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Oxford Square Capital

85 hedge funds and large institutions have $52.1M invested in Oxford Square Capital in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

20% more capital invested

Capital invested by funds: $43.3M → $52.1M (+$8.85M)

4% more funds holding

Funds holding: 8285 (+3)

1.36% more ownership

Funds ownership: 13.85%15.21% (+1.4%)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.95%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
22
Reduced
22
Closed
13
Calls
$73K
Puts
Net Calls
+$73K
Net Calls Change
+$73K
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Claraphi Advisory Network
United States
$107K
CIBC World Market
52
CIBC World Market
Ontario, Canada
$106K -$7.77K -1,172 -7%
LPL Financial
53
LPL Financial
California
$104K -$149K -22,450 -60%
Canada Life
54
Canada Life
Manitoba, Canada
$98K +$3.44K +519 +4%
Bank of America
55
Bank of America
North Carolina
$87K -$80.6K -12,166 -49%
SBIA
56
Sheaff Brock Investment Advisors
Indiana
$80K
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$71K -$6.05K -913 -8%
Citadel Advisors
58
Citadel Advisors
Florida
$70K -$152K -22,901 -69%
ED
59
Exane Derivatives
France
$68K
CPA
60
Cowen Prime Advisors
New York
$52K +$14.6K +2,200 +41%
IA
61
IFP Advisors
Florida
$41K -$24.1K -3,637 -38%
APA
62
American Portfolios Advisors
New York
$30.4K
AG
63
Advisor Group
Arizona
$30K -$13.3K -2,000 -32%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$28K -$14.6K -2,200 -35%
WT
65
Washington Trust
Rhode Island
$28K +$26.5K +4,000 New
TRCT
66
Tower Research Capital (TRC)
New York
$20K -$45.1K -6,806 -70%
CF
67
Centaurus Financial
California
$17K +$16.6K +2,500 New
MFW
68
Mosaic Family Wealth
Missouri
$15K
US Bancorp
69
US Bancorp
Minnesota
$13K +$12.1K +1,824 New
WA
70
WealthTrust-Arizona
Arizona
$11K -$1.6K -241 -13%
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$11K
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K
CWA
73
Clarus Wealth Advisors
Arizona
$9K +$9.94K +1,500 New
SEI Investments
74
SEI Investments
Pennsylvania
$8K -$4.4K -664 -36%
CCM
75
Cribstone Capital Management
Maine
$8K

OXSQ Hedge Fund Activity: Q2 2018 in Review

85 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q2 2018, worth a combined $52.1M — up 20% from $43.3M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new OXSQ positions and 13 closed out — a net gain of 3 holders — while 22 added to existing stakes and 22 trimmed.

The largest buyer was Advisors Asset Management, opening a new position worth an estimated $3.18M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $3.7M.

  • 85 institutional investors held Oxford Square Capital (OXSQ) as of Q2 2018, up from 82 in Q1 2018.
  • Funds reported $52.1M of Oxford Square Capital stock for Q2 2018, up 20% quarter-over-quarter.
  • 16 funds opened new Oxford Square Capital positions in Q2 2018 and 13 closed out, a net change of +3 holders.
  • The largest Oxford Square Capital buyer in Q2 2018 was Advisors Asset Management, an estimated $3.18M added.
  • The largest Oxford Square Capital seller in Q2 2018 was Thomas J. Herzfeld Advisors, an estimated $3.7M sold.

Based on aggregated 13F filings for Q2 2018.