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Oxford Square Capital

52 hedge funds and large institutions have $8.35M invested in Oxford Square Capital in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

14% more capital invested

Capital invested by funds: $7.33M → $8.35M (+$1.02M)

0.48% more ownership

Funds ownership: 4.89%5.37% (+0.48%)

0% more funds holding

Funds holding: 5252 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

75% less call options, than puts

Call options by funds: $1K | Put options by funds: $4K

Holders
52
Holders Change
Holders Change %
0%
% 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
18
Reduced
14
Closed
11
Calls
$1K
Puts
$4K
Net Calls
-$3K
Net Calls Change
+$47K
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
1
Millennium Management
New York
$1.4M +$649K +212,838 +90%
Legal & General Group
2
Legal & General Group
United Kingdom
$1.01M +$44.4K +14,564 +5%
BlackRock
3
BlackRock
New York
$946K +$25.8K +8,449 +3%
Two Sigma Advisers
4
Two Sigma Advisers
New York
$831K -$52.1K -17,100 -6%
Two Sigma Investments
5
Two Sigma Investments
New York
$547K -$144K -47,373 -21%
MSAM
6
Moloney Securities Asset Management
Missouri
$486K +$2.78K +913 +0.6%
Citadel Advisors
7
Citadel Advisors
Florida
$420K +$369K +120,889 +879%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$316K -$24.4K -7,990 -7%
VEA
9
Virtus ETF Advisers
New York
$207K +$4.15K +1,360 +2%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$192K +$188K +61,626 New
KWM
11
Kingsview Wealth Management
Oregon
$178K +$5.75K +1,885 +3%
QC
12
Quadrature Capital
United Kingdom
$175K +$49.3K +16,183 +41%
CPA
13
Cowen Prime Advisors
New York
$175K +$166K +54,612 +3,413%
Morgan Stanley
14
Morgan Stanley
New York
$151K -$7.65K -2,510 -5%
Canada Life
15
Canada Life
Manitoba, Canada
$147K -$1.74K -571 -1%
Creative Planning
16
Creative Planning
Kansas
$116K +$305 +100 +0.3%
LPL Financial
17
LPL Financial
California
$101K -$30.5K -10,008 -24%
UBS Group
18
UBS Group
Switzerland
$100K -$18.4K -6,050 -16%
CAN
19
Cetera Advisor Networks
California
$73.4K
RJA
20
Raymond James & Associates
Florida
$72.1K -$6.01K -1,972 -8%
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$71.8K +$70.2K +23,022 New
SPC
22
Sigma Planning Corp
Michigan
$61.2K +$1.78K +585 +3%
SSA
23
Schonfeld Strategic Advisors
New York
$44.9K
SWP
24
Stratos Wealth Partners
Ohio
$43.7K
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$39K -$5.72K -1,875 -13%

OXSQ Hedge Fund Activity: Q4 2022 in Review

52 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q4 2022, worth a combined $8.35M — up 14% from $7.33M a quarter earlier.

Fund positioning in OXSQ was balanced in Q4 2022: 11 funds opened new positions, 11 closed out, 18 added to existing stakes and 14 trimmed.

The largest buyer was Millennium Management, adding an estimated $649K. The largest seller was Capital Investment Advisors, exiting entirely with an estimated $199K sold.

  • 52 institutional investors held Oxford Square Capital (OXSQ) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $8.35M of Oxford Square Capital stock for Q4 2022, up 14% quarter-over-quarter.
  • 11 funds opened new Oxford Square Capital positions in Q4 2022 and 11 closed out, a net change of 0 holders.
  • The largest Oxford Square Capital buyer in Q4 2022 was Millennium Management, an estimated $649K added.
  • The largest Oxford Square Capital seller in Q4 2022 was Capital Investment Advisors, an estimated $199K sold.

Based on aggregated 13F filings for Q4 2022.