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Oxford Square Capital

78 hedge funds and large institutions have $69.9M invested in Oxford Square Capital in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,233% more call options, than puts

Call options by funds: $220K | Put options by funds: $3K

52% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 21

29% more capital invested

Capital invested by funds: $54.2M → $69.9M (+$15.7M)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

3% more funds holding

Funds holding: 7678 (+2)

2.45% more ownership

Funds ownership: 15.93%18.37% (+2.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
32
Reduced
21
Closed
12
Calls
$220K
Puts
$3K
Net Calls
+$217K
Net Calls Change
+$217K
Name Holding Trade Value Shares
Change
Change in
Stake
MC
1
Muzinich & Co
New York
$10.6M +$8.98M +1,242,211 +630%
UBS Group
2
UBS Group
Switzerland
$10.3M +$1.71M +237,193 +20%
SC
3
Selz Capital
New York
$5.37M +$723K +100,000 +16%
Two Sigma Advisers
4
Two Sigma Advisers
New York
$4.11M +$304K +42,120 +8%
AAM
5
Advisors Asset Management
Colorado
$3.93M +$437K +60,495 +13%
BlackRock
6
BlackRock
New York
$3.12M +$3.05M +422,517 New
VanEck Associates
7
VanEck Associates
New York
$2.9M +$640K +88,544 +29%
GC
8
Guggenheim Capital
Illinois
$2.9M +$216K +29,844 +8%
Two Sigma Investments
9
Two Sigma Investments
New York
$2.83M -$531K -73,408 -16%
JP Morgan Chase
10
JP Morgan Chase
New York
$2.63M -$354K -49,004 -12%
Morgan Stanley
11
Morgan Stanley
New York
$2.47M +$177K +24,554 +8%
HIM
12
Hillsdale Investment Management
Ontario, Canada
$1.25M -$538K -74,500 -31%
GCP
13
GSA Capital Partners
United Kingdom
$1.13M +$58.6K +8,106 +6%
DnB Asset Management
14
DnB Asset Management
Norway
$1.04M +$624K +86,400 +157%
William Blair & Company
15
William Blair & Company
Illinois
$1.03M +$939K +129,860 New
TYCC
16
Texas Yale Capital Corp
Florida
$1.01M
Legal & General Group
17
Legal & General Group
United Kingdom
$886K +$37.7K +5,210 +5%
Bank of America
18
Bank of America
North Carolina
$797K +$4.89K +676 +0.6%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$775K +$759K +105,000 New
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$656K +$349K +48,332 +119%
EGA
21
Eagle Global Advisors
Texas
$656K +$441K +60,990 +218%
GA
22
Geneva Advisors
Illinois
$586K +$21K +2,902 +4%
Wells Fargo
23
Wells Fargo
California
$586K +$424K +58,711 +283%
Goldman Sachs
24
Goldman Sachs
New York
$475K +$131K +18,069 +39%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$395K -$47.9K -6,634 -11%

OXSQ Hedge Fund Activity: Q1 2017 in Review

78 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q1 2017, worth a combined $69.9M — up 29% from $54.2M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new OXSQ positions and 12 closed out — a net gain of 3 holders — while 32 added to existing stakes and 21 trimmed.

The largest buyer was Muzinich & Co, adding an estimated $8.98M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $7.19M.

  • 78 institutional investors held Oxford Square Capital (OXSQ) as of Q1 2017, up from 76 in Q4 2016.
  • Funds reported $69.9M of Oxford Square Capital stock for Q1 2017, up 29% quarter-over-quarter.
  • 15 funds opened new Oxford Square Capital positions in Q1 2017 and 12 closed out, a net change of +3 holders.
  • The largest Oxford Square Capital buyer in Q1 2017 was Muzinich & Co, an estimated $8.98M added.
  • The largest Oxford Square Capital seller in Q1 2017 was TPG Group Holdings (SBS) Advisors, an estimated $7.19M sold.

Based on aggregated 13F filings for Q1 2017.