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Fidus Investment
FDUS

Overview Fund Activity

67 hedge funds and large institutions have $121M invested in Fidus Investment in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 11 closing their positions.

Holders
67
Holders Change
-3
Holders Change %
-4.29%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
21
Reduced
19
Closed
11
Calls
$246K
Puts
–
Net Calls
+$246K
Net Calls Change
-$1.04M

Top Buyers

1
MC
1
Muzinich & Co
New York
$20.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.17M
3
BTS
3
BB&T Securities
Virginia
$3.53M
4
YMRC
4
Yorktown Management & Research Company
Virginia
$4.42M
5
SGI
5
Summit Global Investments
Utah
$484K

Top Sellers

1
OCG
1
Opus Capital Group
Ohio
$2.7M
2
SIC
2
Salem Investment Counselors
North Carolina
$0
3
AM
3
Ares Management
California
$4.48M
4
MC
4
Moors & Cabot
Massachusetts
$0
5
OIA
5
Optimum Investment Advisors
Illinois
$388K
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
26
Summit Global Investments
Utah
$484K +$484K +30,100 New
Millennium Management
27
Millennium Management
New York
$480K +$480K +29,873 New
RJT
28
Raymond James Trust
Florida
$457K +$28.2K +1,756 +7%
KCM
29
Kennedy Capital Management
Missouri
$443K +$443K +27,551 New
OC
30
Oppenheimer & Co
New York
$439K -$3.37K -210 -0.8%
OIA
31
Optimum Investment Advisors
Illinois
$388K -$263K -16,371 -40%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$334K -$190K -11,789 -36%
SM
33
Salzhauer Michael
$331K – – –
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$326K +$326K +20,257 New
FAAS
35
First Allied Advisory Services
California
$316K +$7.1K +440 +2%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$264K +$10.3K +640 +4%
VF
37
Virtu Financial
New York
$256K +$256K +15,920 New
BW
38
Bison Wealth
Georgia
$244K – – –
ACI
39
Alpha Cubed Investments
California
$235K +$235K +14,641 New
KC
40
Kingfisher Capital
North Carolina
$214K +$5.15K +321 +2%
BFA
41
Bragg Financial Advisors
North Carolina
$209K – – –
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$190K -$48.8K -3,029 -20%
BBHC
43
Brown Brothers Harriman & Co
New York
$190K – – –
CGA
44
Crescent Grove Advisors
Illinois
$181K – – –
MML Investors Services
45
MML Investors Services
Massachusetts
$178K +$16.7K +1,036 +10%
CSM
46
CAMG Solamere Management
North Carolina
$172K -$16.6K -1,032 -9%
CIBC World Market
47
CIBC World Market
Ontario, Canada
$165K -$4.78K -297 -3%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$165K +$10.7K +670 +7%
DADC
49
D.A. Davidson & Co
Montana
$160K +$54.3K +3,394 +51%
MFW
50
Mosaic Family Wealth
Missouri
$115K – – –
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