We are live on ! Find out more
OXSQ icon

Oxford Square Capital

63 hedge funds and large institutions have $46.2M invested in Oxford Square Capital in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.3% less ownership

Funds ownership: 15.24%14.93% (-0.3%)

3% less capital invested

Capital invested by funds: $47.8M → $46.2M (-$1.6M)

11% less funds holding

Funds holding: 7163 (-8)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

Holders
63
Holders Change
-8
Holders Change %
-11.27%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
20
Closed
14
Calls
$419K
Puts
Net Calls
+$419K
Net Calls Change
+$702K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$10M +$184K +27,897 +2%
UBS Group
2
UBS Group
Switzerland
$5.46M -$451K -68,330 -8%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$4.02M
AAM
4
Advisors Asset Management
Colorado
$3.46M +$294K +44,505 +9%
VanEck Associates
5
VanEck Associates
New York
$2.64M +$99.7K +15,109 +4%
SC
6
Selz Capital
New York
$1.81M -$1.32M -200,000 -42%
TYCC
7
Texas Yale Capital Corp
Florida
$1.65M +$840K +127,285 +100%
Legal & General Group
8
Legal & General Group
United Kingdom
$1.56M +$168K +25,410 +12%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$1.42M -$551K -83,500 -28%
BlackRock
10
BlackRock
New York
$1.41M +$25.2K +3,819 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.07M +$130K +19,646 +14%
GC
12
Guggenheim Capital
Illinois
$1.01M -$331K -50,197 -24%
DnB Asset Management
13
DnB Asset Management
Norway
$871K
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$846K +$859K +130,230 New
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$754K +$231K +35,000 +43%
Wells Fargo
16
Wells Fargo
California
$745K -$56.8K -8,613 -7%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$629K -$19.1K -2,902 -3%
William Blair & Company
18
William Blair & Company
Illinois
$578K -$240K -36,360 -29%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$575K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$477K -$264 -40 -0.1%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$439K +$7.59K +1,151 +2%
SAM
22
Shell Asset Management
Netherlands
$431K
MSAM
23
Moloney Securities Asset Management
Missouri
$395K +$10.3K +1,561 +3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$358K +$75.6K +11,461 +26%
Mackenzie Financial
25
Mackenzie Financial
Ontario, Canada
$338K -$48.6K -7,364 -12%

OXSQ Hedge Fund Activity: Q1 2019 in Review

63 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q1 2019, worth a combined $46.2M — down 3.3% from $47.8M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of OXSQ and 7 opened new positions — a net loss of 7 holders — while 20 trimmed existing stakes and 17 added.

The largest buyer was Thomas J. Herzfeld Advisors, opening a new position worth an estimated $859K. The largest seller was Selz Capital, cutting an estimated $1.32M.

  • 63 institutional investors held Oxford Square Capital (OXSQ) as of Q1 2019, down from 71 in Q4 2018.
  • Funds reported $46.2M of Oxford Square Capital stock for Q1 2019, down 3.3% quarter-over-quarter.
  • 7 funds opened new Oxford Square Capital positions in Q1 2019 and 14 closed out, a net change of -7 holders.
  • The largest Oxford Square Capital buyer in Q1 2019 was Thomas J. Herzfeld Advisors, an estimated $859K added.
  • The largest Oxford Square Capital seller in Q1 2019 was Selz Capital, an estimated $1.32M sold.

Based on aggregated 13F filings for Q1 2019.