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Gladstone Investment Corp

55 hedge funds and large institutions have $54.8M invested in Gladstone Investment Corp in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 5555 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

15% less capital invested

Capital invested by funds: $64.5M → $54.8M (-$9.79M)

36% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 22

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $75K

Holders
55
Holders Change
Holders Change %
0%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
14
Reduced
22
Closed
7
Calls
Puts
$75K
Net Calls
-$75K
Net Calls Change
-$75K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$210K -$842K -109,495 -79%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$197K -$216K -28,119 -50%
Deutsche Bank
28
Deutsche Bank
Germany
$191K +$175K +22,803 +507%
PPA
29
Parametric Portfolio Associates
Washington
$170K -$150K -19,497 -45%
NCCM
30
Nine Chapters Capital Management
New Jersey
$169K +$76.9K +10,000 +71%
YP
31
Yellowstone Partners
Idaho
$145K
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$134K +$2.41K +313 +2%
Citigroup
33
Citigroup
New York
$134K +$20.8K +2,711 +17%
Tudor Investment Corp
34
Tudor Investment Corp
Connecticut
$116K -$29.2K -3,796 -19%
VKH
35
Virtu KCG Holdings
New York
$109K +$119K +15,470 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$93K +$8.96K +1,166 +10%
AIG
37
American International Group
New York
$81K
SWP
38
Stratos Wealth Partners
Ohio
$76K +$3.84K +500 +5%
LPL Financial
39
LPL Financial
California
$75K -$6.24K -811 -7%
NSIM
40
North Star Investment Management
Illinois
$36K
Simplex Trading
41
Simplex Trading
Illinois
$28K +$30.8K +4,000 New
PG
42
PEAK6 Group
Illinois
$21K +$23.3K +3,026 New
PI
43
PineBridge Investments
New York
$15K
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$12K
Bank of America
45
Bank of America
North Carolina
$10K -$220K -28,555 -95%
ASN
46
Advisory Services Network
Georgia
$10K
WA
47
WFG Advisors
Texas
$10K
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$6K -$15.4K -2,000 -69%
HR
49
Howe & Rusling
New York
$5K
WCM
50
Windsor Capital Management
Arizona
$5K +$6.15K +800 New

GAIN Hedge Fund Activity: Q3 2015 in Review

55 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Gladstone Investment Corp (GAIN) for Q3 2015, worth a combined $54.8M — down 15% from $64.5M a quarter earlier.

Fund positioning in GAIN was balanced in Q3 2015: 7 funds opened new positions, 7 closed out, 14 added to existing stakes and 22 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $530K. The largest seller was Wells Fargo, cutting an estimated $842K.

  • 55 institutional investors held Gladstone Investment Corp (GAIN) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $54.8M of Gladstone Investment Corp stock for Q3 2015, down 15% quarter-over-quarter.
  • 7 funds opened new Gladstone Investment Corp positions in Q3 2015 and 7 closed out, a net change of 0 holders.
  • The largest Gladstone Investment Corp buyer in Q3 2015 was Advisors Asset Management, an estimated $530K added.
  • The largest Gladstone Investment Corp seller in Q3 2015 was Wells Fargo, an estimated $842K sold.

Based on aggregated 13F filings for Q3 2015.