We are live on ! Find out more
OXSQ icon

Oxford Square Capital

52 hedge funds and large institutions have $10.8M invested in Oxford Square Capital in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more funds holding

Funds holding: 5152 (+1)

0.33% less ownership

Funds ownership: 6.85%6.52% (-0.33%)

7% less capital invested

Capital invested by funds: $11.6M → $10.8M (-$785K)

28% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 18

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
13
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
1
Millennium Management
New York
$1.47M -$205K -70,012 -12%
Two Sigma Investments
2
Two Sigma Investments
New York
$1.44M -$36.8K -12,530 -2%
Two Sigma Advisers
3
Two Sigma Advisers
New York
$1.3M -$310K -105,660 -19%
Legal & General Group
4
Legal & General Group
United Kingdom
$1.16M +$89K +30,337 +8%
Marshall Wace
5
Marshall Wace
United Kingdom
$641K -$233K -79,287 -26%
BlackRock
6
BlackRock
New York
$543K +$93.9K +31,998 +20%
Connor, Clark & Lunn Investment Management (CC&L)
7
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$484K -$575 -196 -0.1%
MSAM
8
Moloney Securities Asset Management
Missouri
$402K +$13K +4,417 +3%
IAIM
9
International Assets Investment Management
Florida
$342K
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$286K +$4.63K +1,577 +2%
Squarepoint
11
Squarepoint
New York
$273K +$280K +95,478 New
Morgan Stanley
12
Morgan Stanley
New York
$265K +$139K +47,351 +104%
VEA
13
Virtus ETF Advisers
New York
$259K -$77K -26,241 -22%
SBCM
14
Silverberg Bernstein Capital Management
New York
$245K +$251K +85,659 New
QC
15
Quadrature Capital
United Kingdom
$242K +$81K +27,589 +49%
KWM
16
Kingsview Wealth Management
Oregon
$167K
Canada Life
17
Canada Life
Manitoba, Canada
$134K -$20.7K -7,045 -13%
EGA
18
Eagle Global Advisors
Texas
$128K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$113K +$81K +27,586 +234%
Creative Planning
20
Creative Planning
Kansas
$99.3K
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$91.1K +$93.4K +31,842 New
UBS Group
22
UBS Group
Switzerland
$89.5K +$12.7K +4,314 +16%
LPL Financial
23
LPL Financial
California
$77.6K -$4.68K -1,596 -6%
CIA
24
Cape Investment Advisory
Georgia
$68.5K +$70.3K +23,967 New
CAN
25
Cetera Advisor Networks
California
$63.3K -$4.11K -1,401 -6%

OXSQ Hedge Fund Activity: Q4 2023 in Review

52 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q4 2023, worth a combined $10.8M — down 6.8% from $11.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new OXSQ positions and 10 closed out — a net gain of 1 holder — while 13 added to existing stakes and 18 trimmed.

The largest buyer was Squarepoint, opening a new position worth an estimated $280K. The largest seller was Two Sigma Advisers, cutting an estimated $310K.

  • 52 institutional investors held Oxford Square Capital (OXSQ) as of Q4 2023, up from 51 in Q3 2023.
  • Funds reported $10.8M of Oxford Square Capital stock for Q4 2023, down 6.8% quarter-over-quarter.
  • 11 funds opened new Oxford Square Capital positions in Q4 2023 and 10 closed out, a net change of +1 holder.
  • The largest Oxford Square Capital buyer in Q4 2023 was Squarepoint, an estimated $280K added.
  • The largest Oxford Square Capital seller in Q4 2023 was Two Sigma Advisers, an estimated $310K sold.

Based on aggregated 13F filings for Q4 2023.