We are live on ! Find out more
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
MW
101
Marks Wealth
Maryland
$52.6K +$54.2K +2,007 New
Northern Trust
102
Northern Trust
Illinois
$52.4K -$15.9K -588 -23%
CFB
103
Cullen/Frost Bankers
Texas
$52.4K
PWS
104
Precision Wealth Strategies
Missouri
$52.4K +$54K +2,000 New
GWSG
105
GPS Wealth Strategies Group
Colorado
$43.2K
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$33K +$33.6K +1,245 New
Wells Fargo
107
Wells Fargo
California
$19.3K -$457K -16,927 -96%
US Bancorp
108
US Bancorp
Minnesota
$16K
CFGS
109
Concourse Financial Group Securities
Alabama
$15.7K
AF
110
Allworth Financial
California
$13.3K -$7.07K -262 -34%
CAS
111
Coppell Advisory Solutions
Texas
$11.4K +$11.9K +441 New
AA
112
AlphaMark Advisors
Kentucky
$11K +$2.24K +83 +25%
JIP
113
Jaffetilchin Investment Partners
Florida
$8.71K +$8.99K +333 New
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$8K +$2.65K +98 +51%
SS
115
Sunbelt Securities
Texas
$6.21K +$297 +11 +5%
BlackRock
116
BlackRock
New York
$5.48K +$5.64K +209 New
EBA
117
Eagle Bay Advisors
New York
$5.24K
GEA
118
Glen Eagle Advisors
New Jersey
$4.94K +$5.1K +189 New
SWC
119
Spectrum Wealth Counsel
Indiana
$3.93K
CA
120
Continuum Advisory
Idaho
$3.92K
Fidelity Investments
121
Fidelity Investments
Massachusetts
$1.17K +$1.22K +45 New
TRCT
122
Tower Research Capital (TRC)
New York
$451 -$31K -1,149 -99%
DB
123
Danske Bank
Denmark
$26 +$27 +1 New
PCM
124
Penserra Capital Management
California
-$16.7M -615,035 Closed
VEA
125
Virtus ETF Advisers
New York
-$1.49M -55,081 Closed

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.