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OXLC

Oxford Lane Capital

46 hedge funds and large institutions have $21.4M invested in Oxford Lane Capital in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

43% more capital invested

Capital invested by funds: $15M → $21.4M (+$6.5M)

35% more funds holding

Funds holding: 3446 (+12)

0.3% more ownership

Funds ownership: 0.59%0.89% (+0.3%)

Holders
46
Holders Change
+12
Holders Change %
+35.29%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
15
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
51
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
+$888 +20 New

OXLC Hedge Fund Activity: Q4 2019 in Review

46 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q4 2019, worth a combined $21.4M — up 43% from $15M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new OXLC positions and 5 closed out — a net gain of 12 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Thomas J. Herzfeld Advisors, opening a new position worth an estimated $2.88M. The largest seller was Morgan Stanley, cutting an estimated $1.79M.

  • 46 institutional investors held Oxford Lane Capital (OXLC) as of Q4 2019, up from 34 in Q3 2019.
  • Funds reported $21.4M of Oxford Lane Capital stock for Q4 2019, up 43% quarter-over-quarter.
  • 17 funds opened new Oxford Lane Capital positions in Q4 2019 and 5 closed out, a net change of +12 holders.
  • The largest Oxford Lane Capital buyer in Q4 2019 was Thomas J. Herzfeld Advisors, an estimated $2.88M added.
  • The largest Oxford Lane Capital seller in Q4 2019 was Morgan Stanley, an estimated $1.79M sold.

Based on aggregated 13F filings for Q4 2019.