OXLC

Oxford Lane Capital
OXLC

Overview Fund Activity

75 hedge funds and large institutions have $38.5M invested in Oxford Lane Capital in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
–
Holders Change %
0%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
28
Reduced
17
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$1.04M
2
Osaic Holdings
Osaic Holdings
Arizona
$2.3M
3
WS
Wedbush Securities
California
$1.25M
4
SPC
Sigma Planning Corp
Michigan
$192K
5
Northern Trust
Northern Trust
Illinois
$170K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.49M
2
C
Certuity
Florida
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
TJHA
Thomas J. Herzfeld Advisors
Florida
$895K
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$68K -$42.5K -7,500 -38%
BWA
52
BDO Wealth Advisors
Florida
$66K +$1.15K +203 +2%
BFA
53
Beacon Financial Advisory
Ohio
$65K +$65K +11,377 New
KWM
54
Kingsview Wealth Management
Oregon
$64K +$64K +11,296 New
HH
55
Hilltop Holdings
Texas
$59K +$59K +10,350 New
OCM
56
One Capital Management
California
$56K – – –
CA
57
CoreCap Advisors
Michigan
$49K +$49K +8,660 New
HI
58
Hudock Inc
Pennsylvania
$20K – – –
CFGS
59
Concourse Financial Group Securities
Alabama
$17K +$17K +3,000 New
TWM
60
Tradition Wealth Management
Minnesota
$15K +$3.94K +696 +36%
AF
61
Allworth Financial
California
$14K +$14K +2,500 New
TRCT
62
Tower Research Capital (TRC)
New York
$12K +$10.7K +1,814 +825%
APA
63
American Portfolios Advisors
New York
$11.9K +$858 +151 +8%
RMC
64
Resources Management Corp
Connecticut
$6K – – –
WAM
65
Worth Asset Management
Texas
$5K -$1.94K -350 -28%
SMG
66
Spectrum Management Group
Indiana
$4K +$800 +150 +25%
VVP
67
Venture Visionary Partners
Ohio
$3.41K +$3.41K +600 New
SWM
68
Spire Wealth Management
Virginia
$2K +$2K +300 New
GIA
69
GHP Investment Advisors
Colorado
$1K – – –
CFN
70
Cordasco Financial Network
Florida
$1K – – –
FSWA
71
Financial Synergies Wealth Advisors
Texas
$426 +$426 +75 New
BRWM
72
B. Riley Wealth Management
Tennessee
$262 +$191 +33,632 +270%
C
73
Certuity
Florida
– -$1.07M -147,485 Closed
Citadel Advisors
74
Citadel Advisors
Florida
– -$1.05M -144,802 Closed
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
– -$476K -65,800 Closed
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