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OXLC

Oxford Lane Capital

123 hedge funds and large institutions have $69.5M invested in Oxford Lane Capital in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 58 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 16

209% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 11

22% more funds holding

Funds holding: 101123 (+22)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.15% less ownership

Funds ownership: 0.98%0.83% (-0.15%)

2% less capital invested

Capital invested by funds: $70.6M → $69.5M (-$1.07M)

Holders
123
Holders Change
+22
Holders Change %
+21.78%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
58
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTCPP
1
Border to Coast Pensions Partnership
United Kingdom
$7.34M +$7.58M +281,000 New
WS
2
Wedbush Securities
California
$5.68M +$365K +13,531 +7%
Morgan Stanley
3
Morgan Stanley
New York
$4.74M +$100K +3,704 +2%
RIA
4
Realta Investment Advisors
Delaware
$4.7M +$3.41M +126,188 +245%
LPL Financial
5
LPL Financial
California
$3.29M +$529K +19,613 +18%
TI
6
TrueMark Investments
Illinois
$2.77M +$1.22M +45,247 +75%
GWM
7
Geneos Wealth Management
Colorado
$2.64M +$51.2K +1,897 +2%
DFG
8
Delphi Financial Group
Delaware
$2.52M +$697K +25,837 +37%
IFG
9
Independent Financial Group
California
$2.17M +$25K +927 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.01M +$590K +21,866 +40%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.6M -$242K -8,958 -13%
P
12
&Partners
Tennessee
$1.45M +$47K +1,741 +3%
TCM
13
Triumph Capital Management
Colorado
$1.39M +$932K +34,524 +187%
Millennium Management
14
Millennium Management
New York
$1.34M +$1.38M +51,185 New
Invesco
15
Invesco
Georgia
$1.29M +$71.8K +2,661 +6%
JWCA
16
J.W. Cole Advisors
Florida
$1.2M +$445K +16,486 +56%
Citadel Advisors
17
Citadel Advisors
Florida
$1.16M +$362K +13,427 +43%
FFA
18
Founders Financial Alliance
North Carolina
$994K +$171K +6,325 +20%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$963K +$807K +29,913 +437%
RJA
20
Raymond James & Associates
Florida
$891K +$52.7K +1,954 +6%
SIC
21
Samalin Investment Counsel
New York
$877K +$96.4K +3,570 +12%
ACM
22
Arlington Capital Management
Illinois
$857K +$116K +4,315 +15%
IWP
23
Innova Wealth Partners
Pennsylvania
$857K +$883K +32,708 New
PAG
24
Private Advisor Group
New Jersey
$806K +$116K +4,290 +16%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$777K +$800K +29,650 New

OXLC Hedge Fund Activity: Q3 2024 in Review

123 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q3 2024, worth a combined $69.5M — down 1.5% from $70.6M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new OXLC positions and 11 closed out — a net gain of 23 holders — while 58 added to existing stakes and 16 trimmed.

The largest buyer was Border to Coast Pensions Partnership, opening a new position worth an estimated $7.58M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $16.7M sold.

  • 123 institutional investors held Oxford Lane Capital (OXLC) as of Q3 2024, up from 101 in Q2 2024.
  • Funds reported $69.5M of Oxford Lane Capital stock for Q3 2024, down 1.5% quarter-over-quarter.
  • 34 funds opened new Oxford Lane Capital positions in Q3 2024 and 11 closed out, a net change of +23 holders.
  • The largest Oxford Lane Capital buyer in Q3 2024 was Border to Coast Pensions Partnership, an estimated $7.58M added.
  • The largest Oxford Lane Capital seller in Q3 2024 was Penserra Capital Management, an estimated $16.7M sold.

Based on aggregated 13F filings for Q3 2024.