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Oxford Square Capital

49 hedge funds and large institutions have $12.5M invested in Oxford Square Capital in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

777% more call options, than puts

Call options by funds: $114K | Put options by funds: $13K

1.26% less ownership

Funds ownership: 11.48%10.22% (-1.3%)

2% less funds holding

Funds holding: 5049 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

21% less capital invested

Capital invested by funds: $15.9M → $12.5M (-$3.4M)

52% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 21

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
21
Closed
7
Calls
$114K
Puts
$13K
Net Calls
+$101K
Net Calls Change
+$33K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$3.54M
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.35M -$84.1K -31,300 -5%
Legal & General Group
3
Legal & General Group
United Kingdom
$881K +$59.6K +22,200 +7%
AAM
4
Advisors Asset Management
Colorado
$666K -$383K -142,391 -35%
Two Sigma Advisers
5
Two Sigma Advisers
New York
$630K +$252K +93,899 +58%
Two Sigma Investments
6
Two Sigma Investments
New York
$562K +$184K +68,634 +43%
BlackRock
7
BlackRock
New York
$560K -$138K -51,394 -18%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$501K -$14.4K -5,374 -3%
UBS Group
9
UBS Group
Switzerland
$442K -$102K -37,906 -17%
IAIM
10
International Assets Investment Management
Florida
$352K -$5.51K -2,050 -1%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$256K -$471K -175,411 -63%
DnB Asset Management
12
DnB Asset Management
Norway
$237K
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$229K
MSAM
14
Moloney Securities Asset Management
Missouri
$225K +$7.82K +2,909 +3%
VEA
15
Virtus ETF Advisers
New York
$202K -$51.8K -19,276 -19%
MG
16
Mather Group
Illinois
$175K
KWM
17
Kingsview Wealth Management
Oregon
$159K -$26.9K -10,000 -13%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$154K -$8.16K -3,036 -5%
NFSG
19
Newbridge Financial Services Group
Florida
$149K +$163K +60,505 New
Osaic Holdings
20
Osaic Holdings
Arizona
$136K -$2.12K -788 -1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$134K -$46.1K -17,170 -24%
ECM
22
ExodusPoint Capital Management
New York
$116K +$126K +46,806 New
SFI
23
Susquehanna Fundamental Investments
Pennsylvania
$107K
APW
24
Aurora Private Wealth
New Jersey
$89K -$9.97K -3,710 -9%
EWA
25
EP Wealth Advisors
California
$81K +$88.1K +32,797 New

OXSQ Hedge Fund Activity: Q3 2020 in Review

49 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q3 2020, worth a combined $12.5M — down 21% from $15.9M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of OXSQ and 6 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 10 added.

The largest buyer was Two Sigma Advisers, adding an estimated $252K. The largest seller was Goldman Sachs, exiting entirely with an estimated $626K sold.

  • 49 institutional investors held Oxford Square Capital (OXSQ) as of Q3 2020, down from 50 in Q2 2020.
  • Funds reported $12.5M of Oxford Square Capital stock for Q3 2020, down 21% quarter-over-quarter.
  • 6 funds opened new Oxford Square Capital positions in Q3 2020 and 7 closed out, a net change of -1 holder.
  • The largest Oxford Square Capital buyer in Q3 2020 was Two Sigma Advisers, an estimated $252K added.
  • The largest Oxford Square Capital seller in Q3 2020 was Goldman Sachs, an estimated $626K sold.

Based on aggregated 13F filings for Q3 2020.