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Oxford Square Capital

50 hedge funds and large institutions have $10.1M invested in Oxford Square Capital in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,420% more call options, than puts

Call options by funds: $76K | Put options by funds: $5K

1.2% less ownership

Funds ownership: 6.52%5.32% (-1.2%)

4% less funds holding

Funds holding: 5250 (-2)

7% less capital invested

Capital invested by funds: $10.8M → $10.1M (-$790K)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
16
Closed
10
Calls
$76K
Puts
$5K
Net Calls
+$71K
Net Calls Change
+$71K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
1
Two Sigma Investments
New York
$1.63M +$30.9K +10,102 +2%
Two Sigma Advisers
2
Two Sigma Advisers
New York
$1.42M -$22.9K -7,500 -2%
Legal & General Group
3
Legal & General Group
United Kingdom
$1.33M +$46.1K +15,089 +4%
BlackRock
4
BlackRock
New York
$685K +$80.1K +26,189 +14%
MSAM
5
Moloney Securities Asset Management
Missouri
$455K +$8.68K +2,839 +2%
Connor, Clark & Lunn Investment Management (CC&L)
6
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$431K -$101K -33,156 -20%
QC
7
Quadrature Capital
United Kingdom
$422K +$149K +48,717 +58%
Millennium Management
8
Millennium Management
New York
$416K -$1.17M -381,677 -74%
VEA
9
Virtus ETF Advisers
New York
$373K +$82.9K +27,120 +30%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$291K -$24.9K -8,130 -8%
SBCM
11
Silverberg Bernstein Capital Management
New York
$270K -$1.63K -533 -0.6%
Marshall Wace
12
Marshall Wace
United Kingdom
$196K -$496K -162,339 -72%
IAIM
13
International Assets Investment Management
Florida
$193K -$177K -58,033 -49%
Canada Life
14
Canada Life
Manitoba, Canada
$182K +$31.7K +10,368 +22%
KWM
15
Kingsview Wealth Management
Oregon
$176K -$9K -2,943 -5%
FFA
16
Founders Financial Alliance
North Carolina
$147K +$142K +46,400 New
Morgan Stanley
17
Morgan Stanley
New York
$143K -$146K -47,620 -51%
EGA
18
Eagle Global Advisors
Texas
$142K
Citadel Advisors
19
Citadel Advisors
Florida
$130K +$126K +41,083 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$119K -$5.46K -1,786 -5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$111K +$107K +34,899 New
Creative Planning
22
Creative Planning
Kansas
$110K
LPL Financial
23
LPL Financial
California
$85K -$1.03K -338 -1%
CAN
24
Cetera Advisor Networks
California
$70.1K
RJA
25
Raymond James & Associates
Florida
$58.5K +$128 +42 +0.2%

OXSQ Hedge Fund Activity: Q1 2024 in Review

50 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q1 2024, worth a combined $10.1M — down 7.3% from $10.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of OXSQ and 8 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 14 added.

The largest buyer was Quadrature Capital, adding an estimated $149K. The largest seller was Millennium Management, cutting an estimated $1.17M.

  • 50 institutional investors held Oxford Square Capital (OXSQ) as of Q1 2024, down from 52 in Q4 2023.
  • Funds reported $10.1M of Oxford Square Capital stock for Q1 2024, down 7.3% quarter-over-quarter.
  • 8 funds opened new Oxford Square Capital positions in Q1 2024 and 10 closed out, a net change of -2 holders.
  • The largest Oxford Square Capital buyer in Q1 2024 was Quadrature Capital, an estimated $149K added.
  • The largest Oxford Square Capital seller in Q1 2024 was Millennium Management, an estimated $1.17M sold.

Based on aggregated 13F filings for Q1 2024.