We are live on ! Find out more
OXSQ icon

Oxford Square Capital

85 hedge funds and large institutions have $56M invested in Oxford Square Capital in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,200% more call options, than puts

Call options by funds: $219K | Put options by funds: $3K

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

1% less capital invested

Capital invested by funds: $56.8M → $56M (-$801K)

1.53% less ownership

Funds ownership: 17.41%15.89% (-1.5%)

2% less funds holding

Funds holding: 8785 (-2)

27% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 30

Holders
85
Holders Change
-2
Holders Change %
-2.3%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
22
Reduced
30
Closed
11
Calls
$219K
Puts
$3K
Net Calls
+$216K
Net Calls Change
+$90K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$6.53M +$55.2K +8,230 +0.9%
SC
2
Selz Capital
New York
$4.98M
Two Sigma Advisers
3
Two Sigma Advisers
New York
$3.11M +$159K +23,742 +6%
GC
4
Guggenheim Capital
Illinois
$3M -$252K -37,588 -8%
AAM
5
Advisors Asset Management
Colorado
$2.86M -$631K -94,005 -18%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$2.58M
VanEck Associates
7
VanEck Associates
New York
$2.52M -$348K -51,892 -12%
Two Sigma Investments
8
Two Sigma Investments
New York
$2.32M -$144K -21,400 -6%
Morgan Stanley
9
Morgan Stanley
New York
$2.17M -$789K -117,617 -27%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$2.12M +$1.35M +200,498 +183%
BlackRock
11
BlackRock
New York
$2.1M -$314K -46,815 -13%
JP Morgan Chase
12
JP Morgan Chase
New York
$2.01M -$195K -29,110 -9%
GCP
13
GSA Capital Partners
United Kingdom
$1.45M +$608K +90,700 +75%
HIM
14
Hillsdale Investment Management
Ontario, Canada
$1.32M +$161K +24,000 +14%
MWNA
15
Marshall Wace North America
New York
$1.24M +$1.08M +161,577 +1,050%
Wells Fargo
16
Wells Fargo
California
$1.08M +$437K +65,143 +70%
Legal & General Group
17
Legal & General Group
United Kingdom
$1M +$124K +18,430 +14%
TYCC
18
Texas Yale Capital Corp
Florida
$936K
DnB Asset Management
19
DnB Asset Management
Norway
$909K
William Blair & Company
20
William Blair & Company
Illinois
$896K
Bank of America
21
Bank of America
North Carolina
$891K +$98K +14,603 +13%
Goldman Sachs
22
Goldman Sachs
New York
$709K -$364K -54,262 -34%
Macquarie Group
23
Macquarie Group
Australia
$581K +$569K +84,889 New
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$524K +$513K +76,498 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$509K +$99.7K +14,859 +25%

OXSQ Hedge Fund Activity: Q3 2017 in Review

85 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q3 2017, worth a combined $56M — down 1.4% from $56.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new OXSQ positions and 11 closed out — a net gain of 1 holder — while 22 added to existing stakes and 30 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $1.35M. The largest seller was Muzinich & Co, exiting entirely with an estimated $4.35M sold.

  • 85 institutional investors held Oxford Square Capital (OXSQ) as of Q3 2017, down from 87 in Q2 2017.
  • Funds reported $56M of Oxford Square Capital stock for Q3 2017, down 1.4% quarter-over-quarter.
  • 12 funds opened new Oxford Square Capital positions in Q3 2017 and 11 closed out, a net change of +1 holder.
  • The largest Oxford Square Capital buyer in Q3 2017 was Arrowstreet Capital, an estimated $1.35M added.
  • The largest Oxford Square Capital seller in Q3 2017 was Muzinich & Co, an estimated $4.35M sold.

Based on aggregated 13F filings for Q3 2017.