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Oxford Square Capital

91 hedge funds and large institutions have $48.5M invested in Oxford Square Capital in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

7% more funds holding

Funds holding: 8591 (+6)

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

0.53% more ownership

Funds ownership: 15.89%16.42% (+0.53%)

13% less capital invested

Capital invested by funds: $56M → $48.5M (-$7.51M)

20% less call options, than puts

Call options by funds: $257K | Put options by funds: $320K

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
2.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
29
Reduced
27
Closed
11
Calls
$257K
Puts
$320K
Net Calls
-$63K
Net Calls Change
-$279K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$4.45M -$1.11M -177,270 -19%
SC
2
Selz Capital
New York
$3.46M -$774K -124,000 -17%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$3.45M +$1.82M +291,978 +94%
Two Sigma Advisers
4
Two Sigma Advisers
New York
$2.75M +$152K +24,277 +5%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.63M +$506K +81,000 +21%
GC
6
Guggenheim Capital
Illinois
$2.32M -$207K -33,175 -8%
AAM
7
Advisors Asset Management
Colorado
$2.15M -$267K -42,744 -10%
VanEck Associates
8
VanEck Associates
New York
$2.15M +$38.8K +6,212 +2%
Two Sigma Investments
9
Two Sigma Investments
New York
$1.9M -$50K -8,017 -2%
BlackRock
10
BlackRock
New York
$1.9M +$156K +24,932 +8%
Morgan Stanley
11
Morgan Stanley
New York
$1.64M -$192K -30,690 -10%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$1.52M +$1.55M +248,813 +1,626%
MWNA
13
Marshall Wace North America
New York
$1.5M +$527K +84,382 +48%
HIM
14
Hillsdale Investment Management
Ontario, Canada
$963K -$159K -25,500 -13%
GCP
15
GSA Capital Partners
United Kingdom
$948K -$286K -45,800 -22%
Legal & General Group
16
Legal & General Group
United Kingdom
$915K +$81.7K +13,091 +9%
Macquarie Group
17
Macquarie Group
Australia
$820K +$362K +58,042 +68%
DnB Asset Management
18
DnB Asset Management
Norway
$761K
TYCC
19
Texas Yale Capital Corp
Florida
$752K -$35.3K -5,656 -4%
William Blair & Company
20
William Blair & Company
Illinois
$751K
Wells Fargo
21
Wells Fargo
California
$637K -$293K -46,861 -30%
JP Morgan Chase
22
JP Morgan Chase
New York
$613K -$1.18M -189,196 -64%
HT
23
HAP Trading
New York
$606K +$659K +105,527 New
Goldman Sachs
24
Goldman Sachs
New York
$534K -$65.2K -10,447 -10%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$517K +$141K +22,612 +34%

OXSQ Hedge Fund Activity: Q4 2017 in Review

91 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q4 2017, worth a combined $48.5M — down 13% from $56M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new OXSQ positions and 11 closed out — a net gain of 7 holders — while 29 added to existing stakes and 27 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $1.82M. The largest seller was JP Morgan Chase, cutting an estimated $1.18M.

  • 91 institutional investors held Oxford Square Capital (OXSQ) as of Q4 2017, up from 85 in Q3 2017.
  • Funds reported $48.5M of Oxford Square Capital stock for Q4 2017, down 13% quarter-over-quarter.
  • 18 funds opened new Oxford Square Capital positions in Q4 2017 and 11 closed out, a net change of +7 holders.
  • The largest Oxford Square Capital buyer in Q4 2017 was Arrowstreet Capital, an estimated $1.82M added.
  • The largest Oxford Square Capital seller in Q4 2017 was JP Morgan Chase, an estimated $1.18M sold.

Based on aggregated 13F filings for Q4 2017.