Gladstone Capital
GLAD
86 hedge funds and large institutions have $52.1M invested in Gladstone Capital in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 14 closing their positions.
237% more call options, than puts
Call options by funds: $906K | Put options by funds: $269K
1% more funds holding
Funds holding: 85 → 86 (+1)
7% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 14
3.33% less ownership
Funds ownership: 8.93% → 5.6% (-3.3%)
22% less capital invested
Capital invested by funds: $66.5M → $52.1M (-$14.4M)
34% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.45M |
| 2 |
Two Sigma Advisers
New York
|
+$518K |
| 3 |
AFG
Atomi Financial Group
New York
|
+$251K |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
+$240K |
| 5 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
+$221K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$6.38M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$5.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.62M |
| 4 |
SM
Scoggin Management
New York
|
-$2.24M |
| 5 |
QC
Quadrature Capital
London,
United Kingdom
|
-$900K |
GLAD Hedge Fund Activity: Q4 2023 in Review
86 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Gladstone Capital (GLAD) for Q4 2023, worth a combined $52.1M — down 22% from $66.5M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new GLAD positions and 14 closed out — a net gain of 1 holder — while 23 added to existing stakes and 35 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.45M. The largest seller was Millennium Management, cutting an estimated $6.38M.
- 86 institutional investors held Gladstone Capital (GLAD) as of Q4 2023, up from 85 in Q3 2023.
- Funds reported $52.1M of Gladstone Capital stock for Q4 2023, down 22% quarter-over-quarter.
- 15 funds opened new Gladstone Capital positions in Q4 2023 and 14 closed out, a net change of +1 holder.
- The largest Gladstone Capital buyer in Q4 2023 was Morgan Stanley, an estimated $1.45M added.
- The largest Gladstone Capital seller in Q4 2023 was Millennium Management, an estimated $6.38M sold.
Based on aggregated 13F filings for Q4 2023.