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OXLC

Oxford Lane Capital

101 hedge funds and large institutions have $70.6M invested in Oxford Lane Capital in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

13% more capital invested

Capital invested by funds: $62.4M → $70.6M (+$8.19M)

3% more funds holding

Funds holding: 98101 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.09% less ownership

Funds ownership: 1.07%0.98% (-0.09%)

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
47
Reduced
19
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
76
Gratus Capital
Georgia
$65K +$63.2K +2,400 New
TSS
77
Two Sigma Securities
New York
$63.2K -$116K -4,390 -65%
Fisher Asset Management
78
Fisher Asset Management
Washington
$62.2K +$60.4K +2,294 New
OCM
79
One Capital Management
California
$61.2K +$6.85K +260 +13%
CIA
80
Capital Investment Advisors
Georgia
$59.6K
VFPW
81
Vantage Financial Partners (Wisconsin)
Wisconsin
$57.2K +$448 +17 +0.8%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$56.4K -$17K -646 -24%
WB
83
WesBanco Bank
West Virginia
$55.3K
CFB
84
Cullen/Frost Bankers
Texas
$54.2K
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$50.9K +$15.8K +600 +49%
GWSG
86
GPS Wealth Strategies Group
Colorado
$44.7K
TRCT
87
Tower Research Capital (TRC)
New York
$31.6K -$32K -1,215 -51%
CP
88
Camelot Portfolios
Ohio
$24.4K +$23.7K +900 New
AF
89
Allworth Financial
California
$21.4K
US Bancorp
90
US Bancorp
Minnesota
$16.6K
CFGS
91
Concourse Financial Group Securities
Alabama
$16.3K
AA
92
AlphaMark Advisors
Kentucky
$9K +$3.19K +121 +59%
SS
93
Sunbelt Securities
Texas
$6.11K +$290 +11 +5%
EBA
94
Eagle Bay Advisors
New York
$5.42K
JP Morgan Chase
95
JP Morgan Chase
New York
$5.19K -$1.59M -60,360 -100%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$5K -$79.5K -3,019 -94%
SWC
97
Spectrum Wealth Counsel
Indiana
$4.07K
CA
98
Continuum Advisory
Idaho
$3.96K
FFA
99
Farther Finance Advisors
California
$1.64K +$105 +4 +7%
CC
100
Cypress Capital
Tennessee
$1.19K +$1.16K +44 New

OXLC Hedge Fund Activity: Q2 2024 in Review

101 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q2 2024, worth a combined $70.6M — up 13% from $62.4M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new OXLC positions and 16 closed out — a net gain of 4 holders — while 47 added to existing stakes and 19 trimmed.

The largest buyer was Geneos Wealth Management, adding an estimated $1.73M. The largest seller was Citadel Advisors, cutting an estimated $4.81M.

  • 101 institutional investors held Oxford Lane Capital (OXLC) as of Q2 2024, up from 98 in Q1 2024.
  • Funds reported $70.6M of Oxford Lane Capital stock for Q2 2024, up 13% quarter-over-quarter.
  • 20 funds opened new Oxford Lane Capital positions in Q2 2024 and 16 closed out, a net change of +4 holders.
  • The largest Oxford Lane Capital buyer in Q2 2024 was Geneos Wealth Management, an estimated $1.73M added.
  • The largest Oxford Lane Capital seller in Q2 2024 was Citadel Advisors, an estimated $4.81M sold.

Based on aggregated 13F filings for Q2 2024.