OXLC

Oxford Lane Capital
OXLC

Overview Fund Activity

83 hedge funds and large institutions have $129M invested in Oxford Lane Capital in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+10
Holders Change %
+13.7%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
27
Reduced
14
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$13.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.41M
3
DFG
3
Delphi Financial Group
Delaware
$1.91M
4
PCM
4
Penserra Capital Management
California
$9.69M
5
CM
5
CastleKnight Management
New York
$375K

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$0
3
ASFA
3
All Season Financial Advisors
Colorado
$0
4
CIA
4
Capital Investment Advisors
Georgia
$56K
5
WWM
5
Western Wealth Management
Colorado
$296K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
76
Farther Finance Advisors
California
$1.15K +$1.15K +226 New
WAM
77
Worth Asset Management
Texas
$755 -$3.81K -751 -83%
ASN
78
Advisory Services Network
Georgia
$649 +$649 +128 New
GIA
79
GHP Investment Advisors
Colorado
$634 – – –
PAG
80
Private Advisor Group
New Jersey
$407 – +93 +0.1%
AF
81
Advisornet Financial
Minnesota
$236 +$10 +2 +4%
LFG
82
Larson Financial Group
Missouri
$5 – – –
Invesco
83
Invesco
Georgia
– -$932K -180,320 Closed
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
– -$510K -98,502 Closed
ASFA
85
All Season Financial Advisors
Colorado
– -$279K -53,925 Closed
VF
86
Virtu Financial
New York
– -$174K -33,576 Closed
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
– -$133K -25,778 Closed
TSS
88
Two Sigma Securities
New York
– -$116K -22,424 Closed
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
– -$72K -14,000 Closed
JF
90
Jump Financial
Illinois
– -$68K -13,100 Closed
DTL
91
Dynamic Technology Lab
Singapore
– -$61K -11,821 Closed
CWM
92
Castle Wealth Management
Florida
– -$10K -2,000 Closed
Fidelity Investments
93
Fidelity Investments
Massachusetts
– -$6K -1,252 Closed
HI
94
Hudock Inc
Pennsylvania
– -$3K -619 Closed
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