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Gladstone Capital
GLAD

Overview Fund Activity

68 hedge funds and large institutions have $42M invested in Gladstone Capital in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 11 closing their positions.

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
22
Reduced
16
Closed
11
Calls
$710K
Puts
$139K
Net Calls
+$571K
Net Calls Change
-$284K

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$6.44M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$1.64M
3
PWM
3
Perigon Wealth Management
California
$377K
4
AWM
4
Axxcess Wealth Management
California
$282K
5
AAM
5
Advisors Asset Management
Colorado
$3.91M

Top Sellers

1
APW
1
Aurora Private Wealth
New Jersey
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
BW
3
Bison Wealth
Georgia
$0
4
TWA
4
TCI Wealth Advisors
Arizona
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VanEck Associates
1
VanEck Associates
New York
$6.44M 555,793 +38,705 +7%
AAM
2
Advisors Asset Management
Colorado
$3.91M 337,745 +22,357 +7%
LPL Financial
3
LPL Financial
California
$2.8M 241,899 -4,932 -2%
BlackRock
4
BlackRock
New York
$2.64M 227,598 +9,184 +4%
Morgan Stanley
5
Morgan Stanley
New York
$2.57M 221,751 +17,185 +8%
Legal & General Group
6
Legal & General Group
United Kingdom
$2.33M 201,052 – –
DADC
7
D.A. Davidson & Co
Montana
$2.04M 176,099 +16,047 +10%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$1.9M 163,558 -5,200 -3%
Two Sigma Investments
9
Two Sigma Investments
New York
$1.64M 141,419 +33,843 +31%
DnB Asset Management
10
DnB Asset Management
Norway
$1.57M 135,253 – –
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$1.38M 118,762 +260 +0.2%
IAIM
12
International Assets Investment Management
Florida
$1.34M 115,286 – –
MCM
13
McKinley Capital Management
Alaska
$1.09M 94,230 -734 -0.8%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$921K 79,500 – –
NCM
15
Novare Capital Management
North Carolina
$695K 59,997 +615 +1%
SDAM
16
Shulman DeMeo Asset Management
New York
$562K 48,474 -73 -0.2%
UBS Group
17
UBS Group
Switzerland
$535K 46,117 -7,434 -14%
VEA
18
Virtus ETF Advisers
New York
$440K 37,935 -6,424 -14%
UCFA
19
United Capital Financial Advisors
Texas
$429K 37,000 -1,000 -3%
HPM
20
Hudson Portfolio Management
New York
$428K 36,960 – –
KA
21
Kovack Advisors
Florida
$395K 34,044 +12,706 +60%
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$392K 33,840 -349 -1%
PWM
23
Perigon Wealth Management
California
$377K 32,530 +32,530 New
CA
24
Cetera Advisors
Colorado
$321K 27,655 +4,540 +20%
CAN
25
Claraphi Advisory Network
United States
$309K 26,663 +4,429 +20%
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