Gladstone Capital
GLAD
63 hedge funds and large institutions have $22.2M invested in Gladstone Capital in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 8 closing their positions.
204% more call options, than puts
Call options by funds: $441K | Put options by funds: $145K
92% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 12
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
9% more funds holding
Funds holding: 58 → 63 (+5)
2% more capital invested
Capital invested by funds: $21.7M → $22.2M (+$482K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.18M |
| 2 |
DCM
Dialectic Capital Management
Norwalk,
Connecticut
|
+$710K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$607K |
| 4 |
Two Sigma Investments
New York
|
+$508K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$430K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$975K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$679K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$414K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$161K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$143K |
GLAD Hedge Fund Activity: Q4 2015 in Review
63 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Gladstone Capital (GLAD) for Q4 2015, worth a combined $22.2M — up 2.2% from $21.7M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new GLAD positions and 8 closed out — a net gain of 5 holders — while 23 added to existing stakes and 12 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.18M. The largest seller was Advisors Asset Management, cutting an estimated $975K.
- 63 institutional investors held Gladstone Capital (GLAD) as of Q4 2015, up from 58 in Q3 2015.
- Funds reported $22.2M of Gladstone Capital stock for Q4 2015, up 2.2% quarter-over-quarter.
- 13 funds opened new Gladstone Capital positions in Q4 2015 and 8 closed out, a net change of +5 holders.
- The largest Gladstone Capital buyer in Q4 2015 was LPL Financial, an estimated $1.18M added.
- The largest Gladstone Capital seller in Q4 2015 was Advisors Asset Management, an estimated $975K sold.
Based on aggregated 13F filings for Q4 2015.