We are live on ! Find out more
OXSQ icon

Oxford Square Capital

50 hedge funds and large institutions have $15.9M invested in Oxford Square Capital in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $127K | Put options by funds: $59K

4% less capital invested

Capital invested by funds: $16.5M → $15.9M (-$632K)

1.77% less ownership

Funds ownership: 13.25%11.48% (-1.8%)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

17% less funds holding

Funds holding: 6050 (-10)

56% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 16

Holders
50
Holders Change
-10
Holders Change %
-16.67%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
16
Closed
16
Calls
$127K
Puts
$59K
Net Calls
+$68K
Net Calls Change
+$142K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$4.01M -$258K -91,254 -6%
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.62M -$65K -23,000 -4%
AAM
3
Advisors Asset Management
Colorado
$1.15M -$177K -62,520 -13%
Legal & General Group
4
Legal & General Group
United Kingdom
$914K +$183K +64,835 +24%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$782K +$462K +163,346 +141%
BlackRock
6
BlackRock
New York
$779K +$82.6K +29,217 +12%
Goldman Sachs
7
Goldman Sachs
New York
$626K +$632K +223,421 New
UBS Group
8
UBS Group
Switzerland
$607K +$2.91K +1,029 +0.5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$583K -$15K -5,317 -2%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$451K +$37.6K +13,300 +9%
Two Sigma Investments
11
Two Sigma Investments
New York
$445K +$89.8K +31,752 +25%
IAIM
12
International Assets Investment Management
Florida
$405K
TYCC
13
Texas Yale Capital Corp
Florida
$356K
VEA
14
Virtus ETF Advisers
New York
$283K -$1.96M -694,860 -87%
DnB Asset Management
15
DnB Asset Management
Norway
$268K
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$260K +$138K +48,700 +110%
MSAM
17
Moloney Securities Asset Management
Missouri
$247K +$15.4K +5,444 +7%
KWM
18
Kingsview Wealth Management
Oregon
$208K -$20.9K -7,387 -9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$200K -$31.7K -11,201 -14%
MG
20
Mather Group
Illinois
$198K +$200K +70,846 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$184K +$33.2K +11,736 +22%
Osaic Holdings
22
Osaic Holdings
Arizona
$157K +$12.3K +4,366 +9%
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$141K
DTL
24
Dynamic Technology Lab
Singapore
$139K -$94.4K -33,394 -40%
SFI
25
Susquehanna Fundamental Investments
Pennsylvania
$121K +$122K +43,300 New

OXSQ Hedge Fund Activity: Q2 2020 in Review

50 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q2 2020, worth a combined $15.9M — down 3.8% from $16.5M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of OXSQ and 7 opened new positions — a net loss of 9 holders — while 16 trimmed existing stakes and 14 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $632K. The largest seller was Virtus ETF Advisers, cutting an estimated $1.96M.

  • 50 institutional investors held Oxford Square Capital (OXSQ) as of Q2 2020, down from 60 in Q1 2020.
  • Funds reported $15.9M of Oxford Square Capital stock for Q2 2020, down 3.8% quarter-over-quarter.
  • 7 funds opened new Oxford Square Capital positions in Q2 2020 and 16 closed out, a net change of -9 holders.
  • The largest Oxford Square Capital buyer in Q2 2020 was Goldman Sachs, an estimated $632K added.
  • The largest Oxford Square Capital seller in Q2 2020 was Virtus ETF Advisers, an estimated $1.96M sold.

Based on aggregated 13F filings for Q2 2020.