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Oxford Square Capital

47 hedge funds and large institutions have $18.2M invested in Oxford Square Capital in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

642% more call options, than puts

Call options by funds: $690K | Put options by funds: $93K

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

9% more capital invested

Capital invested by funds: $16.8M → $18.2M (+$1.43M)

0.09% more ownership

Funds ownership: 7.38%7.46% (+0.09%)

15% less funds holding

Funds holding: 5547 (-8)

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

Holders
47
Holders Change
-8
Holders Change %
-14.55%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
13
Closed
13
Calls
$690K
Puts
$93K
Net Calls
+$597K
Net Calls Change
+$692K
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$3.91M +$1.18M +239,115 +43%
Two Sigma Investments
2
Two Sigma Investments
New York
$1.92M +$44.5K +8,983 +2%
Two Sigma Advisers
3
Two Sigma Advisers
New York
$1.82M +$639K +129,100 +54%
Legal & General Group
4
Legal & General Group
United Kingdom
$1.55M -$138K -27,853 -8%
BlackRock
5
BlackRock
New York
$1.42M +$284K +57,451 +25%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$937K -$8.77K -1,771 -0.9%
MSAM
7
Moloney Securities Asset Management
Missouri
$698K +$12.5K +2,528 +2%
IAIM
8
International Assets Investment Management
Florida
$680K -$688K -139,007 -50%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$601K +$607K +122,570 New
AAM
10
Advisors Asset Management
Colorado
$492K -$225K -45,409 -31%
DnB Asset Management
11
DnB Asset Management
Norway
$471K
UBS Group
12
UBS Group
Switzerland
$404K +$20.2K +4,082 +5%
Morgan Stanley
13
Morgan Stanley
New York
$351K +$94.1K +19,015 +36%
VEA
14
Virtus ETF Advisers
New York
$330K +$32.4K +6,541 +11%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$308K -$348K -70,283 -53%
KWM
16
Kingsview Wealth Management
Oregon
$242K +$5K +1,009 +2%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$218K +$40 +8 +0%
Osaic Holdings
18
Osaic Holdings
Arizona
$198K +$101K +20,384 +101%
BWA
19
BDO Wealth Advisors
Florida
$168K -$39.7K -8,020 -19%
NFSG
20
Newbridge Financial Services Group
Florida
$146K -$94.1K -19,000 -39%
RJA
21
Raymond James & Associates
Florida
$128K +$14.7K +2,972 +13%
APW
22
Aurora Private Wealth
New Jersey
$121K -$11.4K -2,300 -9%
SPC
23
Sigma Planning Corp
Michigan
$113K -$9.79K -1,978 -8%
CAN
24
Cetera Advisor Networks
California
$102K
Citadel Advisors
25
Citadel Advisors
Florida
$95K -$54.9K -11,087 -36%

OXSQ Hedge Fund Activity: Q2 2021 in Review

47 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q2 2021, worth a combined $18.2M — up 8.5% from $16.8M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of OXSQ and 5 opened new positions — a net loss of 8 holders — while 13 trimmed existing stakes and 17 added.

The largest buyer was Arrowstreet Capital, adding an estimated $1.18M. The largest seller was International Assets Investment Management, cutting an estimated $688K.

  • 47 institutional investors held Oxford Square Capital (OXSQ) as of Q2 2021, down from 55 in Q1 2021.
  • Funds reported $18.2M of Oxford Square Capital stock for Q2 2021, up 8.5% quarter-over-quarter.
  • 5 funds opened new Oxford Square Capital positions in Q2 2021 and 13 closed out, a net change of -8 holders.
  • The largest Oxford Square Capital buyer in Q2 2021 was Arrowstreet Capital, an estimated $1.18M added.
  • The largest Oxford Square Capital seller in Q2 2021 was International Assets Investment Management, an estimated $688K sold.

Based on aggregated 13F filings for Q2 2021.