OXLC

Oxford Lane Capital
OXLC

Overview Fund Activity

88 hedge funds and large institutions have $50.2M invested in Oxford Lane Capital in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
34
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DFG
Delphi Financial Group
Delaware
$2.42M
2
HF
HRT Financial
New York
$1.12M
3
PCM
Penserra Capital Management
California
$12.1M
4
BWA
BDO Wealth Advisors
Florida
$607K
5
Osaic Holdings
Osaic Holdings
Arizona
$2.09M

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
$6.86M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.55M
3
WWM
Western Wealth Management
Colorado
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$121K
5
ASFA
All Season Financial Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
1
Penserra Capital Management
California
$12.1M +$753K +155,646 +7%
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$6.86M -$6.25M -1,292,117 -48%
Morgan Stanley
3
Morgan Stanley
New York
$3.42M +$295K +60,960 +9%
DFG
4
Delphi Financial Group
Delaware
$2.42M +$1.85M +381,743 +324%
LPL Financial
5
LPL Financial
California
$2.38M +$45.7K +9,434 +2%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.09M +$413K +85,196 +25%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.7M +$101K +20,950 +6%
WS
8
Wedbush Securities
California
$1.66M +$241K +49,840 +17%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.55M -$1.37M -282,233 -47%
P
10
&Partners
Tennessee
$1.23M +$6.46K +1,335 +0.5%
HF
11
HRT Financial
New York
$1.12M +$1.12M +231,758 New
RJA
12
Raymond James & Associates
Florida
$669K -$60.2K -12,443 -8%
BWA
13
BDO Wealth Advisors
Florida
$607K +$551K +113,863 +980%
GWM
14
Geneos Wealth Management
Colorado
$550K +$109K +22,600 +25%
VEA
15
Virtus ETF Advisers
New York
$533K -$46.8K -9,664 -8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$520K +$5.17K +1,066 +1%
Wells Fargo
17
Wells Fargo
California
$512K +$337K +69,728 +193%
KAS
18
Kestra Advisory Services
Texas
$484K +$201K +41,551 +71%
CM
19
CastleKnight Management
New York
$469K – – –
PAG
20
Private Advisor Group
New Jersey
$444K +$30.2K +6,234 +7%
SIC
21
Samalin Investment Counsel
New York
$386K +$96.7K +19,973 +33%
Jane Street
22
Jane Street
New York
$365K +$207K +42,772 +131%
SPC
23
Sigma Planning Corp
Michigan
$353K -$9.98K -2,062 -3%
ACM
24
Arlington Capital Management
Illinois
$351K +$351K +72,470 New
JF
25
Jump Financial
Illinois
$347K +$347K +71,686 New
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