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Gladstone Investment Corp

76 hedge funds and large institutions have $40.3M invested in Gladstone Investment Corp in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.75% less ownership

Funds ownership: 17.16%15.41% (-1.8%)

3% less funds holding

Funds holding: 7876 (-2)

41% less call options, than puts

Call options by funds: $178K | Put options by funds: $302K

46% less capital invested

Capital invested by funds: $74.6M → $40.3M (-$34.3M)

Holders
76
Holders Change
-2
Holders Change %
-2.56%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
27
Reduced
24
Closed
12
Calls
$178K
Puts
$302K
Net Calls
-$124K
Net Calls Change
-$158K
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
1
VanEck Associates
New York
$3.18M +$223K +18,784 +5%
Osaic Holdings
2
Osaic Holdings
Arizona
$2.64M +$4M +336,309 New
DC
3
Davenport & Co
Virginia
$2.14M +$24.8K +2,090 +0.8%
AAM
4
Advisors Asset Management
Colorado
$2.09M -$488K -41,047 -13%
Marshall Wace
5
Marshall Wace
United Kingdom
$1.95M +$694K +58,368 +31%
APW
6
Aurora Private Wealth
New Jersey
$1.95M +$1.37M +114,921 +86%
PA
7
PFG Advisors
Arizona
$1.66M -$17K -1,432 -0.8%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$1.58M -$1.32M -110,789 -36%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$1.49M +$1.16M +97,800 +107%
Legal & General Group
10
Legal & General Group
United Kingdom
$1.43M +$35.9K +3,018 +2%
VEA
11
Virtus ETF Advisers
New York
$1.42M -$295K -24,790 -12%
BlackRock
12
BlackRock
New York
$1.39M -$76.7K -6,452 -4%
GSM
13
Global Strategic Management
Puerto Rico
$1.32M +$446K +37,480 +29%
William Blair & Company
14
William Blair & Company
Illinois
$1.12M +$121K +10,207 +8%
Two Sigma Investments
15
Two Sigma Investments
New York
$1.09M +$1.1M +92,551 +199%
Morgan Stanley
16
Morgan Stanley
New York
$1.09M -$714K -60,050 -30%
AUB
17
Atlantic Union Bankshares
Virginia
$1.05M -$302K -25,410 -16%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$947K +$231K +19,422 +19%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$879K -$441K -37,135 -25%
Invesco
20
Invesco
Georgia
$878K +$503K +42,322 +61%
IAIM
21
International Assets Investment Management
Florida
$643K +$974K +81,940 New
UBS Group
22
UBS Group
Switzerland
$627K -$5.14M -432,176 -84%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$593K -$232K -19,500 -21%
DCM
24
Driehaus Capital Management
Illinois
$504K -$1.33M -112,100 -64%
RJA
25
Raymond James & Associates
Florida
$493K +$439K +36,948 +143%

GAIN Hedge Fund Activity: Q1 2020 in Review

76 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Gladstone Investment Corp (GAIN) for Q1 2020, worth a combined $40.3M — down 46% from $74.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GAIN positions and 12 closed out — a net gain of 1 holder — while 27 added to existing stakes and 24 trimmed.

The largest buyer was Aurora Private Wealth, adding an estimated $1.37M. The largest seller was UBS Group, cutting an estimated $5.14M.

  • 76 institutional investors held Gladstone Investment Corp (GAIN) as of Q1 2020, down from 78 in Q4 2019.
  • Funds reported $40.3M of Gladstone Investment Corp stock for Q1 2020, down 46% quarter-over-quarter.
  • 13 funds opened new Gladstone Investment Corp positions in Q1 2020 and 12 closed out, a net change of +1 holder.
  • The largest Gladstone Investment Corp buyer in Q1 2020 was Aurora Private Wealth, an estimated $1.37M added.
  • The largest Gladstone Investment Corp seller in Q1 2020 was UBS Group, an estimated $5.14M sold.

Based on aggregated 13F filings for Q1 2020.