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Fidus Investment
FDUS

Overview Fund Activity

70 hedge funds and large institutions have $97.7M invested in Fidus Investment in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
22
Reduced
17
Closed
12
Calls
$270K
Puts
$119K
Net Calls
+$151K
Net Calls Change
+$307K

Top Buyers

1
KCM
Kennedy Capital Management
Missouri
$7.89M
2
WFI
West Family Investments
California
$7.78M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$2.08M
4
BTS
BB&T Securities
Virginia
$3.54M
5
Millennium Management
Millennium Management
New York
$1.3M

Top Sellers

1
AM
Ares Management
California
$3.14M
2
MC
Muzinich & Co
New York
$6.74M
3
OCG
Opus Capital Group
Ohio
$0
4
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$0
5
UBS Group
UBS Group
Switzerland
$6.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
26
Summit Global Investments
Utah
$421K +$135K +10,500 +47%
Mackenzie Financial
27
Mackenzie Financial
Ontario, Canada
$404K – – –
NFA
28
Nuveen Fund Advisors
Illinois
$376K -$30.7K -2,379 -8%
OC
29
Oppenheimer & Co
New York
$362K +$13.1K +1,019 +4%
RJT
30
Raymond James Trust
Florida
$314K -$5.44K -421 -2%
OIA
31
Optimum Investment Advisors
Illinois
$313K +$2.35K +182 +0.8%
SM
32
Salzhauer Michael
$265K – – –
FAAS
33
First Allied Advisory Services
California
$238K -$3.79K -295 -2%
BW
34
Bison Wealth
Georgia
$196K – – –
RFC
35
Regions Financial Corp
Alabama
$193K – – –
EGA
36
Eagle Global Advisors
Texas
$184K +$184K +14,260 New
KC
37
Kingfisher Capital
North Carolina
$182K +$182K +14,110 New
BFA
38
Bragg Financial Advisors
North Carolina
$168K – – –
Tudor Investment Corp
39
Tudor Investment Corp
Connecticut
$158K +$19.6K +1,520 +14%
BBHC
40
Brown Brothers Harriman & Co
New York
$152K – – –
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$151K -$52.9K -4,100 -26%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$151K -$1.76K -137 -1%
CGA
43
Crescent Grove Advisors
Illinois
$145K – – –
MML Investors Services
44
MML Investors Services
Massachusetts
$143K -$23K -1,784 -14%
Brown Advisory
45
Brown Advisory
Maryland
$139K +$139K +10,760 New
CSM
46
CAMG Solamere Management
North Carolina
$138K – – –
DTL
47
Dynamic Technology Lab
Singapore
$131K +$131K +10,173 New
Wells Fargo
48
Wells Fargo
California
$125K +$52.2K +4,049 +72%
Macquarie Group
49
Macquarie Group
Australia
$115K +$16.8K +1,300 +17%
Bank of America
50
Bank of America
North Carolina
$99K +$76.1K +5,951 +332%
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