OXLC

Oxford Lane Capital
OXLC

Overview Fund Activity

97 hedge funds and large institutions have $60.2M invested in Oxford Lane Capital in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+7
Holders Change %
+7.78%
% 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
38
Reduced
18
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WS
Wedbush Securities
California
$3.78M
2
HF
HRT Financial
New York
$2.32M
3
Citadel Advisors
Citadel Advisors
Florida
$5.42M
4
SAM
Simplify Asset Management
Nevada
$646K
5
Osaic Holdings
Osaic Holdings
Arizona
$3.56M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.45M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
$0
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$134K
4
CSS
Cubist Systematic Strategies
Connecticut
$0
5
AWM
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
1
Penserra Capital Management
California
$15.3M -$147K -28,937 -1%
Citadel Advisors
2
Citadel Advisors
Florida
$5.42M +$1.01M +198,003 +23%
Morgan Stanley
3
Morgan Stanley
New York
$4.45M -$5.25M -1,032,506 -54%
WS
4
Wedbush Securities
California
$3.78M +$1.89M +372,914 +100%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.56M +$606K +119,213 +20%
HF
6
HRT Financial
New York
$2.32M +$1.81M +355,915 +354%
LPL Financial
7
LPL Financial
California
$1.87M -$93K -18,303 -5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.65M -$22.1K -4,348 -1%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$1.54M +$329K +64,805 +27%
DFG
10
Delphi Financial Group
Delaware
$1.4M +$4.39K +864 +0.3%
P
11
&Partners
Tennessee
$1.34M +$51.4K +10,120 +4%
VEA
12
Virtus ETF Advisers
New York
$1.18M +$321K +63,201 +37%
GWM
13
Geneos Wealth Management
Colorado
$843K +$169K +33,250 +25%
SIC
14
Samalin Investment Counsel
New York
$754K +$35.1K +6,911 +5%
ACM
15
Arlington Capital Management
Illinois
$752K -$35.1K -6,904 -4%
RJA
16
Raymond James & Associates
Florida
$738K +$27.4K +5,390 +4%
SAM
17
Simplify Asset Management
Nevada
$646K +$646K +127,068 New
PAG
18
Private Advisor Group
New Jersey
$624K +$47.2K +9,299 +8%
FFA
19
Founders Financial Alliance
North Carolina
$584K +$584K +114,928 New
ACA
20
Aptus Capital Advisors
Alabama
$510K +$71.3K +14,041 +16%
CM
21
CastleKnight Management
New York
$493K – – –
KAS
22
Kestra Advisory Services
Texas
$490K +$25.5K +5,027 +5%
Wells Fargo
23
Wells Fargo
California
$465K -$5.08K -1,000 -1%
JF
24
Jump Financial
Illinois
$452K +$185K +36,500 +70%
RIA
25
Realta Investment Advisors
Delaware
$440K +$72.7K +14,307 +20%
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