Gladstone Investment Corp
GAIN
86 hedge funds and large institutions have $68.7M invested in Gladstone Investment Corp in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 12 closing their positions.
45% more capital inflows, than outflows
Capital inflows: $10.2M | Capital outflows: $7.02M
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
4% more funds holding
Funds holding: 83 → 86 (+3)
0.51% more ownership
Funds ownership: 13.62% → 14.13% (+0.51%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 27
29% less call options, than puts
Call options by funds: $947K | Put options by funds: $1.33M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cassaday & Co Wealth Management
Mclean,
Virginia
|
+$1.48M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.44M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$747K |
| 4 |
Morgan Stanley
New York
|
+$737K |
| 5 |
Melia Wealth
Tulsa,
Oklahoma
|
+$496K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Advisers
New York
|
-$1.3M |
| 2 |
Two Sigma Investments
New York
|
-$1.21M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$606K |
| 4 |
Advisors Asset Management
Monument,
Colorado
|
-$583K |
| 5 |
Legal & General Group
London,
United Kingdom
|
-$347K |
GAIN Hedge Fund Activity: Q4 2024 in Review
86 of the 7,624 institutional investors tracked by Wall St. Rank reported a position in Gladstone Investment Corp (GAIN) for Q4 2024, worth a combined $68.7M — down 4.2% from $71.7M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new GAIN positions and 12 closed out — a net gain of 5 holders — while 24 added to existing stakes and 27 trimmed.
The largest buyer was Cassaday & Co Wealth Management, opening a new position worth an estimated $1.48M. The largest seller was Two Sigma Advisers, cutting an estimated $1.3M.
- 86 institutional investors held Gladstone Investment Corp (GAIN) as of Q4 2024, up from 83 in Q3 2024.
- Funds reported $68.7M of Gladstone Investment Corp stock for Q4 2024, down 4.2% quarter-over-quarter.
- 17 funds opened new Gladstone Investment Corp positions in Q4 2024 and 12 closed out, a net change of +5 holders.
- The largest Gladstone Investment Corp buyer in Q4 2024 was Cassaday & Co Wealth Management, an estimated $1.48M added.
- The largest Gladstone Investment Corp seller in Q4 2024 was Two Sigma Advisers, an estimated $1.3M sold.
Based on aggregated 13F filings for Q4 2024.