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OXLC

Oxford Lane Capital

98 hedge funds and large institutions have $62.4M invested in Oxford Lane Capital in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 18 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 18

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

7% more funds holding

Funds holding: 9298 (+6)

5% more capital invested

Capital invested by funds: $59.7M → $62.4M (+$2.73M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.07% less ownership

Funds ownership: 1.13%1.07% (-0.07%)

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
39
Reduced
18
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
76
Capital Investment Advisors
Georgia
$55.9K
VFPW
77
Vantage Financial Partners (Wisconsin)
Wisconsin
$53.2K +$437 +17 +0.8%
WB
78
WesBanco Bank
West Virginia
$51.9K
CFB
79
Cullen/Frost Bankers
Texas
$50.8K
OCM
80
One Capital Management
California
$50.8K
GWSG
81
GPS Wealth Strategies Group
Colorado
$41.9K
PMFA
82
Plante Moran Financial Advisors
Michigan
$40.6K +$41K +1,598 New
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$30.9K +$31.3K +1,220 New
AF
84
Allworth Financial
California
$19.5K -$27.9K -1,085 -59%
US Bancorp
85
US Bancorp
Minnesota
$15.5K +$15.7K +611 New
CFGS
86
Concourse Financial Group Securities
Alabama
$15.5K
CIA
87
Cape Investment Advisory
Georgia
$6.1K -$95.9K -3,735 -94%
SS
88
Sunbelt Securities
Texas
$5.46K +$282 +11 +5%
EBA
89
Eagle Bay Advisors
New York
$5.08K
RMC
90
Resources Management Corp
Connecticut
$5K
AA
91
AlphaMark Advisors
Kentucky
$5K +$334 +13 +7%
CA
92
Continuum Advisory
Idaho
$3.82K +$3.75K +146 New
SWC
93
Spectrum Wealth Counsel
Indiana
$3.81K
BCMLT
94
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.72K +$3.75K +146 New
FFA
95
Farther Finance Advisors
California
$1.44K +$77 +3 +6%
GIA
96
GHP Investment Advisors
Colorado
$635
Fidelity Investments
97
Fidelity Investments
Massachusetts
$15 +$26 +1 New
GI
98
Gradient Investments
Minnesota
$2
FIA
99
FNY Investment Advisers
New York
$2 +$2.05K +80 New
TJHA
100
Thomas J. Herzfeld Advisors
Florida
-$810K -32,778 Closed

OXLC Hedge Fund Activity: Q1 2024 in Review

98 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q1 2024, worth a combined $62.4M — up 4.6% from $59.7M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new OXLC positions and 16 closed out — a net gain of 7 holders — while 39 added to existing stakes and 18 trimmed.

The largest buyer was Wedbush Securities, adding an estimated $1.92M. The largest seller was Morgan Stanley, cutting an estimated $5.3M.

  • 98 institutional investors held Oxford Lane Capital (OXLC) as of Q1 2024, up from 92 in Q4 2023.
  • Funds reported $62.4M of Oxford Lane Capital stock for Q1 2024, up 4.6% quarter-over-quarter.
  • 23 funds opened new Oxford Lane Capital positions in Q1 2024 and 16 closed out, a net change of +7 holders.
  • The largest Oxford Lane Capital buyer in Q1 2024 was Wedbush Securities, an estimated $1.92M added.
  • The largest Oxford Lane Capital seller in Q1 2024 was Morgan Stanley, an estimated $5.3M sold.

Based on aggregated 13F filings for Q1 2024.