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OXLC

Oxford Lane Capital

82 hedge funds and large institutions have $131M invested in Oxford Lane Capital in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more capital invested

Capital invested by funds: $38.3M → $131M (+$92.3M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

12% more funds holding

Funds holding: 7382 (+9)

0.39% more ownership

Funds ownership: 0.95%1.34% (+0.39%)

Holders
82
Holders Change
+9
Holders Change %
+12.33%
% of All Funds
1.32%
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
26
Reduced
14
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$2K
FFA
77
Farther Finance Advisors
California
$1.15K +$1.16K +45 New
WAM
78
Worth Asset Management
Texas
$755 -$3.87K -150 -83%
ASN
79
Advisory Services Network
Georgia
$649 +$671 +26 New
GIA
80
GHP Investment Advisors
Colorado
$634
PAG
81
Private Advisor Group
New Jersey
$407 +$490 +19 +0.1%
AF
82
Advisornet Financial
Minnesota
$236
LFG
83
Larson Financial Group
Missouri
$5
Invesco
84
Invesco
Georgia
-$932K -36,064 Closed
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
-$510K -19,700 Closed
ASFA
86
All Season Financial Advisors
Colorado
-$279K -10,785 Closed
VF
87
Virtu Financial
New York
-$174K -6,715 Closed
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
-$133K -5,156 Closed
TSS
89
Two Sigma Securities
New York
-$116K -4,485 Closed
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
-$72K -2,800 Closed
JF
91
Jump Financial
Illinois
-$68K -2,620 Closed
DTL
92
Dynamic Technology Lab
Singapore
-$61K -2,364 Closed
CWM
93
Castle Wealth Management
Florida
-$10K -400 Closed
TRCT
94
Tower Research Capital (TRC)
New York
-$10.3K -400 Closed
Fidelity Investments
95
Fidelity Investments
Massachusetts
-$6K -250 Closed
HI
96
Hudock Inc
Pennsylvania
-$3K -124 Closed

OXLC Hedge Fund Activity: Q4 2022 in Review

82 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q4 2022, worth a combined $131M — up 241% from $38.3M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new OXLC positions and 13 closed out — a net gain of 11 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was Thomas J. Herzfeld Advisors, opening a new position worth an estimated $13.6M. The largest seller was Invesco, exiting entirely with an estimated $932K sold.

  • 82 institutional investors held Oxford Lane Capital (OXLC) as of Q4 2022, up from 73 in Q3 2022.
  • Funds reported $131M of Oxford Lane Capital stock for Q4 2022, up 241% quarter-over-quarter.
  • 24 funds opened new Oxford Lane Capital positions in Q4 2022 and 13 closed out, a net change of +11 holders.
  • The largest Oxford Lane Capital buyer in Q4 2022 was Thomas J. Herzfeld Advisors, an estimated $13.6M added.
  • The largest Oxford Lane Capital seller in Q4 2022 was Invesco, an estimated $932K sold.

Based on aggregated 13F filings for Q4 2022.