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OXLC

Oxford Lane Capital

98 hedge funds and large institutions have $62.4M invested in Oxford Lane Capital in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 18 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 18

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

7% more funds holding

Funds holding: 9298 (+6)

5% more capital invested

Capital invested by funds: $59.7M → $62.4M (+$2.73M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.07% less ownership

Funds ownership: 1.13%1.07% (-0.07%)

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
39
Reduced
18
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1
Penserra Capital Management
California
$15.3M -$149K -5,787 -1%
Citadel Advisors
2
Citadel Advisors
Florida
$5.42M +$1.02M +39,601 +23%
Morgan Stanley
3
Morgan Stanley
New York
$4.45M -$5.3M -206,501 -54%
WS
4
Wedbush Securities
California
$3.78M +$1.92M +74,583 +100%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.56M +$612K +23,843 +20%
HF
6
HRT Financial
New York
$2.32M +$1.83M +71,183 +354%
IFG
7
Independent Financial Group
California
$2.16M +$27K +1,053 +1%
LPL Financial
8
LPL Financial
California
$1.87M -$94K -3,661 -5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.65M -$22.3K -869 -1%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.54M +$333K +12,961 +27%
DFG
11
Delphi Financial Group
Delaware
$1.4M +$4.44K +173 +0.3%
P
12
&Partners
Tennessee
$1.34M +$52K +2,024 +4%
VEA
13
Virtus ETF Advisers
New York
$1.18M +$325K +12,640 +37%
GWM
14
Geneos Wealth Management
Colorado
$843K +$171K +6,650 +25%
SIC
15
Samalin Investment Counsel
New York
$754K +$35.5K +1,382 +5%
ACM
16
Arlington Capital Management
Illinois
$752K -$35.5K -1,381 -4%
RJA
17
Raymond James & Associates
Florida
$738K +$27.7K +1,078 +4%
SAM
18
Simplify Asset Management
Nevada
$646K +$653K +25,414 New
PAG
19
Private Advisor Group
New Jersey
$624K +$47.8K +1,860 +8%
FFA
20
Founders Financial Alliance
North Carolina
$584K +$590K +22,986 New
ACA
21
Aptus Capital Advisors
Alabama
$510K +$72.1K +2,808 +16%
CM
22
CastleKnight Management
New York
$493K
KAS
23
Kestra Advisory Services
Texas
$490K +$25.8K +1,005 +5%
Wells Fargo
24
Wells Fargo
California
$465K -$5.14K -200 -1%
JF
25
Jump Financial
Illinois
$452K +$187K +7,300 +70%

OXLC Hedge Fund Activity: Q1 2024 in Review

98 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q1 2024, worth a combined $62.4M — up 4.6% from $59.7M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new OXLC positions and 16 closed out — a net gain of 7 holders — while 39 added to existing stakes and 18 trimmed.

The largest buyer was Wedbush Securities, adding an estimated $1.92M. The largest seller was Morgan Stanley, cutting an estimated $5.3M.

  • 98 institutional investors held Oxford Lane Capital (OXLC) as of Q1 2024, up from 92 in Q4 2023.
  • Funds reported $62.4M of Oxford Lane Capital stock for Q1 2024, up 4.6% quarter-over-quarter.
  • 23 funds opened new Oxford Lane Capital positions in Q1 2024 and 16 closed out, a net change of +7 holders.
  • The largest Oxford Lane Capital buyer in Q1 2024 was Wedbush Securities, an estimated $1.92M added.
  • The largest Oxford Lane Capital seller in Q1 2024 was Morgan Stanley, an estimated $5.3M sold.

Based on aggregated 13F filings for Q1 2024.