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OXLC

Oxford Lane Capital
OXLC

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: 98 → 101 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
GWM
Geneos Wealth Management
Colorado
+$1.73M
2
CSS
Cubist Systematic Strategies
Connecticut
+$1.66M
3
JF
Jump Financial
Illinois
+$1.63M
4
TI
TrueMark Investments
Illinois
+$1.6M
5
WS
Wedbush Securities
California
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$4.81M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.25M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.59M
4
HF
HRT Financial
New York
-$1.09M
5
SAM
Simplify Asset Management
Nevada
-$646K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
101
Triad Wealth Partners
Kansas
$705 +$685 +26 New
Fidelity Investments
102
Fidelity Investments
Massachusetts
$11 -$26 -1 Closed
SAM
103
Simplify Asset Management
Nevada
– -$646K -25,414 Closed
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
– -$353K -13,911 Closed
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
– -$166K -6,543 Closed
CA
106
CoreCap Advisors
Michigan
– -$143K -5,612 Closed
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
– -$134K -5,260 Closed
LMKC
108
L.M. Kohn & Company
Ohio
– -$93.8K -3,694 Closed
TF
109
Tompkins Financial
New York
– -$81.3K -3,200 Closed
HIC
110
Hartline Investment Corp
Illinois
– -$74.4K -2,930 Closed
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
– -$57.2K -2,253 Closed
PMFA
112
Plante Moran Financial Advisors
Michigan
– -$40.6K -1,598 Closed
CIA
113
Cape Investment Advisory
Georgia
– -$6.1K -240 Closed
RMC
114
Resources Management Corp
Connecticut
– -$5K -200 Closed
BCMLT
115
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$3.72K -146 Closed
FIA
116
FNY Investment Advisers
New York
– -$2 -80 Closed
GIA
117
GHP Investment Advisors
Colorado
– -$635 -25 Closed
1 2 3 4
5

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.