We are live on ! Find out more
OXLC

Oxford Lane Capital

101 hedge funds and large institutions have $70.6M 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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

13% more capital invested

Capital invested by funds: $62.4M → $70.6M (+$8.19M)

3% more funds holding

Funds holding: 98101 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.09% less ownership

Funds ownership: 1.07%0.98% (-0.09%)

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.46%
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
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
51
Hohimer Wealth Management
Washington
$179K +$66.2K +2,512 +61%
Bank of America
52
Bank of America
North Carolina
$168K -$211K -8,017 -56%
PCIA
53
Prime Capital Investment Advisors
Kansas
$167K +$553 +21 +0.3%
SCP
54
Silverleafe Capital Partners
Tennessee
$166K +$161K +6,122 New
SL
55
Summitry LLC
California
$163K
SA
56
Sanctuary Advisors
Indiana
$160K +$169K +6,408 New
BFA
57
Beacon Financial Advisory
Ohio
$135K +$57.3K +2,176 +77%
EFS
58
Essex Financial Services
Connecticut
$134K +$37.4K +1,418 +42%
DADC
59
D.A. Davidson & Co
Montana
$127K -$23.7K -901 -16%
WA
60
Waddell & Associates
Tennessee
$124K +$5.82K +221 +5%
AWE
61
Avidian Wealth Enterprises
Texas
$108K +$105K +3,995 New
DTL
62
Dynamic Technology Lab
Singapore
$106K +$103K +3,895 New
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$104K -$77.2K -2,931 -43%
MW
64
Maia Wealth
Colorado
$95.1K +$88.8K +3,372 New
EWA
65
EverSource Wealth Advisors
Alabama
$88.6K +$84.3K +3,200 New
BCA
66
Bay Colony Advisors
Massachusetts
$86.1K +$6.48K +246 +8%
PAS
67
Park Avenue Securities
New York
$83K -$117K -4,456 -59%
BAM
68
Belpointe Asset Management
Nevada
$76.5K +$8.09K +307 +12%
HighTower Advisors
69
HighTower Advisors
Illinois
$71K -$53 -2 -0.1%
Northern Trust
70
Northern Trust
Illinois
$70.1K -$25.7K -974 -27%
PWM
71
Perigon Wealth Management
California
$70.1K +$68.1K +2,585 New
AWA
72
Arkadios Wealth Advisors
Georgia
$68.5K +$1.19K +45 +2%
BAG
73
Bridgewealth Advisory Group
California
$66.6K -$218K -8,266 -77%
JF
74
Joule Financial
Kentucky
$66.3K +$64.4K +2,446 New
Mariner
75
Mariner
Kansas
$65.7K +$63.8K +2,423 New

OXLC Hedge Fund Activity: Q2 2024 in Review

101 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q2 2024, worth a combined $70.6M — up 13% from $62.4M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new OXLC positions and 16 closed out — a net gain of 4 holders — while 47 added to existing stakes and 19 trimmed.

The largest buyer was Geneos Wealth Management, adding an estimated $1.73M. The largest seller was Citadel Advisors, cutting an estimated $4.81M.

  • 101 institutional investors held Oxford Lane Capital (OXLC) as of Q2 2024, up from 98 in Q1 2024.
  • Funds reported $70.6M of Oxford Lane Capital stock for Q2 2024, up 13% quarter-over-quarter.
  • 20 funds opened new Oxford Lane Capital positions in Q2 2024 and 16 closed out, a net change of +4 holders.
  • The largest Oxford Lane Capital buyer in Q2 2024 was Geneos Wealth Management, an estimated $1.73M added.
  • The largest Oxford Lane Capital seller in Q2 2024 was Citadel Advisors, an estimated $4.81M sold.

Based on aggregated 13F filings for Q2 2024.