Gladstone Capital
GLAD
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.
411% more call options, than puts
Call options by funds: $710K | Put options by funds: $139K
38% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 16
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
3% more funds holding
Funds holding: 66 → 68 (+2)
5% more capital invested
Capital invested by funds: $40.1M → $42M (+$1.88M)
0.11% more ownership
Funds ownership: 5.18% → 5.29% (+0.11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
+$448K |
| 2 |
Two Sigma Investments
New York
|
+$392K |
| 3 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$376K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$259K |
| 5 |
Morgan Stanley
New York
|
+$199K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
-$823K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$437K |
| 3 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$366K |
| 4 |
TWA
TCI Wealth Advisors
Tucson,
Arizona
|
-$206K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$150K |
GLAD Hedge Fund Activity: Q4 2021 in Review
68 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Gladstone Capital (GLAD) for Q4 2021, worth a combined $42M — up 4.7% from $40.1M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new GLAD positions and 11 closed out — a net gain of 2 holders — while 22 added to existing stakes and 16 trimmed.
The largest buyer was VanEck Associates, adding an estimated $448K. The largest seller was Aurora Private Wealth, exiting entirely with an estimated $823K sold.
- 68 institutional investors held Gladstone Capital (GLAD) as of Q4 2021, up from 66 in Q3 2021.
- Funds reported $42M of Gladstone Capital stock for Q4 2021, up 4.7% quarter-over-quarter.
- 13 funds opened new Gladstone Capital positions in Q4 2021 and 11 closed out, a net change of +2 holders.
- The largest Gladstone Capital buyer in Q4 2021 was VanEck Associates, an estimated $448K added.
- The largest Gladstone Capital seller in Q4 2021 was Aurora Private Wealth, an estimated $823K sold.
Based on aggregated 13F filings for Q4 2021.