We are live on ! Find out more
GLAD icon

Gladstone Capital

73 hedge funds and large institutions have $42.1M invested in Gladstone Capital in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more call options, than puts

Call options by funds: $747K | Put options by funds: $178K

108% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 13

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

3% less funds holding

Funds holding: 7573 (-2)

25% less capital invested

Capital invested by funds: $55.8M → $42.1M (-$13.7M)

Holders
73
Holders Change
-2
Holders Change %
-2.67%
% of All Funds
2.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
27
Reduced
13
Closed
24
Calls
$747K
Puts
$178K
Net Calls
+$569K
Net Calls Change
+$434K
Name Holding Trade Value Shares
Change
Change in
Stake
JG
51
Jefferies Group
New York
$108K +$105K +5,361 New
TNBTD
52
Trustmark National Bank Trust Department
Mississippi
$107K
MFS
53
MSI Financial Services
Massachusetts
$104K +$35.3K +1,807 +53%
Wells Fargo
54
Wells Fargo
California
$89K -$2.7K -138 -3%
ST
55
Spot Trading
Illinois
$87K +$84.2K +4,310 New
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$78K +$4.53K +232 +6%
TRCT
57
Tower Research Capital (TRC)
New York
$58K +$28.7K +1,467 +105%
BPBT
58
Boston Private Bank & Trust
Massachusetts
$50K
DOA
59
D'Orazio & Associates
Virginia
$48K
Barclays
60
Barclays
United Kingdom
$47K +$38.4K +1,966 +475%
Ameriprise
61
Ameriprise
Minnesota
$45K +$14.7K +750 +50%
WEC
62
Winslow Evans & Crocker
Massachusetts
$29.2K
HI
63
Hudock Inc
Pennsylvania
$8K
NFG
64
Next Financial Group
Texas
$7K +$6.84K +350 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$5K +$5.08K +260 New
PTC
66
Private Trust Company
Ohio
$4K -$11K -562 -75%
AIG
67
American International Group
New York
$3.93K -$139K -7,139 -97%
AC
68
Alexandria Capital
Virginia
$3K
Citigroup
69
Citigroup
New York
$2K -$33.6K -1,719 -95%
US Bancorp
70
US Bancorp
Minnesota
$2K +$1.95K +100 New
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$1.91K +$1.86K +95 New
GT
72
Glenmede Trust
Pennsylvania
$1K
GSC
73
Ground Swell Capital
South Carolina
$1K +$1.05K +54 New
BFA
74
BlackRock Fund Advisors
California
-$5.97M -295,915 Closed
JP Morgan Chase
75
JP Morgan Chase
New York
-$4.54M -225,213 Closed

GLAD Hedge Fund Activity: Q2 2014 in Review

73 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Gladstone Capital (GLAD) for Q2 2014, worth a combined $42.1M — down 25% from $55.8M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of GLAD and 22 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 27 added.

The largest buyer was Deutsche Bank, adding an estimated $1.3M. The largest seller was BlackRock Fund Advisors, exiting entirely with an estimated $5.97M sold.

  • 73 institutional investors held Gladstone Capital (GLAD) as of Q2 2014, down from 75 in Q1 2014.
  • Funds reported $42.1M of Gladstone Capital stock for Q2 2014, down 25% quarter-over-quarter.
  • 22 funds opened new Gladstone Capital positions in Q2 2014 and 24 closed out, a net change of -2 holders.
  • The largest Gladstone Capital buyer in Q2 2014 was Deutsche Bank, an estimated $1.3M added.
  • The largest Gladstone Capital seller in Q2 2014 was BlackRock Fund Advisors, an estimated $5.97M sold.

Based on aggregated 13F filings for Q2 2014.