We are live on ! Find out more
FDUS icon

Fidus Investment

60 hedge funds and large institutions have $113M invested in Fidus Investment in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

84,700% more call options, than puts

Call options by funds: $848K | Put options by funds: $1K

160% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 10

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more capital invested

Capital invested by funds: $86.3M → $113M (+$27M)

3.8% more ownership

Funds ownership: 24.92%28.73% (+3.8%)

5% less funds holding

Funds holding: 6360 (-3)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
7
Increased
26
Reduced
10
Closed
8
Calls
$848K
Puts
$1K
Net Calls
+$847K
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
26
Raymond James Trust
Florida
$476K +$20.9K +1,260 +5%
OC
27
Oppenheimer & Co
New York
$457K +$11.6K +700 +3%
SM
28
Salzhauer Michael
$358K
Baird Financial Group
29
Baird Financial Group
Wisconsin
$307K +$61.4K +3,701 +27%
FAAS
30
First Allied Advisory Services
California
$302K
BW
31
Bison Wealth
Georgia
$267K
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$258K -$36.4K -2,194 -13%
OCG
33
Opus Capital Group
Ohio
$235K -$1.03K -62 -0.5%
BFA
34
Bragg Financial Advisors
North Carolina
$229K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$224K -$164K -9,859 -44%
EGA
36
Eagle Global Advisors
Texas
$224K +$211K +12,729 New
BBHC
37
Brown Brothers Harriman & Co
New York
$208K +$58.8K +3,542 +43%
CSM
38
CAMG Solamere Management
North Carolina
$193K
Citigroup
39
Citigroup
New York
$184K +$24.3K +1,463 +16%
MML Investors Services
40
MML Investors Services
Massachusetts
$176K +$166K +10,030 New
MFW
41
Mosaic Family Wealth
Missouri
$126K
DADC
42
D.A. Davidson & Co
Montana
$107K +$65.3K +3,935 +181%
CFA
43
Carroll Financial Associates
North Carolina
$104K
Wells Fargo
44
Wells Fargo
California
$97K +$8.3K +500 +10%
AG
45
Advisor Group
Arizona
$82K +$18.9K +1,140 +32%
CT
46
Clearstead Trust
Maine
$53K +$8.71K +525 +21%
AIM
47
Advantage Investment Management
Iowa
$39K +$35.8K +2,156 +4,068%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$35K
Bank of America
49
Bank of America
North Carolina
$31K +$1.89K +114 +7%
BWM
50
Baystate Wealth Management
Massachusetts
$27K