OXLC

Oxford Lane Capital
OXLC

Overview Fund Activity

101 hedge funds and large institutions have $68.4M invested in Oxford Lane Capital in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
47
Reduced
19
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
Geneos Wealth Management
Colorado
$2.68M
2
CSS
Cubist Systematic Strategies
Connecticut
$1.71M
3
JF
Jump Financial
Illinois
$2.16M
4
TI
TrueMark Investments
Illinois
$1.64M
5
WS
Wedbush Securities
California
$5.51M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$838K
2
Osaic Holdings
Osaic Holdings
Arizona
$1.49M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.19K
4
HF
HRT Financial
New York
$1.35M
5
SAM
Simplify Asset Management
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
51
Bank of America
North Carolina
$168K -$217K -40,083 -56%
PCIA
52
Prime Capital Investment Advisors
Kansas
$167K +$564 +104 +0.3%
SCP
53
Silverleafe Capital Partners
Tennessee
$166K +$166K +30,611 New
SL
54
Summitry LLC
California
$163K – – –
SA
55
Sanctuary Advisors
Indiana
$160K +$160K +32,040 New
BFA
56
Beacon Financial Advisory
Ohio
$135K +$59K +10,880 +77%
EFS
57
Essex Financial Services
Connecticut
$134K +$39.4K +7,089 +42%
DADC
58
D.A. Davidson & Co
Montana
$127K -$24.4K -4,506 -16%
WA
59
Waddell & Associates
Tennessee
$124K +$5.98K +1,104 +5%
AWE
60
Avidian Wealth Enterprises
Texas
$108K +$108K +19,976 New
DTL
61
Dynamic Technology Lab
Singapore
$106K +$106K +19,476 New
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$104K -$79.4K -14,653 -43%
MW
63
Maia Wealth
Colorado
$95.1K +$95.1K +16,862 New
EWA
64
EverSource Wealth Advisors
Alabama
$88.6K +$88.6K +16,000 New
BCA
65
Bay Colony Advisors
Massachusetts
$86.1K +$6.66K +1,229 +8%
PAS
66
Park Avenue Securities
New York
$83K -$121K -22,279 -59%
BAM
67
Belpointe Asset Management
Nevada
$76.5K +$8.32K +1,535 +12%
HighTower Advisors
68
HighTower Advisors
Illinois
$71K -$38 -7 -0.1%
Northern Trust
69
Northern Trust
Illinois
$70.1K -$26.4K -4,873 -27%
PWM
70
Perigon Wealth Management
California
$70.1K +$70.1K +12,925 New
AWA
71
Arkadios Wealth Advisors
Georgia
$68.5K +$1.23K +226 +2%
BAG
72
Bridgewealth Advisory Group
California
$66.6K -$224K -41,333 -77%
JF
73
Joule Financial
Kentucky
$66.3K +$66.3K +12,231 New
Mariner
74
Mariner
Kansas
$65.7K +$65.7K +12,117 New
GC
75
Gratus Capital
Georgia
$65K +$65K +12,000 New
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