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OXLC

Oxford Lane Capital
OXLC

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: 92 → 98 (+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: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
WS
Wedbush Securities
California
+$1.92M
2
HF
HRT Financial
New York
+$1.83M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.02M
4
SAM
Simplify Asset Management
Nevada
+$653K
5
Osaic Holdings
Osaic Holdings
Arizona
+$612K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.3M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$810K
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$598K
4
CSS
Cubist Systematic Strategies
Connecticut
-$403K
5
AWM
AE Wealth Management
Kansas
-$353K
Name Holding Trade Value Shares
Change 		Change in
Stake
CSS
101
Cubist Systematic Strategies
Connecticut
– -$403K -16,330 Closed
AWM
102
AE Wealth Management
Kansas
– -$353K -13,577 Closed
Bessemer Group
103
Bessemer Group
New Jersey
– -$318K -12,385 Closed
ACM
104
Andina Capital Management
Utah
– -$224K -9,085 Closed
MG
105
Marex Group
– -$103K -4,180 Closed
Nomura Holdings
106
Nomura Holdings
Japan
– -$95.7K -3,875 Closed
VF
107
Virtu Financial
New York
– -$94K -3,821 Closed
FIA
108
Foundations Investment Advisors
Arizona
– -$74.6K -2,849 Closed
Creative Planning
109
Creative Planning
Kansas
– -$64.6K -2,615 Closed
CL
110
Choreo LLC
Illinois
– -$60.5K -2,450 Closed
LNWWM
111
Laird Norton Wetherby Wealth Management
California
– -$57.8K -2,340 Closed
HH
112
Hilltop Holdings
Texas
– -$52.4K -2,120 Closed
FHA
113
First Horizon Advisors
Tennessee
– -$49.4K -2,000 Closed
TWM
114
Tradition Wealth Management
Minnesota
– -$16K -654 Closed
AF
115
Advisornet Financial
Minnesota
– -$272 -11 Closed
1 2 3 4
5

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.