We are live on ! Find out more
OXSQ icon

Oxford Square Capital

71 hedge funds and large institutions have $47.8M invested in Oxford Square Capital in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.56% more ownership

Funds ownership: 14.68%15.24% (+0.56%)

7% less capital invested

Capital invested by funds: $51.5M → $47.8M (-$3.63M)

11% less funds holding

Funds holding: 8071 (-9)

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

62% less call options, than puts

Call options by funds: $175K | Put options by funds: $458K

66% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 32

Holders
71
Holders Change
-9
Holders Change %
-11.25%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
32
Closed
17
Calls
$175K
Puts
$458K
Net Calls
-$283K
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$9.78M +$9.96M +1,511,449 New
UBS Group
2
UBS Group
Switzerland
$5.88M +$930K +141,202 +18%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$4M -$216K -32,735 -5%
AAM
4
Advisors Asset Management
Colorado
$3.16M -$210K -31,828 -6%
SC
5
Selz Capital
New York
$3.09M -$823K -125,000 -21%
VanEck Associates
6
VanEck Associates
New York
$2.53M -$109K -16,553 -4%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$1.96M -$185K -28,100 -9%
Legal & General Group
8
Legal & General Group
United Kingdom
$1.38M +$90.9K +13,797 +7%
BlackRock
9
BlackRock
New York
$1.38M -$85.2K -12,929 -6%
GC
10
Guggenheim Capital
Illinois
$1.33M -$548K -83,199 -29%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$936K -$23.8K -3,607 -2%
DnB Asset Management
12
DnB Asset Management
Norway
$867K -$18.4K -2,800 -2%
TYCC
13
Texas Yale Capital Corp
Florida
$824K
William Blair & Company
14
William Blair & Company
Illinois
$810K
Wells Fargo
15
Wells Fargo
California
$797K +$14.1K +2,137 +2%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$644K -$244K -37,114 -27%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$573K
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$524K -$1.37M -208,000 -72%
Two Sigma Investments
19
Two Sigma Investments
New York
$480K -$939K -142,578 -66%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$475K +$43.9K +6,662 +10%
OAM
21
Oxford Asset Management
United Kingdom
$472K -$533K -80,955 -53%
SAM
22
Shell Asset Management
Netherlands
$429K -$36.9K -5,600 -8%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$429K -$11.8K -1,796 -3%
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$385K
MSAM
25
Moloney Securities Asset Management
Missouri
$383K -$47.3K -7,179 -11%

OXSQ Hedge Fund Activity: Q4 2018 in Review

71 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q4 2018, worth a combined $47.8M — down 7.1% from $51.5M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of OXSQ and 9 opened new positions — a net loss of 8 holders — while 32 trimmed existing stakes and 11 added.

The largest buyer was Invesco, opening a new position worth an estimated $9.96M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $1.45M sold.

  • 71 institutional investors held Oxford Square Capital (OXSQ) as of Q4 2018, down from 80 in Q3 2018.
  • Funds reported $47.8M of Oxford Square Capital stock for Q4 2018, down 7.1% quarter-over-quarter.
  • 9 funds opened new Oxford Square Capital positions in Q4 2018 and 17 closed out, a net change of -8 holders.
  • The largest Oxford Square Capital buyer in Q4 2018 was Invesco, an estimated $9.96M added.
  • The largest Oxford Square Capital seller in Q4 2018 was Hillsdale Investment Management, an estimated $1.45M sold.

Based on aggregated 13F filings for Q4 2018.