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OXLC

Oxford Lane Capital

123 hedge funds and large institutions have $69.5M invested in Oxford Lane Capital in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 58 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 16

209% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 11

22% more funds holding

Funds holding: 101123 (+22)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.15% less ownership

Funds ownership: 0.98%0.83% (-0.15%)

2% less capital invested

Capital invested by funds: $70.6M → $69.5M (-$1.07M)

Holders
123
Holders Change
+22
Holders Change %
+21.78%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
58
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
76
Two Sigma Securities
New York
$89.3K +$29.1K +1,079 +46%
BCA
77
Bay Colony Advisors
Massachusetts
$89.1K +$6.1K +226 +7%
Kovitz Investment Group Partners
78
Kovitz Investment Group Partners
Illinois
$87.8K +$90.5K +3,352 New
JF
79
Jump Financial
Illinois
$86.6K -$2.06M -76,227 -96%
WHCFA
80
William Howard & Co Financial Advisors
Tennessee
$86K +$89K +3,298 New
BFA
81
Beacon Financial Advisory
Ohio
$85.5K -$46.6K -1,727 -35%
EWA
82
EverSource Wealth Advisors
Alabama
$83.8K
BAM
83
Belpointe Asset Management
Nevada
$79.6K +$5.83K +216 +8%
SWP
84
Stratos Wealth Partners
Ohio
$79K +$81.4K +3,016 New
TFA
85
Teamwork Financial Advisors
Texas
$78.2K +$80.6K +2,985 New
CIA
86
Capital Investment Advisors
Georgia
$76.9K +$19.9K +736 +33%
CIBC Private Wealth Group
87
CIBC Private Wealth Group
Georgia
$73.1K +$26.2K +970 +53%
FA
88
Freestate Advisors
Kansas
$71.9K +$74.1K +2,746 New
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$71.4K +$17.4K +646 +31%
AWA
90
Arkadios Wealth Advisors
Georgia
$69.4K +$3.29K +122 +5%
FIA
91
Foundations Investment Advisors
Arizona
$63.7K +$65.6K +2,431 New
KPWS
92
Kestra Private Wealth Services
Texas
$58.7K +$60.5K +2,240 New
Mariner
93
Mariner
Kansas
$57K -$6.69K -248 -10%
WWM
94
Western Wealth Management
Colorado
$56.3K +$57.9K +2,147 New
VFPW
95
Vantage Financial Partners (Wisconsin)
Wisconsin
$55.8K +$486 +18 +0.9%
ME
96
McIlrath & Eck
Washington
$55.5K +$57.2K +2,118 New
NWMG
97
National Wealth Management Group
Ohio
$54.3K +$55.9K +2,072 New
WB
98
WesBanco Bank
West Virginia
$53.5K
MWA
99
Merkkuri Wealth Advisors
New York
$52.9K +$54.5K +2,018 New
KWM
100
Kingsview Wealth Management
Oregon
$52.8K +$54.4K +2,016 New

OXLC Hedge Fund Activity: Q3 2024 in Review

123 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q3 2024, worth a combined $69.5M — down 1.5% from $70.6M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new OXLC positions and 11 closed out — a net gain of 23 holders — while 58 added to existing stakes and 16 trimmed.

The largest buyer was Border to Coast Pensions Partnership, opening a new position worth an estimated $7.58M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $16.7M sold.

  • 123 institutional investors held Oxford Lane Capital (OXLC) as of Q3 2024, up from 101 in Q2 2024.
  • Funds reported $69.5M of Oxford Lane Capital stock for Q3 2024, down 1.5% quarter-over-quarter.
  • 34 funds opened new Oxford Lane Capital positions in Q3 2024 and 11 closed out, a net change of +23 holders.
  • The largest Oxford Lane Capital buyer in Q3 2024 was Border to Coast Pensions Partnership, an estimated $7.58M added.
  • The largest Oxford Lane Capital seller in Q3 2024 was Penserra Capital Management, an estimated $16.7M sold.

Based on aggregated 13F filings for Q3 2024.