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Fidus Investment
FDUS

78 hedge funds and large institutions have $96.7M invested in Fidus Investment in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,238% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $215K

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

8% more capital invested

Capital invested by funds: $89.4M → $96.7M (+$7.33M)

4% more funds holding

Funds holding: 75 → 78 (+3)

0.36% less ownership

Funds ownership: 20.37% → 20.01% (-0.36%)

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
26
Reduced
21
Closed
9
Calls
$2.88M
Puts
$215K
Net Calls
+$2.66M
Net Calls Change
+$175K

Top Buyers

Rank Fund Capital Flow
1
VanEck Associates
VanEck Associates
New York
+$3.66M
2
Two Sigma Investments
Two Sigma Investments
New York
+$1.22M
3
LCWP
Legacy Capital Wealth Partners
Arkansas
+$989K
4
Millennium Management
Millennium Management
New York
+$890K
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$655K

Top Sellers

Rank Fund Capital Flow
1
AM
Ares Management
California
-$8.83M
2
Morgan Stanley
Morgan Stanley
New York
-$818K
3
BlackRock
BlackRock
New York
-$759K
4
CRC
Curi RMB Capital
Illinois
-$719K
5
PWS
Peterson Wealth Services
Utah
-$340K
Name Holding Trade Value Shares
Change 		Change in
Stake
DC
26
Davenport & Co
Virginia
$671K -$11.7K -627 -2%
LPL Financial
27
LPL Financial
California
$665K +$135K +7,220 +28%
EGA
28
Eagle Global Advisors
Texas
$631K – – –
RJT
29
Raymond James Trust
Florida
$628K -$41.1K -2,200 -7%
VEA
30
Virtus ETF Advisers
New York
$610K +$48.5K +2,599 +9%
Citadel Advisors
31
Citadel Advisors
Florida
$604K +$217K +11,593 +63%
Osaic Holdings
32
Osaic Holdings
Arizona
$595K -$15.3K -821 -3%
HCP
33
Hexagon Capital Partners
Arkansas
$575K – – –
RFC
34
Regions Financial Corp
Alabama
$559K – – –
OIA
35
Optimum Investment Advisors
Illinois
$485K -$63.9K -3,423 -12%
OC
36
Oppenheimer & Co
New York
$482K +$3.12K +167 +0.7%
BRWA
37
B. Riley Wealth Advisors
Florida
$457K +$42.5K +2,277 +11%
STA
38
Summit Trail Advisors
New York
$454K – – –
KC
39
Kingfisher Capital
North Carolina
$445K +$10.6K +570 +3%
WSTAM
40
Wilbanks Smith & Thomas Asset Management
Virginia
$441K +$410K +21,950 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$440K +$407K +21,796 New
DADC
42
D.A. Davidson & Co
Montana
$434K – – –
MCA
43
Magnolia Capital Advisors
Mississippi
$417K -$14.5K -778 -4%
PFS
44
Prospera Financial Services
Texas
$391K +$5.79K +310 +2%
BFA
45
Bragg Financial Advisors
North Carolina
$363K – – –
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$353K -$116K -6,196 -26%
SPIA
47
Steward Partners Investment Advisory
New York
$351K -$18.5K -992 -5%
JF
48
Jump Financial
Illinois
$339K +$314K +16,800 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$317K +$63.2K +3,383 +27%
TC
50
Titleist Capital
Texas
$301K +$279K +14,926 New
1
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FDUS Hedge Fund Activity: Q1 2022 in Review

78 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q1 2022, worth a combined $96.7M — up 8.2% from $89.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FDUS positions and 9 closed out — a net gain of 4 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was VanEck Associates, adding an estimated $3.66M. The largest seller was Ares Management, exiting entirely with an estimated $8.83M sold.

  • 78 institutional investors held Fidus Investment (FDUS) as of Q1 2022, up from 75 in Q4 2021.
  • Funds reported $96.7M of Fidus Investment stock for Q1 2022, up 8.2% quarter-over-quarter.
  • 13 funds opened new Fidus Investment positions in Q1 2022 and 9 closed out, a net change of +4 holders.
  • The largest Fidus Investment buyer in Q1 2022 was VanEck Associates, an estimated $3.66M added.
  • The largest Fidus Investment seller in Q1 2022 was Ares Management, an estimated $8.83M sold.

Based on aggregated 13F filings for Q1 2022.