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Oxford Square Capital

87 hedge funds and large institutions have $56.8M invested in Oxford Square Capital in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,520% more call options, than puts

Call options by funds: $131K | Put options by funds: $5K

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

29% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 24

12% more funds holding

Funds holding: 7887 (+9)

0.96% less ownership

Funds ownership: 18.37%17.41% (-0.96%)

19% less capital invested

Capital invested by funds: $69.9M → $56.8M (-$13M)

Holders
87
Holders Change
+9
Holders Change %
+11.54%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
31
Reduced
24
Closed
5
Calls
$131K
Puts
$5K
Net Calls
+$126K
Net Calls Change
-$91K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$5.99M -$3.26M -455,599 -33%
SC
2
Selz Capital
New York
$4.61M
MC
3
Muzinich & Co
New York
$4.35M -$5.4M -753,930 -52%
AAM
4
Advisors Asset Management
Colorado
$3.24M -$158K -22,132 -4%
GC
5
Guggenheim Capital
Illinois
$3.02M +$587K +82,022 +21%
Morgan Stanley
6
Morgan Stanley
New York
$2.75M +$716K +100,001 +30%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$2.73M -$899K -125,642 -23%
VanEck Associates
8
VanEck Associates
New York
$2.66M +$187K +26,181 +7%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$2.39M +$2.7M +377,000 New
Two Sigma Investments
10
Two Sigma Investments
New York
$2.29M -$167K -23,292 -6%
BlackRock
11
BlackRock
New York
$2.24M -$499K -69,666 -16%
JP Morgan Chase
12
JP Morgan Chase
New York
$2.06M -$227K -31,733 -9%
HIM
13
Hillsdale Investment Management
Ontario, Canada
$1.07M
Goldman Sachs
14
Goldman Sachs
New York
$1M +$668K +93,369 +145%
TYCC
15
Texas Yale Capital Corp
Florida
$866K
DnB Asset Management
16
DnB Asset Management
Norway
$841K -$63.7K -8,900 -6%
William Blair & Company
17
William Blair & Company
Illinois
$829K +$6.44K +900 +0.7%
Legal & General Group
18
Legal & General Group
United Kingdom
$811K +$55.1K +7,699 +6%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$808K +$276K +38,556 +43%
DTL
20
Dynamic Technology Lab
Singapore
$802K +$739K +103,270 +444%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$771K +$119K +16,588 +16%
GCP
22
GSA Capital Partners
United Kingdom
$762K -$238K -33,300 -22%
Bank of America
23
Bank of America
North Carolina
$732K +$53.7K +7,500 +7%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$693K +$782K +109,300 New
EGA
25
Eagle Global Advisors
Texas
$683K +$134K +18,760 +21%

OXSQ Hedge Fund Activity: Q2 2017 in Review

87 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q2 2017, worth a combined $56.8M — down 19% from $69.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new OXSQ positions and 5 closed out — a net gain of 10 holders — while 31 added to existing stakes and 24 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $2.7M. The largest seller was Muzinich & Co, cutting an estimated $5.4M.

  • 87 institutional investors held Oxford Square Capital (OXSQ) as of Q2 2017, up from 78 in Q1 2017.
  • Funds reported $56.8M of Oxford Square Capital stock for Q2 2017, down 19% quarter-over-quarter.
  • 15 funds opened new Oxford Square Capital positions in Q2 2017 and 5 closed out, a net change of +10 holders.
  • The largest Oxford Square Capital buyer in Q2 2017 was Bank of Montreal, an estimated $2.7M added.
  • The largest Oxford Square Capital seller in Q2 2017 was Muzinich & Co, an estimated $5.4M sold.

Based on aggregated 13F filings for Q2 2017.