We are live on ! Find out more
OXSQ icon

Oxford Square Capital

46 hedge funds and large institutions have $11M invested in Oxford Square Capital in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $10M → $11M (+$1.04M)

2% more funds holding

Funds holding: 4546 (+1)

0.59% more ownership

Funds ownership: 5.72%6.31% (+0.59%)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
14
Closed
5
Calls
$36K
Puts
Net Calls
+$36K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
1
Two Sigma Advisers
New York
$3.61M +$1.22M +415,100 +48%
Two Sigma Investments
2
Two Sigma Investments
New York
$2.23M +$742K +251,876 +47%
Legal & General Group
3
Legal & General Group
United Kingdom
$1.26M -$152K -51,698 -10%
BlackRock
4
BlackRock
New York
$594K +$10.8K +3,672 +2%
VEA
5
Virtus ETF Advisers
New York
$427K -$26.9K -9,122 -6%
MSAM
6
Moloney Securities Asset Management
Missouri
$423K +$11.5K +3,900 +3%
Millennium Management
7
Millennium Management
New York
$325K -$23.9K -8,124 -7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$222K -$41.4K -14,052 -15%
TSS
9
Two Sigma Securities
New York
$185K +$193K +65,335 New
LPL Financial
10
LPL Financial
California
$174K +$101K +34,386 +127%
SBCM
11
Silverberg Bernstein Capital Management
New York
$159K -$47.5K -16,125 -22%
KWM
12
Kingsview Wealth Management
Oregon
$157K
Canada Life
13
Canada Life
Manitoba, Canada
$143K -$20K -6,798 -12%
Morgan Stanley
14
Morgan Stanley
New York
$116K -$12.3K -4,173 -9%
Creative Planning
15
Creative Planning
Kansas
$116K +$18K +6,103 +18%
FFA
16
Founders Financial Alliance
North Carolina
$107K +$663 +225 +0.6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$106K
Northern Trust
18
Northern Trust
Illinois
$64.3K +$67K +22,722 New
SPC
19
Sigma Planning Corp
Michigan
$57.2K
RJA
20
Raymond James & Associates
Florida
$52.1K
IAIM
21
International Assets Investment Management
Florida
$48.5K +$253K +85,792 +167%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$48.4K +$2.36K +801 +5%
Connor, Clark & Lunn Investment Management (CC&L)
23
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$42.6K -$369K -125,256 -89%
MFT
24
Moisand Fitzgerald Tamayo
Florida
$37.7K
BHCM
25
Brevan Howard Capital Management
Jersey
$35.9K +$37.4K +12,678 New

OXSQ Hedge Fund Activity: Q3 2024 in Review

46 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q3 2024, worth a combined $11M — up 10% from $10M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new OXSQ positions and 5 closed out — a net gain of 1 holder — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $1.22M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $369K.

  • 46 institutional investors held Oxford Square Capital (OXSQ) as of Q3 2024, up from 45 in Q2 2024.
  • Funds reported $11M of Oxford Square Capital stock for Q3 2024, up 10% quarter-over-quarter.
  • 6 funds opened new Oxford Square Capital positions in Q3 2024 and 5 closed out, a net change of +1 holder.
  • The largest Oxford Square Capital buyer in Q3 2024 was Two Sigma Advisers, an estimated $1.22M added.
  • The largest Oxford Square Capital seller in Q3 2024 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $369K sold.

Based on aggregated 13F filings for Q3 2024.