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Gladstone Investment Corp

52 hedge funds and large institutions have $58.4M invested in Gladstone Investment Corp in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% less capital invested

Capital invested by funds: $68M → $58.4M (-$9.58M)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

22% less funds holding

Funds holding: 6752 (-15)

79% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 19

95% less call options, than puts

Call options by funds: $14K | Put options by funds: $302K

Holders
52
Holders Change
-15
Holders Change %
-22.39%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
18
Reduced
21
Closed
19
Calls
$14K
Puts
$302K
Net Calls
-$288K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
VBA
1
Van Berkom & Associates
Quebec, Canada
$17.9M +$1.67M +223,844 +10%
AAM
2
Advisors Asset Management
Colorado
$11.1M +$2.1M +280,266 +22%
DC
3
Davenport & Co
Virginia
$3.99M +$79K +10,568 +2%
U
4
UBS
Switzerland
$3.3M -$806K -107,772 -19%
LSV Asset Management
5
LSV Asset Management
Illinois
$3.04M
CIM
6
Confluence Investment Management
Missouri
$2.19M -$8.33K -1,114 -0.4%
SFM
7
Systematic Financial Management
New Jersey
$2.17M +$484K +64,775 +27%
OA
8
Outfitter Advisors
Virginia
$1.73M +$124K +16,600 +7%
Wells Fargo
9
Wells Fargo
California
$1.3M -$216K -28,849 -14%
Two Sigma Investments
10
Two Sigma Investments
New York
$1.17M -$483K -64,547 -28%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$1.08M -$577K -77,100 -34%
Goldman Sachs
12
Goldman Sachs
New York
$1.03M +$208K +27,814 +24%
State Street
13
State Street
Massachusetts
$1.02M +$12K +1,600 +1%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$974K +$54.4K +7,269 +6%
BG
15
BlackRock Group
United Kingdom
$938K -$156K -20,913 -14%
Morgan Stanley
16
Morgan Stanley
New York
$816K -$880K -117,591 -51%
Millennium Management
17
Millennium Management
New York
$727K -$768K -102,617 -50%
VanEck Associates
18
VanEck Associates
New York
$437K -$2.41K -322 -0.5%
MERSOM
19
Municipal Employees' Retirement System of Michigan
Michigan
$323K
DC
20
Deere & Company
Illinois
$314K
NCCM
21
Nine Chapters Capital Management
New Jersey
$311K +$23.9K +3,200 +8%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$270K -$225K -30,072 -44%
DIA
23
Denver Investment Advisors
Colorado
$268K +$15.9K +2,128 +6%
Creative Planning
24
Creative Planning
Kansas
$265K +$29.9K +4,000 +12%
Legal & General Group
25
Legal & General Group
United Kingdom
$185K +$40.6K +5,428 +26%

GAIN Hedge Fund Activity: Q3 2014 in Review

52 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Gladstone Investment Corp (GAIN) for Q3 2014, worth a combined $58.4M — down 14% from $68M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of GAIN and 4 opened new positions — a net loss of 15 holders — while 21 trimmed existing stakes and 18 added.

The largest buyer was Advisors Asset Management, adding an estimated $2.1M. The largest seller was Northern Trust, exiting entirely with an estimated $1.59M sold.

  • 52 institutional investors held Gladstone Investment Corp (GAIN) as of Q3 2014, down from 67 in Q2 2014.
  • Funds reported $58.4M of Gladstone Investment Corp stock for Q3 2014, down 14% quarter-over-quarter.
  • 4 funds opened new Gladstone Investment Corp positions in Q3 2014 and 19 closed out, a net change of -15 holders.
  • The largest Gladstone Investment Corp buyer in Q3 2014 was Advisors Asset Management, an estimated $2.1M added.
  • The largest Gladstone Investment Corp seller in Q3 2014 was Northern Trust, an estimated $1.59M sold.

Based on aggregated 13F filings for Q3 2014.