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Oxford Square Capital

52 hedge funds and large institutions have $7.33M invested in Oxford Square Capital in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

2% more funds holding

Funds holding: 5152 (+1)

0.41% more ownership

Funds ownership: 4.48%4.89% (+0.41%)

10% less capital invested

Capital invested by funds: $8.11M → $7.33M (-$776K)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $50K

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
12
Closed
5
Calls
Puts
$50K
Net Calls
-$50K
Net Calls Change
+$55K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
1
Legal & General Group
United Kingdom
$934K +$32.4K +8,815 +3%
BlackRock
2
BlackRock
New York
$887K -$183K -49,754 -14%
Two Sigma Advisers
3
Two Sigma Advisers
New York
$853K -$153K -41,600 -13%
Millennium Management
4
Millennium Management
New York
$711K +$869K +236,168 New
Two Sigma Investments
5
Two Sigma Investments
New York
$671K -$235K -63,802 -22%
MSAM
6
Moloney Securities Asset Management
Missouri
$466K +$13.3K +3,615 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$329K +$33 +9 +0%
CIA
8
Capital Investment Advisors
Georgia
$199K +$243K +66,100 New
VEA
9
Virtus ETF Advisers
New York
$196K -$32.6K -8,869 -12%
KWM
10
Kingsview Wealth Management
Oregon
$166K +$5.48K +1,489 +3%
Morgan Stanley
11
Morgan Stanley
New York
$153K +$16.4K +4,445 +10%
Canada Life
12
Canada Life
Manitoba, Canada
$142K -$23.6K -6,407 -12%
LPL Financial
13
LPL Financial
California
$128K +$16.4K +4,450 +12%
QC
14
Quadrature Capital
United Kingdom
$120K +$147K +39,922 New
UBS Group
15
UBS Group
Switzerland
$116K -$66.4K -18,044 -32%
Creative Planning
16
Creative Planning
Kansas
$111K
CG
17
CFO4Life Group
Texas
$90K +$110K +30,000 New
RJA
18
Raymond James & Associates
Florida
$76K
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$75K -$8.56K -2,326 -9%
Jane Street
20
Jane Street
New York
$73K +$35.4K +9,616 +66%
CAN
21
Cetera Advisor Networks
California
$71K
JF
22
Jump Financial
Illinois
$70K +$7.36K +2,000 +9%
SPC
23
Sigma Planning Corp
Michigan
$57K +$206 +56 +0.3%
CSS
24
Cubist Systematic Strategies
Connecticut
$51K -$81.6K -22,180 -57%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$43K -$324 -88 -0.6%

OXSQ Hedge Fund Activity: Q3 2022 in Review

52 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q3 2022, worth a combined $7.33M — down 9.6% from $8.11M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new OXSQ positions and 5 closed out — a net gain of 2 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $869K. The largest seller was Two Sigma Investments, cutting an estimated $235K.

  • 52 institutional investors held Oxford Square Capital (OXSQ) as of Q3 2022, up from 51 in Q2 2022.
  • Funds reported $7.33M of Oxford Square Capital stock for Q3 2022, down 9.6% quarter-over-quarter.
  • 7 funds opened new Oxford Square Capital positions in Q3 2022 and 5 closed out, a net change of +2 holders.
  • The largest Oxford Square Capital buyer in Q3 2022 was Millennium Management, an estimated $869K added.
  • The largest Oxford Square Capital seller in Q3 2022 was Two Sigma Investments, an estimated $235K sold.

Based on aggregated 13F filings for Q3 2022.