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OXLC

Oxford Lane Capital

82 hedge funds and large institutions have $131M invested in Oxford Lane Capital in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more capital invested

Capital invested by funds: $38.3M → $131M (+$92.3M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

12% more funds holding

Funds holding: 7382 (+9)

0.39% more ownership

Funds ownership: 0.95%1.34% (+0.39%)

Holders
82
Holders Change
+9
Holders Change %
+12.33%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
26
Reduced
14
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$76K
LNWWM
52
Laird Norton Wetherby Wealth Management
California
$76K +$77.4K +3,000 New
BFA
53
Beacon Financial Advisory
Ohio
$76K +$696 +27 +0.9%
WA
54
Waddell & Associates
Tennessee
$71.6K +$3.02K +117 +4%
AWS
55
Atria Wealth Solutions
New York
$69.5K
KWM
56
Kingsview Wealth Management
Oregon
$63K +$3.43K +133 +6%
BAM
57
Belpointe Asset Management
Nevada
$60.3K +$61.4K +2,380 New
BWA
58
BDO Wealth Advisors
Florida
$57.5K -$2.66K -103 -4%
CIA
59
Capital Investment Advisors
Georgia
$56K -$281K -10,876 -83%
CAN
60
Cetera Advisor Networks
California
$53.1K +$54K +2,094 New
HH
61
Hilltop Holdings
Texas
$52.5K
WB
62
WesBanco Bank
West Virginia
$52K +$774 +30 +1%
OCM
63
One Capital Management
California
$50.7K
PWM
64
Prosperity Wealth Management
California
$50.7K +$51.6K +2,000 New
EFS
65
Essex Financial Services
Connecticut
$50K +$51.6K +2,000 New
CA
66
CoreCap Advisors
Michigan
$45.2K +$46K +1,782 New
MCC
67
Money Concepts Capital
Florida
$33.6K +$34.2K +1,324 New
N
68
Natixis
France
$31.2K -$56.5K -2,189 -64%
TWM
69
Tradition Wealth Management
Minnesota
$17K
CFGS
70
Concourse Financial Group Securities
Alabama
$15.2K
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$11.6K +$4.02K +156 +52%
QT
72
Quantbot Technologies
New York
$10.7K +$10.9K +423 New
EBA
73
Eagle Bay Advisors
New York
$5.07K +$5.16K +200 New
RMC
74
Resources Management Corp
Connecticut
$5K
MWM
75
MinichMacGregor Wealth Management
New York
$4K +$4.08K +158 New

OXLC Hedge Fund Activity: Q4 2022 in Review

82 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q4 2022, worth a combined $131M — up 241% from $38.3M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new OXLC positions and 13 closed out — a net gain of 11 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was Thomas J. Herzfeld Advisors, opening a new position worth an estimated $13.6M. The largest seller was Invesco, exiting entirely with an estimated $932K sold.

  • 82 institutional investors held Oxford Lane Capital (OXLC) as of Q4 2022, up from 73 in Q3 2022.
  • Funds reported $131M of Oxford Lane Capital stock for Q4 2022, up 241% quarter-over-quarter.
  • 24 funds opened new Oxford Lane Capital positions in Q4 2022 and 13 closed out, a net change of +11 holders.
  • The largest Oxford Lane Capital buyer in Q4 2022 was Thomas J. Herzfeld Advisors, an estimated $13.6M added.
  • The largest Oxford Lane Capital seller in Q4 2022 was Invesco, an estimated $932K sold.

Based on aggregated 13F filings for Q4 2022.