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Gladstone Capital
GLAD

68 hedge funds and large institutions have $44.4M invested in Gladstone Capital in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $915K | Put options by funds: $406K

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

20% more capital invested

Capital invested by funds: $37M → $44.4M (+$7.41M)

13% more funds holding

Funds holding: 60 → 68 (+8)

1.08% more ownership

Funds ownership: 6.26% → 7.34% (+1.1%)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
21
Reduced
20
Closed
9
Calls
$915K
Puts
$406K
Net Calls
+$509K
Net Calls Change
-$189K

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.32M
2
UBS Group
UBS Group
Switzerland
+$2.08M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$1.41M
4
VanEck Associates
VanEck Associates
New York
+$638K
5
VF
Virtu Financial
New York
+$472K

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.21M
2
Two Sigma Investments
Two Sigma Investments
New York
-$861K
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$826K
4
Boston Partners
Boston Partners
Massachusetts
-$620K
5
VEA
Virtus ETF Advisers
New York
-$432K
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$445K +$241K +11,980 +115%
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$348K +$47.3K +2,353 +15%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$332K -$826K -41,050 -71%
GSM
29
Global Strategic Management
Puerto Rico
$308K -$4.02K -200 -1%
WA
30
Wambolt & Associates
Colorado
$282K +$74.5K +3,703 +35%
CWM
31
Cornerstone Wealth Management
Missouri
$229K -$10K -499 -4%
DC
32
Davenport & Co
Virginia
$216K -$61.3K -3,050 -22%
TI
33
Trexquant Investment
Connecticut
$203K +$205K +10,205 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$174K -$181 -9 -0.1%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$174K +$33.5K +1,665 +23%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$152K -$965 -48 -0.6%
WEC
37
Winslow Evans & Crocker
Massachusetts
$152K +$36.2K +1,800 +31%
GLA
38
Good Life Advisors
Pennsylvania
$151K +$31.1K +1,544 +25%
HighTower Advisors
39
HighTower Advisors
Illinois
$142K – – –
CSS
40
Cubist Systematic Strategies
Connecticut
$130K +$132K +6,568 New
PI
41
PEAK6 Investments
Illinois
$128K +$130K +6,449 New
Baird Financial Group
42
Baird Financial Group
Wisconsin
$116K -$20 -1 -0%
BF
43
BOK Financial
Oklahoma
$110K -$111K -5,516 -50%
LI
44
Leap Investments
Illinois
$108K +$109K +5,432 New
Citadel Advisors
45
Citadel Advisors
Florida
$103K +$104K +5,176 New
Millennium Management
46
Millennium Management
New York
$102K +$103K +5,134 New
Two Sigma Investments
47
Two Sigma Investments
New York
$101K -$861K -42,827 -89%
MA
48
MUFG Americas
New York
$99K +$101K +5,000 New
Canada Life
49
Canada Life
Manitoba, Canada
$93K +$94.5K +4,700 New
TRCT
50
Tower Research Capital (TRC)
New York
$89K +$90.5K +4,500 New
1
2
3

GLAD Hedge Fund Activity: Q4 2019 in Review

68 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Gladstone Capital (GLAD) for Q4 2019, worth a combined $44.4M — up 20% from $37M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new GLAD positions and 9 closed out — a net gain of 9 holders — while 21 added to existing stakes and 20 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $4.32M. The largest seller was Bank of Montreal, exiting entirely with an estimated $2.21M sold.

  • 68 institutional investors held Gladstone Capital (GLAD) as of Q4 2019, up from 60 in Q3 2019.
  • Funds reported $44.4M of Gladstone Capital stock for Q4 2019, up 20% quarter-over-quarter.
  • 18 funds opened new Gladstone Capital positions in Q4 2019 and 9 closed out, a net change of +9 holders.
  • The largest Gladstone Capital buyer in Q4 2019 was Arrowstreet Capital, an estimated $4.32M added.
  • The largest Gladstone Capital seller in Q4 2019 was Bank of Montreal, an estimated $2.21M sold.

Based on aggregated 13F filings for Q4 2019.