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Oxford Square Capital

53 hedge funds and large institutions have $9.52M invested in Oxford Square Capital in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

30% more call options, than puts

Call options by funds: $121K | Put options by funds: $93K

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

4% more funds holding

Funds holding: 5153 (+2)

0.33% less ownership

Funds ownership: 4.9%4.57% (-0.33%)

4% less capital invested

Capital invested by funds: $9.93M → $9.52M (-$407K)

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
10
Closed
9
Calls
$121K
Puts
$93K
Net Calls
+$28K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
1
Two Sigma Advisers
New York
$1.27M +$23.9K +5,800 +2%
Legal & General Group
2
Legal & General Group
United Kingdom
$1.24M +$31.7K +7,704 +3%
BlackRock
3
BlackRock
New York
$1.24M -$321K -78,003 -21%
Two Sigma Investments
4
Two Sigma Investments
New York
$1.01M -$15.3K -3,711 -2%
MSAM
5
Moloney Securities Asset Management
Missouri
$637K +$13K +3,163 +2%
IAIM
6
International Assets Investment Management
Florida
$506K +$41.2K +10,000 +9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$462K -$25.6K -6,222 -5%
VEA
8
Virtus ETF Advisers
New York
$332K +$41.8K +10,159 +15%
KWM
9
Kingsview Wealth Management
Oregon
$220K +$5.25K +1,276 +2%
UBS Group
10
UBS Group
Switzerland
$201K +$1.67K +406 +0.9%
Morgan Stanley
11
Morgan Stanley
New York
$194K -$17.5K -4,255 -8%
LPL Financial
12
LPL Financial
California
$158K
Creative Planning
13
Creative Planning
Kansas
$155K +$152K +36,980 New
CSS
14
Cubist Systematic Strategies
Connecticut
$144K +$71.5K +17,365 +103%
Osaic Holdings
15
Osaic Holdings
Arizona
$134K +$17.2K +4,173 +15%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$114K -$24.1K -5,853 -18%
DWM
17
Doyle Wealth Management
Florida
$108K +$106K +25,817 New
CANY
18
Caxton Associates (New York)
New York
$107K +$46.5K +11,307 +80%
RJA
19
Raymond James & Associates
Florida
$105K -$4.12K -1,000 -4%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$103K +$2.98K +724 +3%
CAN
21
Cetera Advisor Networks
California
$99K +$5.79K +1,407 +6%
VF
22
Virtu Financial
New York
$86K +$84.9K +20,632 New
Canada Life
23
Canada Life
Manitoba, Canada
$79K +$2.65K +645 +4%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$77K -$90.5K -21,990 -55%
Citadel Advisors
25
Citadel Advisors
Florida
$77K -$9.84K -2,392 -12%

OXSQ Hedge Fund Activity: Q1 2022 in Review

53 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q1 2022, worth a combined $9.52M — down 4.1% from $9.93M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new OXSQ positions and 9 closed out — a net gain of 2 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $152K. The largest seller was Marshall Wace, exiting entirely with an estimated $438K sold.

  • 53 institutional investors held Oxford Square Capital (OXSQ) as of Q1 2022, up from 51 in Q4 2021.
  • Funds reported $9.52M of Oxford Square Capital stock for Q1 2022, down 4.1% quarter-over-quarter.
  • 11 funds opened new Oxford Square Capital positions in Q1 2022 and 9 closed out, a net change of +2 holders.
  • The largest Oxford Square Capital buyer in Q1 2022 was Creative Planning, an estimated $152K added.
  • The largest Oxford Square Capital seller in Q1 2022 was Marshall Wace, an estimated $438K sold.

Based on aggregated 13F filings for Q1 2022.