Oxford Lane Capital
OXLC
51 hedge funds and large institutions have $19.9M invested in Oxford Lane Capital in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
27% more capital invested
Capital invested by funds: $15.6M → $19.9M (+$4.25M)
16% more funds holding
Funds holding: 44 → 51 (+7)
0.01% less ownership
Funds ownership: 0.82% → 0.81% (-0.01%)
7% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 15
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Anfield Capital Management
Irvine,
California
|
+$1.21M |
| 2 |
IFG
Independent Financial Group
San Diego,
California
|
+$1.09M |
| 3 |
Morgan Stanley
New York
|
+$664K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$453K |
| 5 |
DFG
Delphi Financial Group
Wilmington,
Delaware
|
+$364K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$1.62M |
| 2 |
QGA
Q Global Advisors
Fort Worth,
Texas
|
-$969K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$752K |
| 4 |
Squarepoint
New York
|
-$402K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$381K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FCH
51
Freestone Capital Holdings
Seattle,
Washington
| $295 | +$25 | +1 | +10% |
|
|
QGA
52
Q Global Advisors
Fort Worth,
Texas
| – | -$969K | -44,037 | Closed |
|
|
53
Squarepoint
New York
| – | -$402K | -18,273 | Closed |
|
|
SSA
54
Schonfeld Strategic Advisors
New York
| – | -$156K | -7,080 | Closed |
|
55
Millennium Management
New York
| – | -$72 | -3,268 | Closed |
|
|
KA
56
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$57K | -2,595 | Closed |
|
57
Citigroup
New York
| – | -$54K | -2,471 | Closed |
|
|
WA
58
Waddell & Associates
Memphis,
Tennessee
| – | -$46K | -2,096 | Closed |
|
|
QT
59
Quantbot Technologies
New York
| – | -$5K | -249 | Closed |
|
OXLC Hedge Fund Activity: Q4 2020 in Review
51 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q4 2020, worth a combined $19.9M — up 27% from $15.6M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new OXLC positions and 8 closed out — a net gain of 7 holders — while 14 added to existing stakes and 15 trimmed.
The largest buyer was Anfield Capital Management, opening a new position worth an estimated $1.21M. The largest seller was Belpointe Asset Management, cutting an estimated $1.62M.
- 51 institutional investors held Oxford Lane Capital (OXLC) as of Q4 2020, up from 44 in Q3 2020.
- Funds reported $19.9M of Oxford Lane Capital stock for Q4 2020, up 27% quarter-over-quarter.
- 15 funds opened new Oxford Lane Capital positions in Q4 2020 and 8 closed out, a net change of +7 holders.
- The largest Oxford Lane Capital buyer in Q4 2020 was Anfield Capital Management, an estimated $1.21M added.
- The largest Oxford Lane Capital seller in Q4 2020 was Belpointe Asset Management, an estimated $1.62M sold.
Based on aggregated 13F filings for Q4 2020.