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OXLC

Oxford Lane Capital
OXLC

76 hedge funds and large institutions have $40.7M invested in Oxford Lane Capital in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

1% more funds holding

Funds holding: 75 → 76 (+1)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.37% less ownership

Funds ownership: 1.35% → 0.97% (-0.37%)

29% less capital invested

Capital invested by funds: $57.2M → $40.7M (-$16.5M)

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
28
Reduced
18
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$1.2M
2
Osaic Holdings
Osaic Holdings
Arizona
+$642K
3
WS
Wedbush Securities
California
+$546K
4
SPC
Sigma Planning Corp
Michigan
+$222K
5
BRWM
B. Riley Wealth Management
Tennessee
+$221K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.44M
2
C
Certuity
Florida
-$1.07M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.05M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$663K
5
IFG
Independent Financial Group
California
-$542K
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
– -$476K -13,160 Closed
GA
77
Geller Advisors
New York
– -$242K -6,687 Closed
BP
78
BBR Partners
New York
– -$198K -5,460 Closed
QT
79
Quantbot Technologies
New York
– -$186K -5,140 Closed
CP
80
CenterBook Partners
Connecticut
– -$155K -4,287 Closed
KA
81
Kovack Advisors
Florida
– -$146K -4,058 Closed
TSS
82
Two Sigma Securities
New York
– -$145K -4,019 Closed
CPP
83
Capasso Planning Partners
South Carolina
– -$145K -4,000 Closed
CA
84
Cetera Advisors
Colorado
– -$143K -3,955 Closed
KPWS
85
Kestra Private Wealth Services
Texas
– -$98K -2,721 Closed
CSS
86
Cubist Systematic Strategies
Connecticut
– -$82K -2,270 Closed
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
– -$58K -1,602 Closed
MCC
88
Money Concepts Capital
Florida
– -$14K -388 Closed
Citigroup
89
Citigroup
New York
– -$2K -48 Closed
AF
90
Advisornet Financial
Minnesota
– +$33 +1 +13%
CS
91
Credit Suisse
Switzerland
– +$164 +5 New
1 2 3
4

OXLC Hedge Fund Activity: Q2 2022 in Review

76 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q2 2022, worth a combined $40.7M — down 29% from $57.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new OXLC positions and 16 closed out — a net gain of 1 holder — while 28 added to existing stakes and 18 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $1.2M. The largest seller was Morgan Stanley, cutting an estimated $3.44M.

  • 76 institutional investors held Oxford Lane Capital (OXLC) as of Q2 2022, up from 75 in Q1 2022.
  • Funds reported $40.7M of Oxford Lane Capital stock for Q2 2022, down 29% quarter-over-quarter.
  • 17 funds opened new Oxford Lane Capital positions in Q2 2022 and 16 closed out, a net change of +1 holder.
  • The largest Oxford Lane Capital buyer in Q2 2022 was Invesco, an estimated $1.2M added.
  • The largest Oxford Lane Capital seller in Q2 2022 was Morgan Stanley, an estimated $3.44M sold.

Based on aggregated 13F filings for Q2 2022.