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Fidus Investment
FDUS

Overview Fund Activity

77 hedge funds and large institutions have $112M invested in Fidus Investment in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
28
Reduced
21
Closed
10
Calls
–
Puts
$13K
Net Calls
-$13K
Net Calls Change
-$47K

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$3.45M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.88M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$4.8M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$2.11M
5
VanEck Associates
5
VanEck Associates
New York
$3.93M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$17.4M
2
WCM
2
Wedge Capital Management
North Carolina
$0
3
Invesco
3
Invesco
Georgia
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.13M
5
STA
5
Summit Trail Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
WESPAC Advisors
California
$668K +$12.5K +841 +2%
OIA
27
Optimum Investment Advisors
Illinois
$640K -$31.5K -2,119 -5%
OC
28
Oppenheimer & Co
New York
$630K -$3.2K -216 -0.5%
RFC
29
Regions Financial Corp
Alabama
$604K -$59 -4 -0%
SPIA
30
Steward Partners Investment Advisory
New York
$540K -$323K -21,811 -37%
SEI Investments
31
SEI Investments
Pennsylvania
$511K – – –
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$505K -$88.2K -5,945 -15%
WAM
33
Wolverine Asset Management
Illinois
$468K +$236K +15,937 +102%
Wells Fargo
34
Wells Fargo
California
$364K +$2.48K +167 +0.7%
RJT
35
Raymond James Trust
Florida
$356K -$10.6K -710 -3%
EGA
36
Eagle Global Advisors
Texas
$341K – – –
Bank of America
37
Bank of America
North Carolina
$329K +$38.6K +2,605 +13%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$326K – – –
MCA
39
Magnolia Capital Advisors
Mississippi
$277K +$277K +18,681 New
DADC
40
D.A. Davidson & Co
Montana
$270K +$66.8K +4,500 +33%
MAFM
41
Mid Atlantic Financial Management
Pennsylvania
$266K +$45.5K +3,072 +21%
WA
42
Wambolt & Associates
Colorado
$255K +$11.1K +746 +5%
KC
43
Kingfisher Capital
North Carolina
$253K +$6.88K +464 +3%
PFS
44
Prospera Financial Services
Texas
$251K +$8.37K +564 +3%
BW
45
Bison Wealth
Georgia
$225K – – –
LNC
46
Lincoln National Corp
Pennsylvania
$199K +$199K +13,435 New
BFA
47
Bragg Financial Advisors
North Carolina
$193K – – –
FAAS
48
First Allied Advisory Services
California
$192K – – –
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$180K +$180K +12,112 New
ASN
50
Advisory Services Network
Georgia
$171K +$171K +11,502 New
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