Oxford Lane Capital
OXLC
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.
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: 101 → 123 (+22)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTCPP
Border to Coast Pensions Partnership
Leeds,
United Kingdom
|
+$7.58M |
| 2 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
+$3.41M |
| 3 |
Millennium Management
New York
|
+$1.38M |
| 4 |
TI
TrueMark Investments
Chicago,
Illinois
|
+$1.22M |
| 5 |
TCM
Triumph Capital Management
Denver,
Colorado
|
+$932K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
-$16.7M |
| 2 |
JF
Jump Financial
Chicago,
Illinois
|
-$2.06M |
| 3 |
VEA
Virtus ETF Advisers
New York
|
-$1.49M |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$1.11M |
| 5 |
HF
HRT Financial
New York
|
-$1.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MW
126
Maia Wealth
Denver,
Colorado
| – | -$95.1K | -3,372 | Closed |
|
|
PAS
127
Park Avenue Securities
New York
| – | -$83K | -3,060 | Closed |
|
|
PWM
128
Perigon Wealth Management
San Francisco,
California
| – | -$70.1K | -2,585 | Closed |
|
|
BAG
129
Bridgewealth Advisory Group
Fresno,
California
| – | -$66.6K | -2,459 | Closed |
|
130
Fisher Asset Management
Camas,
Washington
| – | -$62.2K | -2,294 | Closed |
|
|
CP
131
Camelot Portfolios
Maumee,
Ohio
| – | -$24.4K | -900 | Closed |
|
132
JP Morgan Chase
New York
| – | -$5.19K | -192 | Closed |
|
|
CC
133
Cypress Capital
Franklin,
Tennessee
| – | -$1.19K | -44 | Closed |
|
|
TWP
134
Triad Wealth Partners
Lawrence,
Kansas
| – | -$705 | -26 | 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.