OXLC

Oxford Lane Capital

90 hedge funds and large institutions have $57.5M invested in Oxford Lane Capital in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
Holders Change %
0%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
42
Reduced
17
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
51
CoreCap Advisors
Michigan
$106K +$49.4K +10,000 +87%
PAS
52
Park Avenue Securities
New York
$99K +$2.97K +600 +3%
CIA
53
Cape Investment Advisory
Georgia
$98.2K +$98.2K +19,873 New
Nomura Holdings
54
Nomura Holdings
Japan
$95.7K +$95.7K +19,375 New
VF
55
Virtu Financial
New York
$94K +$94K +19,103 New
LMKC
56
L.M. Kohn & Company
Ohio
$91.2K +$5.93K +1,200 +7%
EFS
57
Essex Financial Services
Connecticut
$84K
RJFSA
58
Raymond James Financial Services Advisors
Florida
$81.1K +$28.3K +5,725 +54%
TF
59
Tompkins Financial
New York
$79K
AWS
60
Atria Wealth Solutions
New York
$75.6K
FIA
61
Foundations Investment Advisors
Arizona
$74.6K +$74.6K +14,243 New
BFA
62
Beacon Financial Advisory
Ohio
$66.4K -$9.11K -1,844 -12%
Creative Planning
63
Creative Planning
Kansas
$64.6K +$64.6K +13,074 New
BCA
64
Bay Colony Advisors
Massachusetts
$62K +$2.17K +439 +4%
AWA
65
Arkadios Wealth Advisors
Georgia
$61.4K +$7.94K +1,608 +15%
CL
66
Choreo LLC
Illinois
$60.5K +$60.5K +12,249 New
BAM
67
Belpointe Asset Management
Nevada
$58.4K +$2.29K +464 +4%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$58.2K -$10.2K -2,059 -15%
LNWWM
69
Laird Norton Wetherby Wealth Management
California
$57.8K +$8.4K +1,700 +17%
CIA
70
Capital Investment Advisors
Georgia
$54.3K
HH
71
Hilltop Holdings
Texas
$52.4K +$1.24K +250 +2%
VFPW
72
Vantage Financial Partners (Wisconsin)
Wisconsin
$51.3K +$405 +82 +0.8%
WB
73
WesBanco Bank
West Virginia
$50.4K
CFB
74
Cullen/Frost Bankers
Texas
$49.4K
OCM
75
One Capital Management
California
$49.4K