FDUS icon

Fidus Investment
FDUS

Overview Fund Activity

70 hedge funds and large institutions have $99.2M invested in Fidus Investment in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
70
Holders Change
–
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
10
Increased
20
Reduced
21
Closed
10
Calls
$213K
Puts
$122K
Net Calls
+$91K
Net Calls Change
-$60K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$15.7M
2
AM
2
Ares Management
California
$2.23M
3
Invesco
3
Invesco
Georgia
$1.29M
4
KCM
4
Kennedy Capital Management
Missouri
$9.92M
5
WA
5
WESPAC Advisors
California
$702K

Top Sellers

1
MC
1
Muzinich & Co
New York
$5.83M
2
AAM
2
Advisors Asset Management
Colorado
$3.16M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$602K
4
BCM
4
Buckhead Capital Management
Georgia
$0
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
26
Raymond James Trust
Florida
$454K +$108K +7,617 +31%
Mackenzie Financial
27
Mackenzie Financial
Ontario, Canada
$446K – – –
OC
28
Oppenheimer & Co
New York
$428K +$27.8K +1,955 +7%
OIA
29
Optimum Investment Advisors
Illinois
$396K +$50.9K +3,585 +15%
NFA
30
Nuveen Fund Advisors
Illinois
$374K -$40.7K -2,865 -10%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$367K -$825K -58,069 -69%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$294K +$217K +15,278 +283%
SM
33
Salzhauer Michael
$293K – – –
Brown Advisory
34
Brown Advisory
Maryland
$264K +$111K +7,805 +73%
FAAS
35
First Allied Advisory Services
California
$249K -$14.2K -1,000 -5%
PFS
36
Prospera Financial Services
Texas
$217K +$217K +15,212 New
BW
37
Bison Wealth
Georgia
$216K – – –
KC
38
Kingfisher Capital
North Carolina
$206K +$5.39K +379 +3%
EGA
39
Eagle Global Advisors
Texas
$203K – – –
BFA
40
Bragg Financial Advisors
North Carolina
$185K – – –
Wells Fargo
41
Wells Fargo
California
$176K +$38.2K +2,689 +28%
BBHC
42
Brown Brothers Harriman & Co
New York
$168K – – –
CGA
43
Crescent Grove Advisors
Illinois
$160K – – –
MML Investors Services
44
MML Investors Services
Massachusetts
$156K -$1.15K -81 -0.7%
CSM
45
CAMG Solamere Management
North Carolina
$152K – – –
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$151K – – –
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$145K -$21.3K -1,504 -13%
QCIG
48
Quad-Cities Investment Group
Iowa
$139K +$139K +9,813 New
AIM
49
Advantage Investment Management
Iowa
$116K +$16.8K +1,187 +17%
Canada Life
50
Canada Life
Manitoba, Canada
$95K +$3.02K +213 +3%
1
2
3 4