OXLC

Oxford Lane Capital
OXLC

Overview Fund Activity

88 hedge funds and large institutions have $50.2M invested in Oxford Lane Capital in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
34
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DFG
Delphi Financial Group
Delaware
$2.42M
2
HF
HRT Financial
New York
$1.12M
3
PCM
Penserra Capital Management
California
$12.1M
4
BWA
BDO Wealth Advisors
Florida
$607K
5
Osaic Holdings
Osaic Holdings
Arizona
$2.09M

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
$6.86M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.55M
3
WWM
Western Wealth Management
Colorado
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$121K
5
ASFA
All Season Financial Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
76
Quantbot Technologies
New York
$21.6K +$21.6K +4,455 New
TWM
77
Tradition Wealth Management
Minnesota
$16K – – –
CFGS
78
Concourse Financial Group Securities
Alabama
$14.5K – – –
N
79
Natixis
France
$5.71K +$252 +52 +5%
RMC
80
Resources Management Corp
Connecticut
$5K +$1.7K +340 +52%
EBA
81
Eagle Bay Advisors
New York
$4.84K – – –
SS
82
Sunbelt Securities
Texas
$4.48K -$24.3K -5,013 -84%
HT
83
Headlands Technologies
Illinois
$3.98K +$3.64K +752 +1,059%
RMA
84
Roffman Miller Associates
Pennsylvania
$1.81K +$1.81K +374 New
FFA
85
Farther Finance Advisors
California
$1.19K +$48 +10 +4%
GIA
86
GHP Investment Advisors
Colorado
$673 – – –
AF
87
Advisornet Financial
Minnesota
$246 +$10 +2 +4%
LFG
88
Larson Financial Group
Missouri
$5 – – –
WWM
89
Western Wealth Management
Colorado
– -$283K -54,081 Closed
ASFA
90
All Season Financial Advisors
Colorado
– -$173K -33,127 Closed
Nomura Holdings
91
Nomura Holdings
Japan
– -$78.5K -15,000 Closed
Millennium Management
92
Millennium Management
New York
– -$65K -12,409 Closed
GSC
93
Ground Swell Capital
South Carolina
– -$54.8K -10,480 Closed
CAN
94
Cetera Advisor Networks
California
– -$54.8K -10,471 Closed
AAS
95
Ameritas Advisory Services
Nebraska
– -$7.46K -1,426 Closed
Fidelity Investments
96
Fidelity Investments
Massachusetts
– -$2.81K -537 Closed
WAM
97
Worth Asset Management
Texas
– -$779 -149 Closed
ASN
98
Advisory Services Network
Georgia
– -$699 -134 Closed
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
– -$4 -1 Closed
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