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Oxford Square Capital

45 hedge funds and large institutions have $10M invested in Oxford Square Capital in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more call options, than puts

Call options by funds: $71K | Put options by funds: $18K

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

0.41% more ownership

Funds ownership: 5.32%5.72% (+0.41%)

0% less capital invested

Capital invested by funds: $10.1M → $10M (-$41.3K)

10% less funds holding

Funds holding: 5045 (-5)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
45
Holders Change
-5
Holders Change %
-10%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
9
Closed
9
Calls
$71K
Puts
$18K
Net Calls
+$53K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
1
Two Sigma Advisers
New York
$2.53M +$1.29M +414,200 +92%
Two Sigma Investments
2
Two Sigma Investments
New York
$1.58M +$76.6K +24,538 +5%
Legal & General Group
3
Legal & General Group
United Kingdom
$1.46M +$244K +78,100 +19%
BlackRock
4
BlackRock
New York
$607K -$30.5K -9,783 -5%
VEA
5
Virtus ETF Advisers
New York
$470K +$132K +42,254 +36%
MSAM
6
Moloney Securities Asset Management
Missouri
$428K +$6.48K +2,078 +1%
Connor, Clark & Lunn Investment Management (CC&L)
7
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$413K +$13.5K +4,322 +3%
Millennium Management
8
Millennium Management
New York
$362K -$25.3K -8,116 -6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$271K +$1.28K +411 +0.4%
SBCM
10
Silverberg Bernstein Capital Management
New York
$212K -$40.4K -12,953 -15%
Canada Life
11
Canada Life
Manitoba, Canada
$169K
UBS Group
12
UBS Group
Switzerland
$163K +$134K +42,956 +340%
KWM
13
Kingsview Wealth Management
Oregon
$163K
IAIM
14
International Assets Investment Management
Florida
$151K -$31.2K -10,000 -16%
Morgan Stanley
15
Morgan Stanley
New York
$133K +$22 +7 +0%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$111K
FFA
17
Founders Financial Alliance
North Carolina
$111K -$27.3K -8,760 -19%
Creative Planning
18
Creative Planning
Kansas
$102K
LPL Financial
19
LPL Financial
California
$79.5K +$780 +250 +0.9%
SPC
20
Sigma Planning Corp
Michigan
$59.4K +$20.9K +6,682 +49%
RJA
21
Raymond James & Associates
Florida
$54.2K -$131 -42 -0.2%
FB
22
First Bancorp
Maine
$53.1K +$56.3K +18,058 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$47.9K -$58K -18,601 -53%
MFT
24
Moisand Fitzgerald Tamayo
Florida
$39.2K
SWP
25
Stratos Wealth Partners
Ohio
$36.8K

OXSQ Hedge Fund Activity: Q2 2024 in Review

45 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q2 2024, worth a combined $10M — down 0.41% from $10.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of OXSQ and 6 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 16 added.

The largest buyer was Two Sigma Advisers, adding an estimated $1.29M. The largest seller was Quadrature Capital, exiting entirely with an estimated $422K sold.

  • 45 institutional investors held Oxford Square Capital (OXSQ) as of Q2 2024, down from 50 in Q1 2024.
  • Funds reported $10M of Oxford Square Capital stock for Q2 2024, down 0.41% quarter-over-quarter.
  • 6 funds opened new Oxford Square Capital positions in Q2 2024 and 9 closed out, a net change of -3 holders.
  • The largest Oxford Square Capital buyer in Q2 2024 was Two Sigma Advisers, an estimated $1.29M added.
  • The largest Oxford Square Capital seller in Q2 2024 was Quadrature Capital, an estimated $422K sold.

Based on aggregated 13F filings for Q2 2024.