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Gladstone Investment Corp
GAIN

85 hedge funds and large institutions have $76.4M invested in Gladstone Investment Corp in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

30% more call options, than puts

Call options by funds: $1.87M | Put options by funds: $1.43M

5% more funds holding

Funds holding: 81 → 85 (+4)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

3% more capital invested

Capital invested by funds: $74.3M → $76.4M (+$2.14M)

0.35% more ownership

Funds ownership: 14.55% → 14.9% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
28
Reduced
26
Closed
9
Calls
$1.87M
Puts
$1.43M
Net Calls
+$433K
Net Calls Change
-$2K

Top Buyers

Rank Fund Capital Flow
1
VanEck Associates
VanEck Associates
New York
+$1.98M
2
LCWP
Legacy Capital Wealth Partners
Arkansas
+$1.43M
3
Invesco
Invesco
Georgia
+$568K
4
SSA
Schonfeld Strategic Advisors
New York
+$466K
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$435K

Top Sellers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
-$827K
2
Millennium Management
Millennium Management
New York
-$761K
3
Citadel Advisors
Citadel Advisors
Florida
-$702K
4
DC
Davenport & Co
Virginia
-$450K
5
AAM
Advisors Asset Management
Colorado
-$285K
Name Holding Trade Value Shares
Change 		Change in
Stake
GAMC
26
Garner Asset Management Corp
Texas
$578K +$70 +5 +0%
Invesco
27
Invesco
Georgia
$565K +$568K +40,418 New
UBS Group
28
UBS Group
Switzerland
$511K +$26.6K +1,895 +5%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$507K +$8.94K +636 +2%
PFG
30
Prosperity Financial Group
California
$505K -$9.13K -650 -2%
SSA
31
Schonfeld Strategic Advisors
New York
$464K +$466K +33,200 New
Canada Life
32
Canada Life
Manitoba, Canada
$437K +$18K +1,279 +4%
WS
33
Wedbush Securities
California
$402K +$3.27K +233 +0.8%
IFG
34
Independent Financial Group
California
$377K +$105K +7,472 +38%
SIS
35
Sound Income Strategies
Florida
$334K -$54.7K -3,892 -14%
Osaic Holdings
36
Osaic Holdings
Arizona
$325K +$44.5K +3,164 +16%
PAG
37
Private Advisor Group
New Jersey
$324K -$34.4K -2,449 -10%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$310K +$312K +22,198 New
JIC
39
Johnson Investment Counsel
Ohio
$305K – – –
Citadel Advisors
40
Citadel Advisors
Florida
$287K -$702K -49,965 -71%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$272K -$50.7K -3,609 -16%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$261K +$262K +18,673 New
N
43
Natixis
France
$212K – – –
RJFSA
44
Raymond James Financial Services Advisors
Florida
$206K +$10.2K +725 +5%
CRWM
45
Castle Rock Wealth Management
California
$202K – – –
MA
46
Mutual Advisors
Nebraska
$201K +$201K +14,296 New
Goldman Sachs
47
Goldman Sachs
New York
$187K +$188K +13,401 New
DWM
48
Drive Wealth Management
Utah
$174K +$179K +12,712 New
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$171K -$10.2K -724 -6%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$168K – – –
1
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GAIN Hedge Fund Activity: Q2 2024 in Review

85 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Gladstone Investment Corp (GAIN) for Q2 2024, worth a combined $76.4M — up 2.9% from $74.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new GAIN positions and 9 closed out — a net gain of 6 holders — while 28 added to existing stakes and 26 trimmed.

The largest buyer was VanEck Associates, adding an estimated $1.98M. The largest seller was Marshall Wace, cutting an estimated $827K.

  • 85 institutional investors held Gladstone Investment Corp (GAIN) as of Q2 2024, up from 81 in Q1 2024.
  • Funds reported $76.4M of Gladstone Investment Corp stock for Q2 2024, up 2.9% quarter-over-quarter.
  • 15 funds opened new Gladstone Investment Corp positions in Q2 2024 and 9 closed out, a net change of +6 holders.
  • The largest Gladstone Investment Corp buyer in Q2 2024 was VanEck Associates, an estimated $1.98M added.
  • The largest Gladstone Investment Corp seller in Q2 2024 was Marshall Wace, an estimated $827K sold.

Based on aggregated 13F filings for Q2 2024.