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Gladstone Investment Corp

56 hedge funds and large institutions have $54.7M invested in Gladstone Investment Corp in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

8% more funds holding

Funds holding: 5256 (+4)

6% less capital invested

Capital invested by funds: $58.4M → $54.7M (-$3.67M)

26% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 19

95% less call options, than puts

Call options by funds: $14K | Put options by funds: $272K

Holders
56
Holders Change
+4
Holders Change %
+7.69%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
14
Reduced
19
Closed
11
Calls
$14K
Puts
$272K
Net Calls
-$258K
Net Calls Change
+$30K
Name Holding Trade Value Shares
Change
Change in
Stake
VBA
1
Van Berkom & Associates
Quebec, Canada
$17.4M -$162K -22,590 -0.9%
AAM
2
Advisors Asset Management
Colorado
$9.99M -$979K -136,156 -9%
UBS Group
3
UBS Group
Switzerland
$3.54M +$3.63M +505,064 New
DC
4
Davenport & Co
Virginia
$3.46M -$474K -65,875 -12%
LSV Asset Management
5
LSV Asset Management
Illinois
$3.08M +$89.2K +12,400 +3%
CIM
6
Confluence Investment Management
Missouri
$2.17M +$9.04K +1,258 +0.4%
OA
7
Outfitter Advisors
Virginia
$1.74M +$37.7K +5,250 +2%
CAS
8
Cue Advisory Services
Arizona
$1.5M +$1.54M +213,870 New
Two Sigma Investments
9
Two Sigma Investments
New York
$1.11M -$40.4K -5,622 -3%
Wells Fargo
10
Wells Fargo
California
$1.04M -$248K -34,499 -19%
State Street
11
State Street
Massachusetts
$1.03M +$20.9K +2,900 +2%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$914K -$45.5K -6,323 -5%
Millennium Management
13
Millennium Management
New York
$800K +$87.1K +12,110 +12%
BG
14
BlackRock Group
United Kingdom
$799K -$127K -17,705 -13%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$718K -$360K -50,100 -33%
Morgan Stanley
16
Morgan Stanley
New York
$647K -$159K -22,162 -19%
VanEck Associates
17
VanEck Associates
New York
$604K +$178K +24,810 +40%
Goldman Sachs
18
Goldman Sachs
New York
$481K -$550K -76,482 -53%
TC
19
Talkot Capital
California
$380K +$390K +54,229 New
PPA
20
Parametric Portfolio Associates
Washington
$318K +$326K +45,389 New
DC
21
Deere & Company
Illinois
$309K
NCCM
22
Nine Chapters Capital Management
New Jersey
$284K -$23K -3,200 -7%
Creative Planning
23
Creative Planning
Kansas
$275K +$15.1K +2,100 +6%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$240K +$247K +34,300 New
Legal & General Group
25
Legal & General Group
United Kingdom
$201K +$19.4K +2,705 +10%

GAIN Hedge Fund Activity: Q4 2014 in Review

56 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Gladstone Investment Corp (GAIN) for Q4 2014, worth a combined $54.7M — down 6.3% from $58.4M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new GAIN positions and 11 closed out — a net gain of 5 holders — while 14 added to existing stakes and 19 trimmed.

The largest buyer was Talkot Capital, opening a new position worth an estimated $390K. The largest seller was Systematic Financial Management, exiting entirely with an estimated $2.17M sold.

  • 56 institutional investors held Gladstone Investment Corp (GAIN) as of Q4 2014, up from 52 in Q3 2014.
  • Funds reported $54.7M of Gladstone Investment Corp stock for Q4 2014, down 6.3% quarter-over-quarter.
  • 16 funds opened new Gladstone Investment Corp positions in Q4 2014 and 11 closed out, a net change of +5 holders.
  • The largest Gladstone Investment Corp buyer in Q4 2014 was Talkot Capital, an estimated $390K added.
  • The largest Gladstone Investment Corp seller in Q4 2014 was Systematic Financial Management, an estimated $2.17M sold.

Based on aggregated 13F filings for Q4 2014.