Oxford Lane Capital
OXLC
82 hedge funds and large institutions have $55M invested in Oxford Lane Capital in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 13 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
86% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 14
85% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 13
44% more capital invested
Capital invested by funds: $38.3M → $55M (+$16.7M)
12% more funds holding
Funds holding: 73 → 82 (+9)
0.39% more ownership
Funds ownership: 0.95% → 1.34% (+0.39%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$13.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.26M |
| 3 |
DFG
Delphi Financial Group
Wilmington,
Delaware
|
+$897K |
| 4 |
PCM
Penserra Capital Management
Orinda,
California
|
+$886K |
| 5 |
CM
CastleKnight Management
New York
|
+$382K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$932K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$510K |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$281K |
| 4 |
ASFA
All Season Financial Advisors
Denver,
Colorado
|
-$279K |
| 5 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$269K |
OXLC Hedge Fund Activity: Q4 2022 in Review
82 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q4 2022, worth a combined $55M — up 44% from $38.3M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new OXLC positions and 13 closed out — a net gain of 11 holders — while 26 added to existing stakes and 14 trimmed.
The largest buyer was Thomas J. Herzfeld Advisors, opening a new position worth an estimated $13.6M. The largest seller was Invesco, exiting entirely with an estimated $932K sold.
- 82 institutional investors held Oxford Lane Capital (OXLC) as of Q4 2022, up from 73 in Q3 2022.
- Funds reported $55M of Oxford Lane Capital stock for Q4 2022, up 44% quarter-over-quarter.
- 24 funds opened new Oxford Lane Capital positions in Q4 2022 and 13 closed out, a net change of +11 holders.
- The largest Oxford Lane Capital buyer in Q4 2022 was Thomas J. Herzfeld Advisors, an estimated $13.6M added.
- The largest Oxford Lane Capital seller in Q4 2022 was Invesco, an estimated $932K sold.
Based on aggregated 13F filings for Q4 2022.