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Fidus Investment
FDUS

117 hedge funds and large institutions have $182M invested in Fidus Investment in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

60% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 30

36% more capital invested

Capital invested by funds: $134M → $182M (+$48.5M)

9% more funds holding

Funds holding: 107 → 117 (+10)

4.98% more ownership

Funds ownership: 27.59% → 32.58% (+5%)

48% less call options, than puts

Call options by funds: $553K | Put options by funds: $1.07M

Holders
117
Holders Change
+10
Holders Change %
+9.35%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
48
Reduced
30
Closed
5
Calls
$553K
Puts
$1.07M
Net Calls
-$515K
Net Calls Change
-$1.23M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$10.8M
2
Morgan Stanley
Morgan Stanley
New York
+$9.88M
3
VanEck Associates
VanEck Associates
New York
+$2.33M
4
Ameriprise
Ameriprise
Minnesota
+$1.43M
5
GA
GraniteShares Advisors
New York
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.59M
2
AR
Advisory Research
Illinois
-$922K
3
AAM
Advisors Asset Management
Colorado
-$801K
4
RJA
Raymond James & Associates
Florida
-$633K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
-$623K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCWP
26
Legacy Capital Wealth Partners
Arkansas
$1.55M +$143K +7,493 +11%
Goldman Sachs
27
Goldman Sachs
New York
$1.53M +$191K +9,998 +15%
TI
28
Trexquant Investment
Connecticut
$1.51M +$963K +50,469 +192%
GA
29
GraniteShares Advisors
New York
$1.48M +$1.43M +74,924 New
LPL Financial
30
LPL Financial
California
$1.43M +$109K +5,716 +9%
Tudor Investment Corp
31
Tudor Investment Corp
Connecticut
$1.41M +$161K +8,432 +13%
WWM
32
WT Wealth Management
Arizona
$1.32M -$24.5K -1,285 -2%
MC
33
Muzinich & Co
New York
$1.28M -$13.4K -700 -1%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$1.25M – – –
UBS Group
35
UBS Group
Switzerland
$1.24M +$265K +13,882 +28%
EBT
36
Enterprise Bank & Trust
Massachusetts
$1.1M – – –
PVM
37
Palogic Value Management
Texas
$1.01M +$46.1K +2,415 +5%
JF
38
Jump Financial
Illinois
$923K +$275K +14,396 +44%
CAGAS
39
Capital Advisory Group Advisory Services
Minnesota
$895K -$4.41K -231 -0.5%
Truist Financial
40
Truist Financial
North Carolina
$884K -$148K -7,730 -15%
CIAS
41
Capital Investment Advisory Services
North Carolina
$790K +$79.1K +4,143 +12%
RJT
42
Raymond James Trust
Florida
$779K +$6.03K +316 +0.8%
IWM
43
IHT Wealth Management
Illinois
$779K +$42.3K +2,216 +6%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$767K -$73K -3,825 -9%
PI
45
Putnam Investments
Massachusetts
$750K +$268K +14,026 +58%
DC
46
Davenport & Co
Virginia
$743K – – –
CAN
47
Cetera Advisor Networks
California
$633K +$87.7K +4,597 +17%
HCP
48
Hexagon Capital Partners
Arkansas
$625K – – –
HighTower Advisors
49
HighTower Advisors
Illinois
$601K +$28.6K +1,500 +5%
LFAS
50
Level Four Advisory Services
Texas
$557K -$2.5K -131 -0.5%
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FDUS Hedge Fund Activity: Q4 2023 in Review

117 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q4 2023, worth a combined $182M — up 36% from $134M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FDUS positions and 5 closed out — a net gain of 10 holders — while 48 added to existing stakes and 30 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $10.8M. The largest seller was Acadian Asset Management, cutting an estimated $1.59M.

  • 117 institutional investors held Fidus Investment (FDUS) as of Q4 2023, up from 107 in Q3 2023.
  • Funds reported $182M of Fidus Investment stock for Q4 2023, up 36% quarter-over-quarter.
  • 15 funds opened new Fidus Investment positions in Q4 2023 and 5 closed out, a net change of +10 holders.
  • The largest Fidus Investment buyer in Q4 2023 was Invesco, an estimated $10.8M added.
  • The largest Fidus Investment seller in Q4 2023 was Acadian Asset Management, an estimated $1.59M sold.

Based on aggregated 13F filings for Q4 2023.