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OXLC

Oxford Lane Capital

98 hedge funds and large institutions have $62.4M invested in Oxford Lane Capital in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 18 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 18

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

7% more funds holding

Funds holding: 9298 (+6)

5% more capital invested

Capital invested by funds: $59.7M → $62.4M (+$2.73M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.07% less ownership

Funds ownership: 1.13%1.07% (-0.07%)

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
39
Reduced
18
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
51
Summitry LLC
California
$152K
CA
52
CoreCap Advisors
Michigan
$143K +$33.9K +1,320 +31%
DADC
53
D.A. Davidson & Co
Montana
$142K +$16.4K +639 +13%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$134K -$598K -23,280 -82%
WA
55
Waddell & Associates
Tennessee
$111K +$112K +4,371 New
HWM
56
Hohimer Wealth Management
Washington
$104K -$39.7K -1,547 -27%
NW
57
Naviter Wealth
Arkansas
$100K -$30.8K -1,200 -23%
CAN
58
Cetera Advisor Networks
California
$100K +$102K +3,954 New
LMKC
59
L.M. Kohn & Company
Ohio
$93.8K
Northern Trust
60
Northern Trust
Illinois
$90.5K +$91.5K +3,562 New
AWS
61
Atria Wealth Solutions
New York
$89.6K +$11K +427 +14%
EFS
62
Essex Financial Services
Connecticut
$86.4K
TF
63
Tompkins Financial
New York
$81.3K
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$81K -$192K -7,484 -70%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$77.8K -$5.7K -222 -7%
PI
66
PFG Investments
New York
$76.8K +$77.6K +3,022 New
BCA
67
Bay Colony Advisors
Massachusetts
$74.4K +$10.8K +419 +17%
HIC
68
Hartline Investment Corp
Illinois
$74.4K +$75.2K +2,930 New
BFA
69
Beacon Financial Advisory
Ohio
$71.5K +$3.26K +127 +5%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$69.2K +$70K +2,726 New
HighTower Advisors
71
HighTower Advisors
Illinois
$67K +$67.9K +2,643 New
BAM
72
Belpointe Asset Management
Nevada
$63.9K +$3.88K +151 +6%
AWA
73
Arkadios Wealth Advisors
Georgia
$63.1K -$51 -2 -0.1%
TRCT
74
Tower Research Capital (TRC)
New York
$60.5K +$27.5K +1,071 +82%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$57.2K +$57.9K +2,253 New

OXLC Hedge Fund Activity: Q1 2024 in Review

98 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q1 2024, worth a combined $62.4M — up 4.6% from $59.7M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new OXLC positions and 16 closed out — a net gain of 7 holders — while 39 added to existing stakes and 18 trimmed.

The largest buyer was Wedbush Securities, adding an estimated $1.92M. The largest seller was Morgan Stanley, cutting an estimated $5.3M.

  • 98 institutional investors held Oxford Lane Capital (OXLC) as of Q1 2024, up from 92 in Q4 2023.
  • Funds reported $62.4M of Oxford Lane Capital stock for Q1 2024, up 4.6% quarter-over-quarter.
  • 23 funds opened new Oxford Lane Capital positions in Q1 2024 and 16 closed out, a net change of +7 holders.
  • The largest Oxford Lane Capital buyer in Q1 2024 was Wedbush Securities, an estimated $1.92M added.
  • The largest Oxford Lane Capital seller in Q1 2024 was Morgan Stanley, an estimated $5.3M sold.

Based on aggregated 13F filings for Q1 2024.