We are live on ! Find out more
GAIN icon

Gladstone Investment Corp

81 hedge funds and large institutions have $71.7M invested in Gladstone Investment Corp in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $1.34M | Put options by funds: $1.21M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.2% less ownership

Funds ownership: 14.9%13.7% (-1.2%)

5% less funds holding

Funds holding: 8581 (-4)

6% less capital invested

Capital invested by funds: $76.4M → $71.7M (-$4.72M)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

21% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 29

Holders
81
Holders Change
-4
Holders Change %
-4.71%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
23
Reduced
29
Closed
15
Calls
$1.34M
Puts
$1.21M
Net Calls
+$129K
Net Calls Change
-$304K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$535 +$498 +37 New
TRCT
77
Tower Research Capital (TRC)
New York
$347 +$323 +24 New
AF
78
Allworth Financial
California
$203 +$189 +14 New
HI
79
Harbour Investments
Wisconsin
$145
DFA
80
DHJJ Financial Advisors
Illinois
$73
CAM
81
Creekmur Asset Management
Illinois
$29 -$36.7K -2,728 -100%
Millennium Management
82
Millennium Management
New York
-$772K -55,195 Closed
Invesco
83
Invesco
Georgia
-$565K -40,418 Closed
SSA
84
Schonfeld Strategic Advisors
New York
-$464K -33,200 Closed
WS
85
Wedbush Securities
California
-$402K -28,726 Closed
N
86
Natixis
France
-$212K -15,192 Closed
CRWM
87
Castle Rock Wealth Management
California
-$202K -14,375 Closed
MA
88
Mutual Advisors
Nebraska
-$201K -14,296 Closed
Goldman Sachs
89
Goldman Sachs
New York
-$187K -13,401 Closed
DWM
90
Drive Wealth Management
Utah
-$174K -12,712 Closed
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
-$168K -12,000 Closed
ECM
92
Evergreen Capital Management
Washington
-$145K -10,373 Closed
CWM
93
Cornerstone Wealth Management
Missouri
-$142K -10,123 Closed
SOW
94
State of Wyoming
Wyoming
-$124K -8,900 Closed
QT
95
Quantbot Technologies
New York
-$37.7K -2,694 Closed
RWMG
96
Redwood Wealth Management Group
New Jersey
-$2.1K -150 Closed

GAIN Hedge Fund Activity: Q3 2024 in Review

81 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Gladstone Investment Corp (GAIN) for Q3 2024, worth a combined $71.7M — down 6.2% from $76.4M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of GAIN and 13 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 23 added.

The largest buyer was VanEck Associates, adding an estimated $708K. The largest seller was Marshall Wace, cutting an estimated $1.88M.

  • 81 institutional investors held Gladstone Investment Corp (GAIN) as of Q3 2024, down from 85 in Q2 2024.
  • Funds reported $71.7M of Gladstone Investment Corp stock for Q3 2024, down 6.2% quarter-over-quarter.
  • 13 funds opened new Gladstone Investment Corp positions in Q3 2024 and 15 closed out, a net change of -2 holders.
  • The largest Gladstone Investment Corp buyer in Q3 2024 was VanEck Associates, an estimated $708K added.
  • The largest Gladstone Investment Corp seller in Q3 2024 was Marshall Wace, an estimated $1.88M sold.

Based on aggregated 13F filings for Q3 2024.