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Gladstone Capital
GLAD

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: 68 → 69 (+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

Top Buyers

Rank Fund Capital Flow
1
VanEck Associates
VanEck Associates
New York
+$3.28M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$222K
3
QC
Quadrature Capital
United Kingdom
+$190K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$164K
5
William Blair & Company
William Blair & Company
Illinois
+$129K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$921K
2
Two Sigma Investments
Two Sigma Investments
New York
-$447K
3
Morgan Stanley
Morgan Stanley
New York
-$388K
4
Legal & General Group
Legal & General Group
United Kingdom
-$222K
5
Citadel Advisors
Citadel Advisors
Florida
-$170K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
51
Carolinas Wealth Consulting
North Carolina
$48K – – –
US Bancorp
52
US Bancorp
Minnesota
$47K – – –
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$38K -$28.7K -1,280 -44%
GWM
54
Geneos Wealth Management
Colorado
$24K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$21K +$20.5K +912 New
PP
56
PFS Partners
New Jersey
$18.1K – – –
UB
57
UMB Bank
Missouri
$18K – – –
APA
58
American Portfolios Advisors
New York
$13K – – –
TRCT
59
Tower Research Capital (TRC)
New York
$12K +$9.02K +402 +293%
WOC
60
West Oak Capital
California
$9K – – –
IA
61
IFP Advisors
Florida
$9K +$11.2K +500 New
FMP
62
Financial Management Professionals
Texas
$7K +$6.87K +306 New
AA
63
AlphaMark Advisors
Kentucky
$5K – – –
VNA
64
Valley National Advisers
Pennsylvania
$2K – – –
KFI
65
Key Financial Inc
Pennsylvania
$2K +$2.24K +100 New
JP Morgan Chase
66
JP Morgan Chase
New York
– -$921K -39,750 Closed
Citadel Advisors
67
Citadel Advisors
Florida
– -$170K -7,567 Closed
PI
68
PEAK6 Investments
Illinois
– -$22.7K -1,010 Closed
TCWM
69
Total Clarity Wealth Management
Illinois
– -$23K -1,006 Closed
Simplex Trading
70
Simplex Trading
Illinois
– -$3.43K -153 Closed
OF
71
Outfitter Financial
Maine
– -$3K -125 Closed
Citigroup
72
Citigroup
New York
– +$67 +3 New
1 2
3

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.