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Oxford Square Capital

80 hedge funds and large institutions have $51.5M invested in Oxford Square Capital in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

0.53% less ownership

Funds ownership: 15.21%14.68% (-0.53%)

1% less capital invested

Capital invested by funds: $52.1M → $51.5M (-$674K)

6% less funds holding

Funds holding: 8580 (-5)

22% less call options, than puts

Call options by funds: $468K | Put options by funds: $598K

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
80
Holders Change
-5
Holders Change %
-5.88%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
24
Reduced
24
Closed
12
Calls
$468K
Puts
$598K
Net Calls
-$130K
Net Calls Change
-$203K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$5.46M +$1.12M +155,504 +25%
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$4.64M +$2.46M +341,362 +110%
SC
3
Selz Capital
New York
$4.29M
AAM
4
Advisors Asset Management
Colorado
$3.7M +$285K +39,587 +8%
VanEck Associates
5
VanEck Associates
New York
$2.9M +$199K +27,673 +7%
Two Sigma Advisers
6
Two Sigma Advisers
New York
$2.35M -$382K -53,000 -14%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$2.06M -$1.22M -169,000 -37%
GC
8
Guggenheim Capital
Illinois
$2.05M -$54.1K -7,517 -3%
BlackRock
9
BlackRock
New York
$1.61M -$2.73K -379 -0.2%
Two Sigma Investments
10
Two Sigma Investments
New York
$1.54M -$666K -92,530 -30%
HIM
11
Hillsdale Investment Management
Ontario, Canada
$1.45M +$720 +100 +0%
Legal & General Group
12
Legal & General Group
United Kingdom
$1.42M +$19.2K +2,662 +1%
Marshall Wace
13
Marshall Wace
United Kingdom
$1.42M +$1.43M +198,872 New
OAM
14
Oxford Asset Management
United Kingdom
$1.1M -$457K -63,444 -29%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.06M +$118K +16,399 +12%
DnB Asset Management
16
DnB Asset Management
Norway
$974K -$52.7K -7,317 -5%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$973K +$187K +26,000 +23%
TYCC
18
Texas Yale Capital Corp
Florida
$906K
William Blair & Company
19
William Blair & Company
Illinois
$892K -$21.6K -3,000 -2%
Wells Fargo
20
Wells Fargo
California
$863K -$3.58K -497 -0.4%
BI
21
Bramshill Investments
Florida
$804K -$82.5K -11,449 -9%
Morgan Stanley
22
Morgan Stanley
New York
$681K -$220K -30,565 -24%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$630K
SAM
24
Shell Asset Management
Netherlands
$512K
AG
25
Aperio Group
California
$512K +$121K +16,770 +30%

OXSQ Hedge Fund Activity: Q3 2018 in Review

80 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q3 2018, worth a combined $51.5M — down 1.3% from $52.1M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of OXSQ and 7 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 24 added.

The largest buyer was Arrowstreet Capital, adding an estimated $2.46M. The largest seller was Marshall Wace North America, exiting entirely with an estimated $2.19M sold.

  • 80 institutional investors held Oxford Square Capital (OXSQ) as of Q3 2018, down from 85 in Q2 2018.
  • Funds reported $51.5M of Oxford Square Capital stock for Q3 2018, down 1.3% quarter-over-quarter.
  • 7 funds opened new Oxford Square Capital positions in Q3 2018 and 12 closed out, a net change of -5 holders.
  • The largest Oxford Square Capital buyer in Q3 2018 was Arrowstreet Capital, an estimated $2.46M added.
  • The largest Oxford Square Capital seller in Q3 2018 was Marshall Wace North America, an estimated $2.19M sold.

Based on aggregated 13F filings for Q3 2018.