We are live on ! Find out more
GLAD icon

Gladstone Capital

59 hedge funds and large institutions have $20.1M invested in Gladstone Capital in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $820K | Put options by funds: $588K

6% less funds holding

Funds holding: 6359 (-4)

9% less capital invested

Capital invested by funds: $22.2M → $20.1M (-$2.04M)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

43% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 23

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
13
Reduced
23
Closed
13
Calls
$820K
Puts
$588K
Net Calls
+$232K
Net Calls Change
-$64K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
51
PineBridge Investments
New York
$12K
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10K
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$8K +$6.73K +512 New
MFS
54
MSI Financial Services
Massachusetts
$6K +$79 +6 +2%
HI
55
Hudock Inc
Pennsylvania
$5K
HR
56
Howe & Rusling
New York
$4K
ARMC
57
American Research & Management Company
Massachusetts
$3K
DCM
58
Dialectic Capital Management
Connecticut
-$619K -42,347 Closed
HIM
59
Hillsdale Investment Management
Ontario, Canada
-$396K -27,100 Closed
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
-$375K -25,644 Closed
Millennium Management
61
Millennium Management
New York
-$370K -25,340 Closed
SBIA
62
Sheaff Brock Investment Advisors
Indiana
-$269K -18,386 Closed
VKH
63
Virtu KCG Holdings
New York
-$192K -13,115 Closed
DTL
64
Dynamic Technology Lab
Singapore
-$142K -9,695 Closed
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
-$140K -9,567 Closed
IA
66
IFP Advisors
Florida
-$68K -4,650 Closed
Group One Trading
67
Group One Trading
Illinois
-$17K -1,292 Closed
TRCT
68
Tower Research Capital (TRC)
New York
-$10K -762 -98%
BCMIO
69
Beacon Capital Management Inc (Ohio)
Ohio
-$4K -250 Closed
US Bancorp
70
US Bancorp
Minnesota
-$3.27K -249 -96%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
-$2K -108 Closed

GLAD Hedge Fund Activity: Q1 2016 in Review

59 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Gladstone Capital (GLAD) for Q1 2016, worth a combined $20.1M — down 9.2% from $22.2M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of GLAD and 9 opened new positions — a net loss of 4 holders — while 23 trimmed existing stakes and 13 added.

The largest buyer was Morgan Stanley, adding an estimated $270K. The largest seller was Dialectic Capital Management, exiting entirely with an estimated $619K sold.

  • 59 institutional investors held Gladstone Capital (GLAD) as of Q1 2016, down from 63 in Q4 2015.
  • Funds reported $20.1M of Gladstone Capital stock for Q1 2016, down 9.2% quarter-over-quarter.
  • 9 funds opened new Gladstone Capital positions in Q1 2016 and 13 closed out, a net change of -4 holders.
  • The largest Gladstone Capital buyer in Q1 2016 was Morgan Stanley, an estimated $270K added.
  • The largest Gladstone Capital seller in Q1 2016 was Dialectic Capital Management, an estimated $619K sold.

Based on aggregated 13F filings for Q1 2016.