FDUS icon

Fidus Investment
FDUS

Overview Fund Activity

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.

Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
1.5%
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

Top Buyers

1
MC
1
Muzinich & Co
New York
$13.8M
2
BlackRock
2
BlackRock
New York
$3.17M
3
VanEck Associates
3
VanEck Associates
New York
$2.84M
4
AR
4
Advisory Research
Illinois
$4.45M
5
SMDAM
5
Sumitomo Mitsui DS Asset Management
Japan
$4.25M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$6.72M
2
AM
2
Ares Management
California
$6.44M
3
Millennium Management
3
Millennium Management
New York
$0
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
26
Raymond James Trust
Florida
$476K +$22.1K +1,260 +5%
OC
27
Oppenheimer & Co
New York
$457K +$12.3K +700 +3%
SM
28
Salzhauer Michael
$358K – – –
Baird Financial Group
29
Baird Financial Group
Wisconsin
$307K +$65K +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 -$38.6K -2,194 -13%
OCG
33
Opus Capital Group
Ohio
$235K -$1.09K -62 -0.5%
BFA
34
Bragg Financial Advisors
North Carolina
$229K – – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$224K -$173K -9,859 -44%
EGA
36
Eagle Global Advisors
Texas
$224K +$224K +12,729 New
BBHC
37
Brown Brothers Harriman & Co
New York
$208K +$62.3K +3,542 +43%
CSM
38
CAMG Solamere Management
North Carolina
$193K – – –
Citigroup
39
Citigroup
New York
$184K +$25.7K +1,463 +16%
MML Investors Services
40
MML Investors Services
Massachusetts
$176K +$176K +10,030 New
MFW
41
Mosaic Family Wealth
Missouri
$126K – – –
DADC
42
D.A. Davidson & Co
Montana
$107K +$68.9K +3,935 +181%
CFA
43
Carroll Financial Associates
North Carolina
$104K – – –
Wells Fargo
44
Wells Fargo
California
$97K +$8.73K +500 +10%
AG
45
Advisor Group
Arizona
$82K +$20.1K +1,140 +32%
CT
46
Clearstead Trust
Maine
$53K +$9.2K +525 +21%
AIM
47
Advantage Investment Management
Iowa
$39K +$38.1K +2,156 +4,068%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$35K – – –
Bank of America
49
Bank of America
North Carolina
$31K +$2.04K +114 +7%
BWM
50
Baystate Wealth Management
Massachusetts
$27K – – –
1
2
3