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Oxford Square Capital

51 hedge funds and large institutions have $8.11M invested in Oxford Square Capital in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

0.09% less ownership

Funds ownership: 4.57%4.48% (-0.09%)

4% less funds holding

Funds holding: 5351 (-2)

15% less capital invested

Capital invested by funds: $9.52M → $8.11M (-$1.41M)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $105K

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
6
Closed
13
Calls
Puts
$105K
Net Calls
-$105K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.25M +$191K +48,109 +16%
Two Sigma Advisers
2
Two Sigma Advisers
New York
$1.18M +$86.2K +21,700 +7%
Legal & General Group
3
Legal & General Group
United Kingdom
$1.1M +$21.4K +5,389 +2%
Two Sigma Investments
4
Two Sigma Investments
New York
$1.04M +$182K +45,719 +19%
MSAM
5
Moloney Securities Asset Management
Missouri
$550K -$3.18K -800 -0.5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$398K -$3.15K -792 -0.7%
VEA
7
Virtus ETF Advisers
New York
$269K -$21.5K -5,407 -7%
UBS Group
8
UBS Group
Switzerland
$205K +$32.7K +8,231 +17%
KWM
9
Kingsview Wealth Management
Oregon
$196K +$5.29K +1,332 +3%
Canada Life
10
Canada Life
Manitoba, Canada
$195K +$143K +35,991 +204%
Morgan Stanley
11
Morgan Stanley
New York
$169K +$179 +45 +0.1%
CSS
12
Cubist Systematic Strategies
Connecticut
$143K +$19.5K +4,900 +14%
LPL Financial
13
LPL Financial
California
$138K +$1.52K +382 +1%
Creative Planning
14
Creative Planning
Kansas
$135K
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$99K -$48 -12 -0%
RJA
16
Raymond James & Associates
Florida
$91K
CAN
17
Cetera Advisor Networks
California
$86K
JF
18
Jump Financial
Illinois
$78K +$85K +21,400 New
SPC
19
Sigma Planning Corp
Michigan
$69K +$4.21K +1,059 +6%
Jane Street
20
Jane Street
New York
$53K +$58.2K +14,653 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$52K -$15.9K -3,993 -22%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$52K +$1.46K +368 +3%
SWP
23
Stratos Wealth Partners
Ohio
$51K
SSA
24
Schonfeld Strategic Advisors
New York
$51K +$15.5K +3,900 +38%
AWM
25
AE Wealth Management
Kansas
$42K +$56 +14 +0.1%

OXSQ Hedge Fund Activity: Q2 2022 in Review

51 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q2 2022, worth a combined $8.11M — down 15% from $9.52M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of OXSQ and 11 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 20 added.

The largest buyer was BlackRock, adding an estimated $191K. The largest seller was International Assets Investment Management, exiting entirely with an estimated $506K sold.

  • 51 institutional investors held Oxford Square Capital (OXSQ) as of Q2 2022, down from 53 in Q1 2022.
  • Funds reported $8.11M of Oxford Square Capital stock for Q2 2022, down 15% quarter-over-quarter.
  • 11 funds opened new Oxford Square Capital positions in Q2 2022 and 13 closed out, a net change of -2 holders.
  • The largest Oxford Square Capital buyer in Q2 2022 was BlackRock, an estimated $191K added.
  • The largest Oxford Square Capital seller in Q2 2022 was International Assets Investment Management, an estimated $506K sold.

Based on aggregated 13F filings for Q2 2022.