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Gladstone Capital

56 hedge funds and large institutions have $22.6M invested in Gladstone Capital in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 5856 (-2)

15% less capital invested

Capital invested by funds: $26.6M → $22.6M (-$3.97M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $354K

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
22
Closed
6
Calls
Puts
$354K
Net Calls
-$354K
Net Calls Change
+$225K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$3.84M -$359K -21,015 -8%
UBS Group
2
UBS Group
Switzerland
$3.28M +$26.5K +1,552 +0.8%
UCFA
3
United Capital Financial Advisors
Texas
$1.94M +$13.2K +775 +0.6%
Morgan Stanley
4
Morgan Stanley
New York
$1.65M -$40.4K -2,367 -2%
CIM
5
Confluence Investment Management
Missouri
$1.53M
LPL Financial
6
LPL Financial
California
$1.11M +$303K +17,739 +36%
Norges Bank
7
Norges Bank
Norway
$868K -$8.54K -500 -0.9%
BG
8
BlackRock Group
United Kingdom
$796K -$27.2K -1,595 -3%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$708K +$712K +41,700 +1,338%
Citadel Advisors
10
Citadel Advisors
Florida
$692K +$278K +16,280 +59%
VanEck Associates
11
VanEck Associates
New York
$621K +$82K +4,802 +14%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$556K -$141K -8,250 -19%
Boston Partners
13
Boston Partners
Massachusetts
$438K +$2.85K +167 +0.6%
DC
14
Davenport & Co
Virginia
$361K -$108K -6,310 -22%
Two Sigma Investments
15
Two Sigma Investments
New York
$328K -$303K -17,739 -46%
SJIC
16
St. James Investment Company
Texas
$324K +$16K +936 +5%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$293K +$121K +7,076 +62%
DnB Asset Management
18
DnB Asset Management
Norway
$293K -$14.5K -850 -4%
BCM
19
Bridgeway Capital Management
Texas
$252K
BA
20
Bard Associates
Illinois
$236K -$5.98K -350 -2%
WA
21
WFG Advisors
Texas
$216K -$15.5K -905 -6%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$212K -$922 -54 -0.4%
Legal & General Group
23
Legal & General Group
United Kingdom
$188K +$18.6K +1,090 +10%
Creative Planning
24
Creative Planning
Kansas
$181K +$171 +10 +0.1%
HCS
25
Harvest Capital Strategies
California
$160K -$278K -16,279 -62%

GLAD Hedge Fund Activity: Q2 2015 in Review

56 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Gladstone Capital (GLAD) for Q2 2015, worth a combined $22.6M — down 15% from $26.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of GLAD and 5 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 15 added.

The largest buyer was PNC Financial Services Group, adding an estimated $712K. The largest seller was Foundry Partners, exiting entirely with an estimated $743K sold.

  • 56 institutional investors held Gladstone Capital (GLAD) as of Q2 2015, down from 58 in Q1 2015.
  • Funds reported $22.6M of Gladstone Capital stock for Q2 2015, down 15% quarter-over-quarter.
  • 5 funds opened new Gladstone Capital positions in Q2 2015 and 6 closed out, a net change of -1 holder.
  • The largest Gladstone Capital buyer in Q2 2015 was PNC Financial Services Group, an estimated $712K added.
  • The largest Gladstone Capital seller in Q2 2015 was Foundry Partners, an estimated $743K sold.

Based on aggregated 13F filings for Q2 2015.