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Oxford Square Capital

81 hedge funds and large institutions have $47.3M invested in Oxford Square Capital in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $9K | Put options by funds: $4K

1% more funds holding

Funds holding: 8081 (+1)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

5% less capital invested

Capital invested by funds: $49.8M → $47.3M (-$2.46M)

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
21
Reduced
22
Closed
16
Calls
$9K
Puts
$4K
Net Calls
+$5K
Net Calls Change
-$121K
Name Holding Trade Value Shares
Change
Change in
Stake
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$8.61M
UBS Group
2
UBS Group
Switzerland
$4.75M -$456K -86,911 -9%
PI
3
Putnam Investments
Massachusetts
$3.83M
SC
4
Selz Capital
New York
$3.3M
AAM
5
Advisors Asset Management
Colorado
$2.73M -$2.98M -568,822 -52%
MC
6
Muzinich & Co
New York
$2.16M -$147K -28,092 -6%
BG
7
BlackRock Group
United Kingdom
$1.7M +$215K +40,909 +15%
Morgan Stanley
8
Morgan Stanley
New York
$1.67M +$236K +44,924 +16%
VanEck Associates
9
VanEck Associates
New York
$1.25M -$37.8K -7,213 -3%
Two Sigma Investments
10
Two Sigma Investments
New York
$1.22M +$469K +89,522 +63%
AM
11
Ares Management
California
$1.19M +$1.19M +226,471 New
NFA
12
Nuveen Fund Advisors
Illinois
$1.14M +$1.14M +217,127 New
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$1.13M
GC
14
Guggenheim Capital
Illinois
$910K -$12.2K -2,326 -1%
TYCC
15
Texas Yale Capital Corp
Florida
$824K -$15.2K -2,900 -2%
JP Morgan Chase
16
JP Morgan Chase
New York
$788K +$755K +143,932 +2,631%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$755K -$380K -72,397 -34%
KFA
18
Kelleher Financial Advisors
New York
$704K -$2.1K -400 -0.3%
NFA
19
Nationwide Fund Advisors
Ohio
$661K
Bank of America
20
Bank of America
North Carolina
$559K -$2.19K -418 -0.4%
Legal & General Group
21
Legal & General Group
United Kingdom
$538K -$83.8K -15,987 -14%
CS
22
Credit Suisse
Switzerland
$515K +$512K +97,614 New
GA
23
Geneva Advisors
Illinois
$386K
LA
24
Lucus Advisors
New York
$356K +$354K +67,490 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$332K +$4.54K +865 +1%

OXSQ Hedge Fund Activity: Q2 2016 in Review

81 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q2 2016, worth a combined $47.3M — down 4.9% from $49.8M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new OXSQ positions and 16 closed out — a net gain of 1 holder — while 21 added to existing stakes and 22 trimmed.

The largest buyer was Ares Management, opening a new position worth an estimated $1.19M. The largest seller was Mangrove Partners, exiting entirely with an estimated $4.54M sold.

  • 81 institutional investors held Oxford Square Capital (OXSQ) as of Q2 2016, up from 80 in Q1 2016.
  • Funds reported $47.3M of Oxford Square Capital stock for Q2 2016, down 4.9% quarter-over-quarter.
  • 17 funds opened new Oxford Square Capital positions in Q2 2016 and 16 closed out, a net change of +1 holder.
  • The largest Oxford Square Capital buyer in Q2 2016 was Ares Management, an estimated $1.19M added.
  • The largest Oxford Square Capital seller in Q2 2016 was Mangrove Partners, an estimated $4.54M sold.

Based on aggregated 13F filings for Q2 2016.