Gladstone Capital
GLAD
63 hedge funds and large institutions have $23.7M invested in Gladstone Capital in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 13 closing their positions.
91% more call options, than puts
Call options by funds: $447K | Put options by funds: $234K
44% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 16
0.85% less ownership
Funds ownership: 7.34% → 6.49% (-0.85%)
7% less funds holding
Funds holding: 68 → 63 (-5)
15% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 13
47% less capital invested
Capital invested by funds: $44.4M → $23.7M (-$20.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
+$670K |
| 2 |
GSM
Global Strategic Management
San Juan,
Puerto Rico
|
+$619K |
| 3 |
Morgan Stanley
New York
|
+$509K |
| 4 |
TG
TCW Group
Los Angeles,
California
|
+$449K |
| 5 |
NCM
Novare Capital Management
Charlotte,
North Carolina
|
+$328K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.44M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$1.4M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.26M |
| 4 |
SGI
Summit Global Investments
Bountiful,
Utah
|
-$844K |
| 5 |
XF
XML Financial
Bethesda,
Maryland
|
-$617K |
GLAD Hedge Fund Activity: Q1 2020 in Review
63 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Gladstone Capital (GLAD) for Q1 2020, worth a combined $23.7M — down 47% from $44.4M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of GLAD and 11 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 23 added.
The largest buyer was Aurora Private Wealth, adding an estimated $670K. The largest seller was UBS Group, cutting an estimated $3.44M.
- 63 institutional investors held Gladstone Capital (GLAD) as of Q1 2020, down from 68 in Q4 2019.
- Funds reported $23.7M of Gladstone Capital stock for Q1 2020, down 47% quarter-over-quarter.
- 11 funds opened new Gladstone Capital positions in Q1 2020 and 13 closed out, a net change of -2 holders.
- The largest Gladstone Capital buyer in Q1 2020 was Aurora Private Wealth, an estimated $670K added.
- The largest Gladstone Capital seller in Q1 2020 was UBS Group, an estimated $3.44M sold.
Based on aggregated 13F filings for Q1 2020.