We are live on ! Find out more
OXLC

Oxford Lane Capital

33 hedge funds and large institutions have $14.2M invested in Oxford Lane Capital in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

8% more capital invested

Capital invested by funds: $13.2M → $14.2M (+$1.05M)

3% more funds holding

Funds holding: 3233 (+1)

0.16% more ownership

Funds ownership: 1.1%1.26% (+0.16%)

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Selz Capital
New York
$4.87M
William Blair & Company
2
William Blair & Company
Illinois
$1.8M +$1.95M +36,341 New
AG
3
Advisor Group
Arizona
$1.3M +$641K +11,939 +84%
BA
4
Bard Associates
Illinois
$765K -$5.37K -100 -0.6%
CAN
5
Cetera Advisor Networks
California
$759K +$47.3K +881 +6%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$748K +$185K +3,438 +30%
Morgan Stanley
7
Morgan Stanley
New York
$745K -$128K -2,375 -14%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$481K +$16.1K +300 +3%
VKH
9
Virtu KCG Holdings
New York
$411K +$321K +5,972 +258%
Millennium Management
10
Millennium Management
New York
$385K +$293K +5,459 +236%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$263K +$286K +5,316 New
Squarepoint
12
Squarepoint
New York
$227K +$246K +4,580 New
GCP
13
GSA Capital Partners
United Kingdom
$184K +$79.5K +1,480 +66%
IA
14
IFP Advisors
Florida
$176K -$1.02K -19 -0.5%
UBS Group
15
UBS Group
Switzerland
$150K +$64.5K +1,200 +66%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$147K +$127K +2,363 +394%
ED
17
Exane Derivatives
France
$121K -$1.34K -25 -1%
NPC
18
National Planning Corporation
California
$115K
Creative Planning
19
Creative Planning
Kansas
$102K -$1.07K -20 -1%
ISL
20
Ingalls & Snyder LLC
New York
$102K
Wells Fargo
21
Wells Fargo
California
$100K
Bank of America
22
Bank of America
North Carolina
$99K -$29.5K -549 -21%
Deutsche Bank
23
Deutsche Bank
Germany
$63K +$33.3K +620 +93%
WEC
24
Winslow Evans & Crocker
Massachusetts
$44.6K +$3.22K +60 +7%
SEI Investments
25
SEI Investments
Pennsylvania
$27K +$29.5K +550 New

OXLC Hedge Fund Activity: Q2 2017 in Review

33 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q2 2017, worth a combined $14.2M — up 8% from $13.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new OXLC positions and 5 closed out — a net gain of 1 holder — while 13 added to existing stakes and 8 trimmed.

The largest buyer was William Blair & Company, opening a new position worth an estimated $1.95M. The largest seller was Nine Chapters Capital Management, exiting entirely with an estimated $505K sold.

  • 33 institutional investors held Oxford Lane Capital (OXLC) as of Q2 2017, up from 32 in Q1 2017.
  • Funds reported $14.2M of Oxford Lane Capital stock for Q2 2017, up 8% quarter-over-quarter.
  • 6 funds opened new Oxford Lane Capital positions in Q2 2017 and 5 closed out, a net change of +1 holder.
  • The largest Oxford Lane Capital buyer in Q2 2017 was William Blair & Company, an estimated $1.95M added.
  • The largest Oxford Lane Capital seller in Q2 2017 was Nine Chapters Capital Management, an estimated $505K sold.

Based on aggregated 13F filings for Q2 2017.