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Fidus Investment
FDUS

75 hedge funds and large institutions have $103M invested in Fidus Investment in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

25% more capital invested

Capital invested by funds: $82.3M → $103M (+$20.4M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 74 → 75 (+1)

4% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 23

0.36% less ownership

Funds ownership: 28.79% → 28.43% (-0.36%)

25% less call options, than puts

Call options by funds: $24K | Put options by funds: $32K

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
24
Reduced
23
Closed
10
Calls
$24K
Puts
$32K
Net Calls
-$8K
Net Calls Change
+$657K

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.02M
2
RJA
Raymond James & Associates
Florida
+$1.95M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.8M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.52M
5
Millennium Management
Millennium Management
New York
+$1.16M

Top Sellers

1
AM
Ares Management
California
-$3.48M
2
BTS
BB&T Securities
Virginia
-$1.9M
3
KCM
Kennedy Capital Management
Missouri
-$1.23M
4
SG
StepStone Group
California
-$692K
5
JP Morgan Chase
JP Morgan Chase
New York
-$610K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$667K +$42.5K +2,956 +7%
RFC
27
Regions Financial Corp
Alabama
$638K +$8.1K +563 +1%
OC
28
Oppenheimer & Co
New York
$628K +$44.2K +3,074 +8%
Morgan Stanley
29
Morgan Stanley
New York
$613K -$280K -19,451 -33%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$548K -$449K -31,257 -47%
OIA
31
Optimum Investment Advisors
Illinois
$544K +$1.25K +87 +0.2%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$489K +$459K +31,900 New
AFM
33
Andesa Financial Management
Pennsylvania
$412K +$223K +15,489 +135%
Bank of America
34
Bank of America
North Carolina
$382K -$79.2K -5,510 -18%
RJT
35
Raymond James Trust
Florida
$362K -$1.8K -125 -0.5%
EGA
36
Eagle Global Advisors
Texas
$352K +$330K +22,980 New
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$337K +$316K +22,000 New
Jane Street
38
Jane Street
New York
$322K -$290K -20,167 -49%
SM
39
Salzhauer Michael
$316K – – –
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$314K -$290K -20,165 -50%
AIM
41
Advantage Investment Management
Iowa
$284K +$75.8K +5,270 +40%
WA
42
Wambolt & Associates
Colorado
$262K – – –
JP Morgan Chase
43
JP Morgan Chase
New York
$253K -$610K -42,436 -72%
PFS
44
Prospera Financial Services
Texas
$247K +$27.2K +1,893 +13%
BW
45
Bison Wealth
Georgia
$233K – – –
FAAS
46
First Allied Advisory Services
California
$222K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$212K +$863 +60 +0.4%
BFA
48
Bragg Financial Advisors
North Carolina
$199K +$187K +13,011 New
Wells Fargo
49
Wells Fargo
California
$191K +$65.3K +4,542 +57%
CSS
50
Cubist Systematic Strategies
Connecticut
$188K +$177K +12,294 New
1
2
3 4

FDUS Hedge Fund Activity: Q1 2019 in Review

75 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q1 2019, worth a combined $103M — up 25% from $82.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FDUS positions and 10 closed out — a net gain of 1 holder — while 24 added to existing stakes and 23 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $2.02M. The largest seller was Ares Management, exiting entirely with an estimated $3.48M sold.

  • 75 institutional investors held Fidus Investment (FDUS) as of Q1 2019, up from 74 in Q4 2018.
  • Funds reported $103M of Fidus Investment stock for Q1 2019, up 25% quarter-over-quarter.
  • 11 funds opened new Fidus Investment positions in Q1 2019 and 10 closed out, a net change of +1 holder.
  • The largest Fidus Investment buyer in Q1 2019 was Arrowstreet Capital, an estimated $2.02M added.
  • The largest Fidus Investment seller in Q1 2019 was Ares Management, an estimated $3.48M sold.

Based on aggregated 13F filings for Q1 2019.