OXLC

Oxford Lane Capital
OXLC

Overview Fund Activity

121 hedge funds and large institutions have $67.3M invested in Oxford Lane Capital in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 58 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+20
Holders Change %
+19.8%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
32
Increased
58
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTCPP
Border to Coast Pensions Partnership
United Kingdom
+$7.34M
2
RIA
Realta Investment Advisors
Delaware
+$3.34M
3
Millennium Management
Millennium Management
New York
+$1.34M
4
TI
TrueMark Investments
Illinois
+$1.19M
5
TCM
Triumph Capital Management
Colorado
+$905K

Top Sellers

1
PCM
Penserra Capital Management
California
-$16.7M
2
JF
Jump Financial
Illinois
-$2M
3
VEA
Virtus ETF Advisers
New York
-$1.49M
4
CSS
Cubist Systematic Strategies
Connecticut
-$1.08M
5
HF
HRT Financial
New York
-$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
76
Bay Colony Advisors
Massachusetts
$89.1K +$5.93K +1,132 +7%
Kovitz Investment Group Partners
77
Kovitz Investment Group Partners
Illinois
$87.8K +$87.8K +16,760 New
JF
78
Jump Financial
Illinois
$86.6K -$2M -381,136 -96%
WHCFA
79
William Howard & Co Financial Advisors
Tennessee
$86K +$86K +16,490 New
BFA
80
Beacon Financial Advisory
Ohio
$85.5K -$45.2K -8,634 -35%
EWA
81
EverSource Wealth Advisors
Alabama
$83.8K – – –
BAM
82
Belpointe Asset Management
Nevada
$79.6K +$5.64K +1,077 +8%
SWP
83
Stratos Wealth Partners
Ohio
$79K +$79K +15,082 New
TFA
84
Teamwork Financial Advisors
Texas
$78.2K +$78.2K +14,927 New
CIA
85
Capital Investment Advisors
Georgia
$76.9K +$19.3K +3,682 +33%
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$73.1K +$25.4K +4,849 +53%
FA
87
Freestate Advisors
Kansas
$71.9K +$71.9K +13,728 New
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$71.4K +$16.9K +3,229 +31%
AWA
89
Arkadios Wealth Advisors
Georgia
$69.4K +$3.2K +610 +5%
FIA
90
Foundations Investment Advisors
Arizona
$63.7K +$63.7K +12,156 New
KPWS
91
Kestra Private Wealth Services
Texas
$58.7K +$58.7K +11,200 New
Mariner
92
Mariner
Kansas
$57K -$6.5K -1,241 -10%
WWM
93
Western Wealth Management
Colorado
$56.3K +$56.3K +10,735 New
VFPW
94
Vantage Financial Partners (Wisconsin)
Wisconsin
$55.8K +$482 +92 +0.9%
ME
95
McIlrath & Eck
Washington
$55.5K +$55.5K +10,588 New
NWMG
96
National Wealth Management Group
Ohio
$54.3K +$54.3K +10,359 New
WB
97
WesBanco Bank
West Virginia
$53.5K – – –
MWA
98
Merkkuri Wealth Advisors
New York
$52.9K +$52.9K +10,088 New
KWM
99
Kingsview Wealth Management
Oregon
$52.8K +$52.8K +10,078 New
MW
100
Marks Wealth
Maryland
$52.6K +$52.6K +10,035 New
2 3
4
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