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Gladstone Capital

67 hedge funds and large institutions have $42.1M invested in Gladstone Capital in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $304K

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

14% more capital invested

Capital invested by funds: $37M → $42.1M (+$5.12M)

3% more funds holding

Funds holding: 6567 (+2)

0.29% less ownership

Funds ownership: 5.76%5.47% (-0.29%)

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
24
Reduced
20
Closed
7
Calls
$1.01M
Puts
$304K
Net Calls
+$703K
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
1
VanEck Associates
New York
$6.15M -$760K -34,411 -11%
AAM
2
Advisors Asset Management
Colorado
$3.02M +$443K +20,076 +18%
LPL Financial
3
LPL Financial
California
$2.83M +$43.1K +1,952 +2%
Legal & General Group
4
Legal & General Group
United Kingdom
$2.46M -$142K -6,415 -6%
Morgan Stanley
5
Morgan Stanley
New York
$2.41M +$308K +13,954 +15%
BlackRock
6
BlackRock
New York
$2.17M +$208K +9,395 +11%
Two Sigma Investments
7
Two Sigma Investments
New York
$1.88M +$160K +7,253 +10%
NCM
8
Novare Capital Management
North Carolina
$1.79M -$1.49M -67,600 -46%
DADC
9
D.A. Davidson & Co
Montana
$1.78M +$118K +5,338 +7%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$1.78M +$1.52M +68,900 +767%
IAIM
11
International Assets Investment Management
Florida
$1.3M -$1.25M -56,817 -50%
DnB Asset Management
12
DnB Asset Management
Norway
$1.27M +$642K +29,060 +111%
Mackenzie Financial
13
Mackenzie Financial
Ontario, Canada
$1.17M +$606K +27,417 +116%
MCM
14
McKinley Capital Management
Alaska
$1.01M -$24K -1,086 -2%
JP Morgan Chase
15
JP Morgan Chase
New York
$991K +$79.5K +3,600 +9%
APW
16
Aurora Private Wealth
New Jersey
$833K +$5.52K +250 +0.7%
UCFA
17
United Capital Financial Advisors
Texas
$560K -$641 -29 -0.1%
VEA
18
Virtus ETF Advisers
New York
$560K +$95.4K +4,318 +21%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$517K -$37.5K -1,700 -7%
UBS Group
20
UBS Group
Switzerland
$515K -$9.28K -420 -2%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$470K +$238K +10,759 +110%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$442K -$428K -19,359 -50%
NFSG
23
Newbridge Financial Services Group
Florida
$434K +$82.2K +3,720 +24%
HPM
24
Hudson Portfolio Management
New York
$425K
Osaic Holdings
25
Osaic Holdings
Arizona
$403K -$151K -6,854 -28%

GLAD Hedge Fund Activity: Q2 2021 in Review

67 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Gladstone Capital (GLAD) for Q2 2021, worth a combined $42.1M — up 14% from $37M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GLAD positions and 7 closed out — a net gain of 2 holders — while 24 added to existing stakes and 20 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $1.52M. The largest seller was Novare Capital Management, cutting an estimated $1.49M.

  • 67 institutional investors held Gladstone Capital (GLAD) as of Q2 2021, up from 65 in Q1 2021.
  • Funds reported $42.1M of Gladstone Capital stock for Q2 2021, up 14% quarter-over-quarter.
  • 9 funds opened new Gladstone Capital positions in Q2 2021 and 7 closed out, a net change of +2 holders.
  • The largest Gladstone Capital buyer in Q2 2021 was Two Sigma Advisers, an estimated $1.52M added.
  • The largest Gladstone Capital seller in Q2 2021 was Novare Capital Management, an estimated $1.49M sold.

Based on aggregated 13F filings for Q2 2021.