OXLC

Oxford Lane Capital
OXLC

Overview Fund Activity

82 hedge funds and large institutions have $52.2M invested in Oxford Lane Capital in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
33
Reduced
18
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
$12.2M
2
LPL Financial
LPL Financial
California
$2.52M
3
Morgan Stanley
Morgan Stanley
New York
$3.38M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
$14.2M
5
SBIA
Sheaff Brock Investment Advisors
Indiana
$319K

Top Sellers

1
EG
Enstar Group
Bermuda
$0
2
DFG
Delphi Financial Group
Delaware
$615K
3
ACI
Alpha Cubed Investments
California
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.15M
5
P
&Partners
Tennessee
$1.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
76
Worth Asset Management
Texas
$779 – – –
ASN
77
Advisory Services Network
Georgia
$699 +$31 +6 +5%
GIA
78
GHP Investment Advisors
Colorado
$654 – – –
HT
79
Headlands Technologies
Illinois
$371 +$371 +71 New
AF
80
Advisornet Financial
Minnesota
$254 +$10 +2 +4%
LFG
81
Larson Financial Group
Missouri
$5 – – –
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$4 -$9.12K -2,281 -100%
EG
83
Enstar Group
Bermuda
– -$3.17M -624,420 Closed
ACI
84
Alpha Cubed Investments
California
– -$469K -92,538 Closed
Baird Financial Group
85
Baird Financial Group
Wisconsin
– -$186K -36,633 Closed
SA
86
SFI Advisors
New Jersey
– -$125K -24,610 Closed
PAS
87
Park Avenue Securities
New York
– -$122K -23,983 Closed
CA
88
Cornerstone Advisory
Maryland
– -$101K -20,000 Closed
UCFA
89
United Capital Financial Advisors
Texas
– -$76.1K -15,000 Closed
LNWWM
90
Laird Norton Wetherby Wealth Management
California
– -$76.1K -15,000 Closed
PWM
91
Prosperity Wealth Management
California
– -$50.7K -10,000 Closed
MCC
92
Money Concepts Capital
Florida
– -$33.6K -6,621 Closed
QT
93
Quantbot Technologies
New York
– -$10.7K -2,116 Closed
MWM
94
MinichMacGregor Wealth Management
New York
– -$4.01K -790 Closed
SWM
95
Spire Wealth Management
Virginia
– -$2K -300 Closed
1 2 3
4