We are live on ! Find out more
OXSQ icon

Oxford Square Capital

86 hedge funds and large institutions have $99.2M invested in Oxford Square Capital in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $207K | Put options by funds: $78K

9% less funds holding

Funds holding: 9486 (-8)

12% less capital invested

Capital invested by funds: $113M → $99.2M (-$13.9M)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

56% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 43

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
86
Holders Change
-8
Holders Change %
-8.51%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
19
Reduced
43
Closed
18
Calls
$207K
Puts
$78K
Net Calls
+$129K
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$14.3M -$3.27M -442,554 -18%
UBS Group
2
UBS Group
Switzerland
$13.6M +$2.52M +340,918 +21%
RCM
3
Raging Capital Management
New Jersey
$10.9M +$11.6M +1,576,508 New
SAM
4
Selway Asset Management
$4.46M -$250K -33,900 -5%
MC
5
Muzinich & Co
New York
$4.41M
MP
6
Mangrove Partners
Connecticut
$4.16M +$4.43M +600,493 New
PAM
7
PVG Asset Management
Colorado
$3.89M -$5.41M -732,484 -57%
Wells Fargo
8
Wells Fargo
California
$3.77M -$364K -49,279 -8%
Two Sigma Investments
9
Two Sigma Investments
New York
$3.01M -$1.06M -143,539 -25%
SC
10
Selz Capital
New York
$2.77M +$2.95M +400,000 New
Morgan Stanley
11
Morgan Stanley
New York
$2.43M +$937K +126,920 +56%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$2.21M -$167K -22,600 -7%
BG
13
BlackRock Group
United Kingdom
$2.2M +$420K +56,872 +22%
Invesco
14
Invesco
Georgia
$1.95M -$239K -32,426 -10%
KFA
15
Kelleher Financial Advisors
New York
$1.87M -$45.3K -6,136 -2%
Millennium Management
16
Millennium Management
New York
$1.79M -$2.52M -341,298 -57%
GC
17
Guggenheim Capital
Illinois
$1.51M +$101K +13,625 +7%
VanEck Associates
18
VanEck Associates
New York
$1.45M -$46.6K -6,316 -3%
Goldman Sachs
19
Goldman Sachs
New York
$1.36M -$1.16M -156,651 -44%
BTS
20
BB&T Securities
Virginia
$1.28M -$70.5K -9,555 -34%
SLG
21
Stanley-Laman Group
Pennsylvania
$1.17M -$38.1K -5,163 -3%
GA
22
Geneva Advisors
Illinois
$988K +$28K +3,800 +3%
Citadel Advisors
23
Citadel Advisors
Florida
$976K +$271K +36,671 +35%
TYCC
24
Texas Yale Capital Corp
Florida
$892K +$45K +6,100 +5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$818K -$985K -133,398 -53%

OXSQ Hedge Fund Activity: Q1 2015 in Review

86 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q1 2015, worth a combined $99.2M — down 12% from $113M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of OXSQ and 11 opened new positions — a net loss of 7 holders — while 43 trimmed existing stakes and 19 added.

The largest buyer was Raging Capital Management, opening a new position worth an estimated $11.6M. The largest seller was PVG Asset Management, cutting an estimated $5.41M.

  • 86 institutional investors held Oxford Square Capital (OXSQ) as of Q1 2015, down from 94 in Q4 2014.
  • Funds reported $99.2M of Oxford Square Capital stock for Q1 2015, down 12% quarter-over-quarter.
  • 11 funds opened new Oxford Square Capital positions in Q1 2015 and 18 closed out, a net change of -7 holders.
  • The largest Oxford Square Capital buyer in Q1 2015 was Raging Capital Management, an estimated $11.6M added.
  • The largest Oxford Square Capital seller in Q1 2015 was PVG Asset Management, an estimated $5.41M sold.

Based on aggregated 13F filings for Q1 2015.