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Oxford Square Capital

55 hedge funds and large institutions have $16.8M invested in Oxford Square Capital in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more capital invested

Capital invested by funds: $11.3M → $16.8M (+$5.48M)

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

8% more funds holding

Funds holding: 5155 (+4)

0.09% less ownership

Funds ownership: 7.47%7.38% (-0.09%)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

83% less call options, than puts

Call options by funds: $20K | Put options by funds: $115K

Holders
55
Holders Change
+4
Holders Change %
+7.84%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
16
Reduced
17
Closed
10
Calls
$20K
Puts
$115K
Net Calls
-$95K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$2.59M +$115K +29,604 +6%
Two Sigma Investments
2
Two Sigma Investments
New York
$1.77M +$152K +39,013 +11%
Legal & General Group
3
Legal & General Group
United Kingdom
$1.6M -$41.3K -10,607 -3%
Two Sigma Advisers
4
Two Sigma Advisers
New York
$1.12M -$123K -31,600 -12%
BlackRock
5
BlackRock
New York
$1.08M -$7.09K -1,823 -0.8%
IAIM
6
International Assets Investment Management
Florida
$1.07M +$540K +138,745 +100%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$894K -$22.7K -5,840 -3%
AAM
8
Advisors Asset Management
Colorado
$675K -$256K -65,727 -31%
MSAM
9
Moloney Securities Asset Management
Missouri
$648K +$194K +49,937 +56%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$616K +$85.8K +22,055 +20%
DnB Asset Management
11
DnB Asset Management
Norway
$445K
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$431K
UBS Group
13
UBS Group
Switzerland
$363K +$544 +140 +0.2%
QC
14
Quadrature Capital
United Kingdom
$282K +$238K +61,125 New
VEA
15
Virtus ETF Advisers
New York
$281K -$35.3K -9,080 -13%
Morgan Stanley
16
Morgan Stanley
New York
$243K +$85.4K +21,951 +72%
NFSG
17
Newbridge Financial Services Group
Florida
$226K -$9.72K -2,500 -5%
KWM
18
Kingsview Wealth Management
Oregon
$220K +$4.91K +1,262 +3%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$206K -$7.45K -1,916 -4%
BWA
20
BDO Wealth Advisors
Florida
$196K +$164K +42,176 New
Citadel Advisors
21
Citadel Advisors
Florida
$141K +$29.1K +7,493 +33%
APW
22
Aurora Private Wealth
New Jersey
$125K -$20.3K -5,214 -16%
JF
23
Jump Financial
Illinois
$125K +$105K +27,000 New
SPC
24
Sigma Planning Corp
Michigan
$116K +$97.1K +24,976 New
Millennium Management
25
Millennium Management
New York
$115K -$550K -141,554 -85%

OXSQ Hedge Fund Activity: Q1 2021 in Review

55 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q1 2021, worth a combined $16.8M — up 49% from $11.3M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OXSQ positions and 10 closed out — a net gain of 4 holders — while 16 added to existing stakes and 17 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $540K. The largest seller was Millennium Management, cutting an estimated $550K.

  • 55 institutional investors held Oxford Square Capital (OXSQ) as of Q1 2021, up from 51 in Q4 2020.
  • Funds reported $16.8M of Oxford Square Capital stock for Q1 2021, up 49% quarter-over-quarter.
  • 14 funds opened new Oxford Square Capital positions in Q1 2021 and 10 closed out, a net change of +4 holders.
  • The largest Oxford Square Capital buyer in Q1 2021 was International Assets Investment Management, an estimated $540K added.
  • The largest Oxford Square Capital seller in Q1 2021 was Millennium Management, an estimated $550K sold.

Based on aggregated 13F filings for Q1 2021.