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OXLC

Oxford Lane Capital

123 hedge funds and large institutions have $69.5M invested in Oxford Lane Capital in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 58 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 16

209% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 11

22% more funds holding

Funds holding: 101123 (+22)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.15% less ownership

Funds ownership: 0.98%0.83% (-0.15%)

2% less capital invested

Capital invested by funds: $70.6M → $69.5M (-$1.07M)

Holders
123
Holders Change
+22
Holders Change %
+21.78%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
58
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSFG
51
Prairie Sky Financial Group
Illinois
$205K +$212K +7,842 New
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$178K +$184K +6,804 New
LMKC
53
L.M. Kohn & Company
Ohio
$175K +$180K +6,686 New
SA
54
Sanctuary Advisors
Indiana
$173K +$5.94K +220 +3%
Bank of America
55
Bank of America
North Carolina
$171K +$8.66K +321 +5%
Creative Planning
56
Creative Planning
Kansas
$170K +$175K +6,470 New
SIA
57
Soltis Investment Advisors
Utah
$163K -$32.9K -1,220 -16%
PCIA
58
Prime Capital Investment Advisors
Kansas
$162K +$513 +19 +0.3%
SCP
59
Silverleafe Capital Partners
Tennessee
$161K +$459 +17 +0.3%
SL
60
Summitry LLC
California
$157K
VF
61
Virtu Financial
New York
$157K +$161K +5,981 New
DADC
62
D.A. Davidson & Co
Montana
$143K +$20.9K +773 +17%
DTL
63
Dynamic Technology Lab
Singapore
$140K +$39.1K +1,450 +37%
BRWA
64
B. Riley Wealth Advisors
Florida
$128K -$340K -12,614 -72%
CA
65
CoreCap Advisors
Michigan
$127K +$131K +4,836 New
EFS
66
Essex Financial Services
Connecticut
$126K
WA
67
Waddell & Associates
Tennessee
$125K +$5.16K +191 +4%
CA
68
Calton & Associates
Florida
$125K +$128K +4,755 New
HighTower Advisors
69
HighTower Advisors
Illinois
$121K +$54.1K +2,005 +76%
MC
70
Moors & Cabot
Massachusetts
$121K +$124K +4,600 New
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$111K +$10.9K +403 +10%
FFA
72
Farther Finance Advisors
California
$108K +$109K +4,053 +6,644%
AWE
73
Avidian Wealth Enterprises
Texas
$105K
OCM
74
One Capital Management
California
$101K +$43K +1,594 +71%
JF
75
Joule Financial
Kentucky
$98.4K +$35.3K +1,309 +54%

OXLC Hedge Fund Activity: Q3 2024 in Review

123 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q3 2024, worth a combined $69.5M — down 1.5% from $70.6M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new OXLC positions and 11 closed out — a net gain of 23 holders — while 58 added to existing stakes and 16 trimmed.

The largest buyer was Border to Coast Pensions Partnership, opening a new position worth an estimated $7.58M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $16.7M sold.

  • 123 institutional investors held Oxford Lane Capital (OXLC) as of Q3 2024, up from 101 in Q2 2024.
  • Funds reported $69.5M of Oxford Lane Capital stock for Q3 2024, down 1.5% quarter-over-quarter.
  • 34 funds opened new Oxford Lane Capital positions in Q3 2024 and 11 closed out, a net change of +23 holders.
  • The largest Oxford Lane Capital buyer in Q3 2024 was Border to Coast Pensions Partnership, an estimated $7.58M added.
  • The largest Oxford Lane Capital seller in Q3 2024 was Penserra Capital Management, an estimated $16.7M sold.

Based on aggregated 13F filings for Q3 2024.