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Oxford Square Capital

65 hedge funds and large institutions have $49.9M invested in Oxford Square Capital in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

8% more capital invested

Capital invested by funds: $46.2M → $49.9M (+$3.66M)

3% more funds holding

Funds holding: 6365 (+2)

1.43% more ownership

Funds ownership: 14.93%16.36% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

81% less call options, than puts

Call options by funds: $176K | Put options by funds: $911K

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
18
Reduced
17
Closed
7
Calls
$176K
Puts
$911K
Net Calls
-$735K
Net Calls Change
-$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$9.8M -$55.4K -8,678 -0.6%
VEA
2
Virtus ETF Advisers
New York
$5.46M +$5.45M +853,131 New
UBS Group
3
UBS Group
Switzerland
$4.89M -$483K -75,592 -9%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$4.59M +$636K +99,515 +16%
AAM
5
Advisors Asset Management
Colorado
$3.32M -$86.2K -13,501 -3%
VanEck Associates
6
VanEck Associates
New York
$2.86M +$263K +41,124 +10%
SC
7
Selz Capital
New York
$1.78M
Legal & General Group
8
Legal & General Group
United Kingdom
$1.61M +$79.7K +12,470 +5%
BlackRock
9
BlackRock
New York
$1.6M +$207K +32,332 +15%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$1.32M -$74.7K -11,700 -5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.07M +$23.6K +3,691 +2%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$895K +$61.1K +9,569 +7%
DnB Asset Management
13
DnB Asset Management
Norway
$878K +$17.2K +2,700 +2%
TYCC
14
Texas Yale Capital Corp
Florida
$815K -$813K -127,285 -50%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$742K
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$712K +$358K +56,098 +102%
Wells Fargo
17
Wells Fargo
California
$707K -$27.4K -4,296 -4%
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$566K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$476K +$6.39K +1,000 +1%
GC
20
Guggenheim Capital
Illinois
$441K -$551K -86,215 -56%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$432K -$211 -33 -0%
MSAM
22
Moloney Securities Asset Management
Missouri
$399K +$10.7K +1,677 +3%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$333K -$286K -44,717 -46%
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$333K
Two Sigma Investments
25
Two Sigma Investments
New York
$325K +$226K +35,457 +232%

OXSQ Hedge Fund Activity: Q2 2019 in Review

65 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q2 2019, worth a combined $49.9M — up 7.9% from $46.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OXSQ positions and 7 closed out — a net gain of 3 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was Virtus ETF Advisers, opening a new position worth an estimated $5.45M. The largest seller was Texas Yale Capital Corp, cutting an estimated $813K.

  • 65 institutional investors held Oxford Square Capital (OXSQ) as of Q2 2019, up from 63 in Q1 2019.
  • Funds reported $49.9M of Oxford Square Capital stock for Q2 2019, up 7.9% quarter-over-quarter.
  • 10 funds opened new Oxford Square Capital positions in Q2 2019 and 7 closed out, a net change of +3 holders.
  • The largest Oxford Square Capital buyer in Q2 2019 was Virtus ETF Advisers, an estimated $5.45M added.
  • The largest Oxford Square Capital seller in Q2 2019 was Texas Yale Capital Corp, an estimated $813K sold.

Based on aggregated 13F filings for Q2 2019.