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OXLC

Oxford Lane Capital

101 hedge funds and large institutions have $70.6M invested in Oxford Lane Capital in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

13% more capital invested

Capital invested by funds: $62.4M → $70.6M (+$8.19M)

3% more funds holding

Funds holding: 98101 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.09% less ownership

Funds ownership: 1.07%0.98% (-0.09%)

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
47
Reduced
19
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1
Penserra Capital Management
California
$16.7M +$360K +13,667 +2%
WS
2
Wedbush Securities
California
$5.51M +$1.43M +54,273 +36%
Morgan Stanley
3
Morgan Stanley
New York
$4.8M +$51.5K +1,957 +1%
LPL Financial
4
LPL Financial
California
$2.88M +$861K +32,703 +45%
GWM
5
Geneos Wealth Management
Colorado
$2.68M +$1.73M +65,711 +198%
IFG
6
Independent Financial Group
California
$2.22M -$76.1K -2,888 -3%
JF
7
Jump Financial
Illinois
$2.16M +$1.63M +61,732 +347%
DFG
8
Delphi Financial Group
Delaware
$1.9M +$401K +15,212 +28%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.9M +$137K +5,210 +8%
CSS
10
Cubist Systematic Strategies
Connecticut
$1.71M +$1.66M +63,010 New
TI
11
TrueMark Investments
Illinois
$1.64M +$1.6M +60,639 New
VEA
12
Virtus ETF Advisers
New York
$1.49M +$223K +8,464 +18%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.49M -$2.25M -85,332 -61%
P
14
&Partners
Tennessee
$1.45M +$26.6K +1,011 +2%
RIA
15
Realta Investment Advisors
Delaware
$1.4M +$901K +34,220 +197%
HF
16
HRT Financial
New York
$1.35M -$1.09M -41,549 -46%
Invesco
17
Invesco
Georgia
$1.26M +$1.22M +46,406 New
RJA
18
Raymond James & Associates
Florida
$869K +$79.3K +3,010 +10%
FFA
19
Founders Financial Alliance
North Carolina
$857K +$227K +8,634 +38%
Citadel Advisors
20
Citadel Advisors
Florida
$838K -$4.81M -182,562 -86%
SIC
21
Samalin Investment Counsel
New York
$810K +$5.4K +205 +0.7%
JWCA
22
J.W. Cole Advisors
Florida
$791K +$489K +18,548 +174%
ACM
23
Arlington Capital Management
Illinois
$769K -$31.8K -1,209 -4%
PAG
24
Private Advisor Group
New Jersey
$717K +$49.7K +1,887 +8%
ACA
25
Aptus Capital Advisors
Alabama
$554K +$9.48K +360 +2%

OXLC Hedge Fund Activity: Q2 2024 in Review

101 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q2 2024, worth a combined $70.6M — up 13% from $62.4M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new OXLC positions and 16 closed out — a net gain of 4 holders — while 47 added to existing stakes and 19 trimmed.

The largest buyer was Geneos Wealth Management, adding an estimated $1.73M. The largest seller was Citadel Advisors, cutting an estimated $4.81M.

  • 101 institutional investors held Oxford Lane Capital (OXLC) as of Q2 2024, up from 98 in Q1 2024.
  • Funds reported $70.6M of Oxford Lane Capital stock for Q2 2024, up 13% quarter-over-quarter.
  • 20 funds opened new Oxford Lane Capital positions in Q2 2024 and 16 closed out, a net change of +4 holders.
  • The largest Oxford Lane Capital buyer in Q2 2024 was Geneos Wealth Management, an estimated $1.73M added.
  • The largest Oxford Lane Capital seller in Q2 2024 was Citadel Advisors, an estimated $4.81M sold.

Based on aggregated 13F filings for Q2 2024.