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Oxford Square Capital

80 hedge funds and large institutions have $105M invested in Oxford Square Capital in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $94.9M → $105M (+$9.97M)

2% less funds holding

Funds holding: 8280 (-2)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

55% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 33

Holders
80
Holders Change
-2
Holders Change %
-2.44%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
15
Reduced
33
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Raging Capital Management
New Jersey
$16.5M -$4.08M -615,081 -20%
UBS Group
2
UBS Group
Switzerland
$11M -$1.05M -158,633 -9%
TGHSA
3
TPG Group Holdings (SBS) Advisors
Texas
$11M +$10.8M +1,633,660 New
AAM
4
Advisors Asset Management
Colorado
$8.3M -$1.11M -167,057 -12%
RCM
5
Rivernorth Capital Management
Florida
$5.17M +$5.12M +770,419 New
MP
6
Mangrove Partners
Connecticut
$4.59M +$556K +83,757 +14%
MC
7
Muzinich & Co
New York
$4.27M
SC
8
Selz Capital
New York
$4.21M
PAM
9
PVG Asset Management
Colorado
$3.62M -$102K -15,338 -3%
SAM
10
Selway Asset Management
$3.37M -$718K -108,200 -18%
Morgan Stanley
11
Morgan Stanley
New York
$2.75M +$76K +11,440 +3%
CS
12
Credit Suisse
Switzerland
$2.4M +$2.38M +357,736 New
BG
13
BlackRock Group
United Kingdom
$1.88M -$183K -27,535 -9%
CIM
14
Confluence Investment Management
Missouri
$1.81M +$717K +107,943 +67%
Invesco
15
Invesco
Georgia
$1.75M -$197K -29,731 -10%
KFA
16
Kelleher Financial Advisors
New York
$1.73M -$67.4K -10,150 -4%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$1.71M -$208K -31,389 -11%
VanEck Associates
18
VanEck Associates
New York
$1.66M +$65.3K +9,842 +4%
GP
19
GLG Partners
United Kingdom
$1.51M +$1.49M +225,000 New
Two Sigma Investments
20
Two Sigma Investments
New York
$1.22M -$1.09M -163,722 -47%
GC
21
Guggenheim Capital
Illinois
$1.19M -$309K -46,469 -21%
TYCC
22
Texas Yale Capital Corp
Florida
$1.08M +$244K +36,700 +29%
GA
23
Geneva Advisors
Illinois
$1.04M
SLG
24
Stanley-Laman Group
Pennsylvania
$878K -$226K -34,095 -21%
Bank of America
25
Bank of America
North Carolina
$686K +$1.46K +220 +0.2%

OXSQ Hedge Fund Activity: Q3 2015 in Review

80 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q3 2015, worth a combined $105M — up 11% from $94.9M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of OXSQ and 17 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 15 added.

The largest buyer was TPG Group Holdings (SBS) Advisors, opening a new position worth an estimated $10.8M. The largest seller was Raging Capital Management, cutting an estimated $4.08M.

  • 80 institutional investors held Oxford Square Capital (OXSQ) as of Q3 2015, down from 82 in Q2 2015.
  • Funds reported $105M of Oxford Square Capital stock for Q3 2015, up 11% quarter-over-quarter.
  • 17 funds opened new Oxford Square Capital positions in Q3 2015 and 19 closed out, a net change of -2 holders.
  • The largest Oxford Square Capital buyer in Q3 2015 was TPG Group Holdings (SBS) Advisors, an estimated $10.8M added.
  • The largest Oxford Square Capital seller in Q3 2015 was Raging Capital Management, an estimated $4.08M sold.

Based on aggregated 13F filings for Q3 2015.