We are live on ! Find out more
GLAD icon

Gladstone Capital

69 hedge funds and large institutions have $44.9M invested in Gladstone Capital in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

418% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $214K

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

7% more capital invested

Capital invested by funds: $42M → $44.9M (+$2.9M)

1% more funds holding

Funds holding: 6869 (+1)

0.27% more ownership

Funds ownership: 5.29%5.55% (+0.27%)

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
20
Reduced
18
Closed
7
Calls
$1.11M
Puts
$214K
Net Calls
+$895K
Net Calls Change
+$324K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$292K -$14.7K -657 -5%
AWM
27
Axxcess Wealth Management
California
$287K
Deutsche Bank
28
Deutsche Bank
Germany
$283K
AFP
29
Ausdal Financial Partners
Iowa
$274K -$13.4K -598 -5%
DC
30
Davenport & Co
Virginia
$265K
CA
31
Cetera Advisors
Colorado
$240K -$81.6K -3,638 -26%
AWS
32
Atria Wealth Solutions
New York
$240K +$228K +10,171 New
WA
33
Wambolt & Associates
Colorado
$230K -$6.89K -307 -3%
RJA
34
Raymond James & Associates
Florida
$213K
QC
35
Quadrature Capital
United Kingdom
$200K +$190K +8,462 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$195K +$44.9K +2,002 +32%
RFN
37
RDA Financial Network
Iowa
$181K -$30.3K -1,350 -15%
WS
38
Wedbush Securities
California
$179K +$494 +22 +0.3%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$172K +$164K +7,296 New
GLA
40
Good Life Advisors
Pennsylvania
$167K +$314 +14 +0.2%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$161K +$17.9K +798 +13%
Canada Life
42
Canada Life
Manitoba, Canada
$157K +$23.5K +1,048 +20%
JF
43
Jump Financial
Illinois
$151K +$25.8K +1,150 +22%
XF
44
XML Financial
Maryland
$137K +$2.27K +101 +2%
William Blair & Company
45
William Blair & Company
Illinois
$136K +$129K +5,750 New
PAG
46
Private Advisor Group
New Jersey
$135K +$11.2K +500 +10%
SC
47
SouthState Corp
Florida
$130K
Wells Fargo
48
Wells Fargo
California
$117K -$63.3K -2,819 -36%
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$105K
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$50.7K +$33.6K +1,499 +230%

GLAD Hedge Fund Activity: Q1 2022 in Review

69 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Gladstone Capital (GLAD) for Q1 2022, worth a combined $44.9M — up 6.9% from $42M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GLAD positions and 7 closed out — a net gain of 2 holders — while 20 added to existing stakes and 18 trimmed.

The largest buyer was VanEck Associates, adding an estimated $3.28M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $921K sold.

  • 69 institutional investors held Gladstone Capital (GLAD) as of Q1 2022, up from 68 in Q4 2021.
  • Funds reported $44.9M of Gladstone Capital stock for Q1 2022, up 6.9% quarter-over-quarter.
  • 9 funds opened new Gladstone Capital positions in Q1 2022 and 7 closed out, a net change of +2 holders.
  • The largest Gladstone Capital buyer in Q1 2022 was VanEck Associates, an estimated $3.28M added.
  • The largest Gladstone Capital seller in Q1 2022 was JP Morgan Chase, an estimated $921K sold.

Based on aggregated 13F filings for Q1 2022.