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Fidus Investment

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.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

3% more funds holding

Funds holding: 7577 (+2)

1% more capital invested

Capital invested by funds: $111M → $112M (+$765K)

0.2% more ownership

Funds ownership: 30.58%30.78% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $13K

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
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
WESPAC Advisors
California
$668K +$12.7K +841 +2%
OIA
27
Optimum Investment Advisors
Illinois
$640K -$31.9K -2,119 -5%
OC
28
Oppenheimer & Co
New York
$630K -$3.25K -216 -0.5%
RFC
29
Regions Financial Corp
Alabama
$604K -$60 -4 -0%
SPIA
30
Steward Partners Investment Advisory
New York
$540K -$328K -21,811 -37%
SEI Investments
31
SEI Investments
Pennsylvania
$511K
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$505K -$89.4K -5,945 -15%
WAM
33
Wolverine Asset Management
Illinois
$468K +$240K +15,937 +102%
Wells Fargo
34
Wells Fargo
California
$364K +$2.51K +167 +0.7%
RJT
35
Raymond James Trust
Florida
$356K -$10.7K -710 -3%
EGA
36
Eagle Global Advisors
Texas
$341K
Bank of America
37
Bank of America
North Carolina
$329K +$39.2K +2,605 +13%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$326K
MCA
39
Magnolia Capital Advisors
Mississippi
$277K +$281K +18,681 New
DADC
40
D.A. Davidson & Co
Montana
$270K +$67.7K +4,500 +33%
MAFM
41
Mid Atlantic Financial Management
Pennsylvania
$266K +$46.2K +3,072 +21%
WA
42
Wambolt & Associates
Colorado
$255K +$11.2K +746 +5%
KC
43
Kingfisher Capital
North Carolina
$253K +$6.98K +464 +3%
PFS
44
Prospera Financial Services
Texas
$251K +$8.48K +564 +3%
BW
45
Bison Wealth
Georgia
$225K
LNC
46
Lincoln National Corp
Pennsylvania
$199K +$202K +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 +$182K +12,112 New
ASN
50
Advisory Services Network
Georgia
$171K +$173K +11,502 New