OXLC

Oxford Lane Capital
OXLC

Overview Fund Activity

97 hedge funds and large institutions have $60.2M invested in Oxford Lane Capital in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+7
Holders Change %
+7.78%
% 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
38
Reduced
18
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WS
Wedbush Securities
California
+$1.89M
2
HF
HRT Financial
New York
+$1.81M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.01M
4
SAM
Simplify Asset Management
Nevada
+$646K
5
Osaic Holdings
Osaic Holdings
Arizona
+$606K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.25M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$810K
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$591K
4
CSS
Cubist Systematic Strategies
Connecticut
-$403K
5
AWM
AE Wealth Management
Kansas
-$353K
Name Holding Trade Value Shares
Change 		Shares
Change %
VFPW
76
Vantage Financial Partners (Wisconsin)
Wisconsin
$53.2K +$422 +83 +0.8%
WB
77
WesBanco Bank
West Virginia
$51.9K – – –
CFB
78
Cullen/Frost Bankers
Texas
$50.8K – – –
OCM
79
One Capital Management
California
$50.8K – – –
GWSG
80
GPS Wealth Strategies Group
Colorado
$41.9K – – –
PMFA
81
Plante Moran Financial Advisors
Michigan
$40.6K +$40.6K +7,990 New
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$30.9K +$30.9K +6,100 New
AF
83
Allworth Financial
California
$19.5K -$27.6K -5,426 -59%
US Bancorp
84
US Bancorp
Minnesota
$15.5K +$15.5K +3,057 New
CFGS
85
Concourse Financial Group Securities
Alabama
$15.5K – – –
CIA
86
Cape Investment Advisory
Georgia
$6.1K -$94.9K -18,673 -94%
SS
87
Sunbelt Securities
Texas
$5.46K +$264 +52 +5%
EBA
88
Eagle Bay Advisors
New York
$5.08K – – –
RMC
89
Resources Management Corp
Connecticut
$5K – – –
AA
90
AlphaMark Advisors
Kentucky
$5K +$322 +66 +7%
CA
91
Continuum Advisory
Idaho
$3.82K +$3.82K +731 New
SWC
92
Spectrum Wealth Counsel
Indiana
$3.81K – – –
BCMLT
93
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.72K +$3.72K +732 New
FFA
94
Farther Finance Advisors
California
$1.44K +$66 +13 +5%
GIA
95
GHP Investment Advisors
Colorado
$635 – – –
Fidelity Investments
96
Fidelity Investments
Massachusetts
$15 +$15 +3 New
GI
97
Gradient Investments
Minnesota
$2 – – –
FIA
98
FNY Investment Advisers
New York
$2 +$2 +400 New
TJHA
99
Thomas J. Herzfeld Advisors
Florida
– -$810K -163,890 Closed
CSS
100
Cubist Systematic Strategies
Connecticut
– -$403K -81,650 Closed
1 2 3
4
5