and 16 trimmed.

The largest buyer was Border to Coast Pensions Partnership, opening a new position worth an estimated $7.58M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $16.7M sold.

  • 123 institutional investors held Oxford Lane Capital (OXLC) as of Q3 2024, up from 101 in Q2 2024.
  • Funds reported $69.5M of Oxford Lane Capital stock for Q3 2024, down 1.5% quarter-over-quarter.
  • 34 funds opened new Oxford Lane Capital positions in Q3 2024 and 11 closed out, a net change of +23 holders.
  • The largest Oxford Lane Capital buyer in Q3 2024 was Border to Coast Pensions Partnership, an estimated $7.58M added.
  • The largest Oxford Lane Capital seller in Q3 2024 was Penserra Capital Management, an estimated $16.7M sold.

Based on aggregated 13F filings for Q3 2024.