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Fidus Investment
FDUS

89 hedge funds and large institutions have $81.5M invested in Fidus Investment in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,913% more call options, than puts

Call options by funds: $721K | Put options by funds: $8K

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

5% more funds holding

Funds holding: 85 → 89 (+4)

1% more capital invested

Capital invested by funds: $81M → $81.5M (+$583K)

0.34% more ownership

Funds ownership: 19.08% → 19.42% (+0.34%)

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
33
Reduced
27
Closed
7
Calls
$721K
Puts
$8K
Net Calls
+$713K
Net Calls Change
+$91K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$950K
2
QC
Quadrature Capital
United Kingdom
+$568K
3
AWM
AE Wealth Management
Kansas
+$512K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$336K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$307K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$989K
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$622K
3
VanEck Associates
VanEck Associates
New York
-$505K
4
Group One Trading
Group One Trading
Illinois
-$239K
5
BRWA
B. Riley Wealth Advisors
Florida
-$211K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
PFG Advisors
Arizona
$659K +$16.1K +851 +2%
LPL Financial
27
LPL Financial
California
$654K +$74.7K +3,941 +12%
BPC
28
Banque Pictet & Cie
Switzerland
$548K +$14.8K +783 +3%
PNAA
29
Pictet North America Advisors
Switzerland
$548K +$14.8K +783 +3%
CAN
30
Cetera Advisor Networks
California
$544K +$19.9K +1,051 +3%
Mackenzie Financial
31
Mackenzie Financial
Ontario, Canada
$529K -$202K -10,662 -26%
Osaic Holdings
32
Osaic Holdings
Arizona
$523K +$37.9K +2,000 +7%
Canada Life
33
Canada Life
Manitoba, Canada
$515K +$22.1K +1,165 +4%
DC
34
Davenport & Co
Virginia
$500K -$52.1K -2,750 -9%
HCP
35
Hexagon Capital Partners
Arkansas
$490K – – –
AWM
36
AE Wealth Management
Kansas
$464K +$512K +27,023 New
KC
37
Kingfisher Capital
North Carolina
$398K +$10.4K +546 +2%
STA
38
Summit Trail Advisors
New York
$387K – – –
WSTAM
39
Wilbanks Smith & Thomas Asset Management
Virginia
$377K – – –
DADC
40
D.A. Davidson & Co
Montana
$367K -$8.85K -467 -2%
OIA
41
Optimum Investment Advisors
Illinois
$352K -$66.8K -3,525 -15%
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$349K +$65.4K +3,447 +20%
EGA
43
Eagle Global Advisors
Texas
$345K -$162K -8,570 -30%
MCA
44
Magnolia Capital Advisors
Mississippi
$327K -$4.19K -221 -1%
BFA
45
Bragg Financial Advisors
North Carolina
$309K – – –
OC
46
Oppenheimer & Co
New York
$308K -$46.8K -2,470 -12%
BRWA
47
B. Riley Wealth Advisors
Florida
$305K -$211K -11,115 -39%
SPIA
48
Steward Partners Investment Advisory
New York
$304K +$8.46K +446 +3%
VEA
49
Virtus ETF Advisers
New York
$294K -$125K -6,586 -28%
Millennium Management
50
Millennium Management
New York
$291K -$204K -10,763 -39%
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FDUS Hedge Fund Activity: Q3 2022 in Review

89 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q3 2022, worth a combined $81.5M — up 0.72% from $81M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FDUS positions and 7 closed out — a net gain of 4 holders — while 33 added to existing stakes and 27 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $950K. The largest seller was Morgan Stanley, cutting an estimated $989K.

  • 89 institutional investors held Fidus Investment (FDUS) as of Q3 2022, up from 85 in Q2 2022.
  • Funds reported $81.5M of Fidus Investment stock for Q3 2022, up 0.72% quarter-over-quarter.
  • 11 funds opened new Fidus Investment positions in Q3 2022 and 7 closed out, a net change of +4 holders.
  • The largest Fidus Investment buyer in Q3 2022 was Citadel Advisors, an estimated $950K added.
  • The largest Fidus Investment seller in Q3 2022 was Morgan Stanley, an estimated $989K sold.

Based on aggregated 13F filings for Q3 2022.