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Oxford Square Capital

54 hedge funds and large institutions have $7.56M invested in Oxford Square Capital in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

4% more funds holding

Funds holding: 5254 (+2)

0.38% less ownership

Funds ownership: 5.37%4.99% (-0.38%)

9% less capital invested

Capital invested by funds: $8.35M → $7.56M (-$790K)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
20
Closed
5
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
1
Legal & General Group
United Kingdom
$1.07M +$36.3K +10,673 +3%
Two Sigma Advisers
2
Two Sigma Advisers
New York
$831K -$11.6K -3,400 -1%
BlackRock
3
BlackRock
New York
$759K -$214K -62,940 -21%
Two Sigma Investments
4
Two Sigma Investments
New York
$657K +$110K +32,297 +18%
Millennium Management
5
Millennium Management
New York
$494K -$995K -292,696 -65%
MSAM
6
Moloney Securities Asset Management
Missouri
$473K -$20.3K -5,985 -4%
IAIM
7
International Assets Investment Management
Florida
$381K +$410K +120,653 New
Citadel Advisors
8
Citadel Advisors
Florida
$264K -$174K -51,095 -38%
VF
9
Virtu Financial
New York
$213K +$229K +67,374 New
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$194K
KWM
11
Kingsview Wealth Management
Oregon
$184K +$3.98K +1,171 +2%
Morgan Stanley
12
Morgan Stanley
New York
$181K +$29.8K +8,781 +18%
VEA
13
Virtus ETF Advisers
New York
$180K -$32.6K -9,584 -14%
CPA
14
Cowen Prime Advisors
New York
$173K
Canada Life
15
Canada Life
Manitoba, Canada
$131K -$17.3K -5,085 -11%
Creative Planning
16
Creative Planning
Kansas
$117K -$340 -100 -0.3%
Jane Street
17
Jane Street
New York
$111K +$81.5K +23,972 +212%
LPL Financial
18
LPL Financial
California
$98.6K -$4.3K -1,266 -4%
UBS Group
19
UBS Group
Switzerland
$90.5K -$12K -3,521 -11%
CAN
20
Cetera Advisor Networks
California
$74.3K
RJA
21
Raymond James & Associates
Florida
$73.1K
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$69.4K -$3.63K -1,067 -5%
UAS
23
United Asset Strategies
New York
$63.8K +$68.6K +20,198 New
JF
24
Jump Financial
Illinois
$62.3K +$67K +19,700 New
SPC
25
Sigma Planning Corp
Michigan
$62.2K +$262 +77 +0.4%

OXSQ Hedge Fund Activity: Q1 2023 in Review

54 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q1 2023, worth a combined $7.56M — down 9.5% from $8.35M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OXSQ positions and 5 closed out — a net gain of 3 holders — while 16 added to existing stakes and 20 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $410K. The largest seller was Millennium Management, cutting an estimated $995K.

  • 54 institutional investors held Oxford Square Capital (OXSQ) as of Q1 2023, up from 52 in Q4 2022.
  • Funds reported $7.56M of Oxford Square Capital stock for Q1 2023, down 9.5% quarter-over-quarter.
  • 8 funds opened new Oxford Square Capital positions in Q1 2023 and 5 closed out, a net change of +3 holders.
  • The largest Oxford Square Capital buyer in Q1 2023 was International Assets Investment Management, an estimated $410K added.
  • The largest Oxford Square Capital seller in Q1 2023 was Millennium Management, an estimated $995K sold.

Based on aggregated 13F filings for Q1 2023.