OXLC

Oxford Lane Capital
OXLC

Overview Fund Activity

88 hedge funds and large institutions have $50.2M invested in Oxford Lane Capital in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
34
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DFG
Delphi Financial Group
Delaware
$2.42M
2
HF
HRT Financial
New York
$1.12M
3
PCM
Penserra Capital Management
California
$12.1M
4
BWA
BDO Wealth Advisors
Florida
$607K
5
Osaic Holdings
Osaic Holdings
Arizona
$2.09M

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
$6.86M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.55M
3
WWM
Western Wealth Management
Colorado
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$121K
5
ASFA
All Season Financial Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
51
Two Sigma Securities
New York
$95K -$687 -142 -0.7%
TF
52
Trek Financial
Arizona
$92.2K -$1.07K -222 -1%
AI
53
Atom Investors
Texas
$83.2K +$83.2K +17,187 New
CG
54
CFO4Life Group
Texas
$77.6K – – –
TF
55
Tompkins Financial
New York
$77.4K – – –
WA
56
Waddell & Associates
Tennessee
$74.3K +$3.13K +646 +4%
AWS
57
Atria Wealth Solutions
New York
$73.6K +$7.26K +1,500 +11%
BFA
58
Beacon Financial Advisory
Ohio
$72.9K +$1.04K +215 +1%
EFS
59
Essex Financial Services
Connecticut
$72.6K +$14.5K +3,000 +25%
FCH
60
Freestone Capital Holdings
Washington
$72.6K +$72.6K +15,000 New
VFPW
61
Vantage Financial Partners (Wisconsin)
Wisconsin
$68.7K +$68.7K +14,184 New
LMKC
62
L.M. Kohn & Company
Ohio
$67.3K +$67.3K +13,910 New
KWM
63
Kingsview Wealth Management
Oregon
$65.7K +$3K +620 +5%
KA
64
Kovack Advisors
Florida
$62.6K -$9.68K -2,000 -13%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$57.3K +$57.3K +11,840 New
CIA
66
Capital Investment Advisors
Georgia
$53.2K – – –
BAM
67
Belpointe Asset Management
Nevada
$51.7K -$12.8K -2,637 -20%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$51.7K -$663 -137 -1%
HH
69
Hilltop Holdings
Texas
$50.1K – – –
WB
70
WesBanco Bank
West Virginia
$49K – – –
OCM
71
One Capital Management
California
$48.4K – – –
PSFG
72
Prairie Sky Financial Group
Illinois
$48.4K +$48.4K +10,000 New
CFB
73
Cullen/Frost Bankers
Texas
$48.4K +$48.4K +10,000 New
TRCT
74
Tower Research Capital (TRC)
New York
$38.6K -$5.65K -1,167 -13%
GWSG
75
GPS Wealth Strategies Group
Colorado
$25.4K +$6.98K +1,442 +38%
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