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Fidus Investment

47 hedge funds and large institutions have $67M invested in Fidus Investment in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

5% more capital invested

Capital invested by funds: $64.1M → $67M (+$2.94M)

0% more funds holding

Funds holding: 4747 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
47
Holders Change
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
17
Reduced
10
Closed
6
Calls
$294K
Puts
Net Calls
+$294K
Net Calls Change
+$399K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
26
Bragg Financial Advisors
North Carolina
$200K
Goldman Sachs
27
Goldman Sachs
New York
$184K +$190K +11,960 New
CIBC World Market
28
CIBC World Market
Ontario, Canada
$176K -$18.5K -1,165 -9%
BBHC
29
Brown Brothers Harriman & Co
New York
$173K
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$170K -$697 -44 -0.4%
HighTower Advisors
31
HighTower Advisors
Illinois
$154K -$4.5K -284 -3%
Wells Fargo
32
Wells Fargo
California
$116K +$5.99K +378 +5%
CFA
33
Carroll Financial Associates
North Carolina
$84K -$67.8K -4,280 -44%
FPFS
34
First Personal Financial Services
North Carolina
$83K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$71K +$65.2K +4,114 +823%
Bank of America
36
Bank of America
North Carolina
$32K +$33.4K +2,109 New
TRCT
37
Tower Research Capital (TRC)
New York
$24K +$2.85K +180 +13%
PAM
38
Panagora Asset Management
Massachusetts
$21K
PI
39
PineBridge Investments
New York
$17K +$396 +25 +2%
Invesco
40
Invesco
Georgia
$13K
OIA
41
Optimum Investment Advisors
Illinois
$12K
AIG
42
American International Group
New York
$10.1K
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$8K
AIM
44
Advantage Investment Management
Iowa
$8K +$7.92K +500 New
HR
45
Howe & Rusling
New York
$4K
NFG
46
Next Financial Group
Texas
$3K
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3
OC
48
Oppenheimer & Co
New York
-$210K -14,157 Closed
PCM
49
Prelude Capital Management
New York
-$92K -6,200 Closed
LTFS
50
Ladenburg Thalmann Financial Services
Florida
-$23K -1,518 Closed