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Fidus Investment
FDUS

115 hedge funds and large institutions have $152M invested in Fidus Investment in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

319% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $241K

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

24% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 34

4% more funds holding

Funds holding: 111 → 115 (+4)

2% more capital invested

Capital invested by funds: $149M → $152M (+$3.05M)

0.1% more ownership

Funds ownership: 24.66% → 24.76% (+0.1%)

Holders
115
Holders Change
+4
Holders Change %
+3.6%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
42
Reduced
34
Closed
7
Calls
$1.01M
Puts
$241K
Net Calls
+$769K
Net Calls Change
-$1.18M

Top Buyers

1
Two Sigma Advisers
Two Sigma Advisers
New York
+$3.64M
2
VanEck Associates
VanEck Associates
New York
+$2.48M
3
LCWP
Legacy Capital Wealth Partners
Arkansas
+$1.55M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.53M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$1.05M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$3.33M
2
QC
Quadrature Capital
United Kingdom
-$1.74M
3
Invesco
Invesco
Georgia
-$1.15M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.13M
5
JF
Jump Financial
Illinois
-$614K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.33M +$3.91K +197 +0.3%
MC
27
Muzinich & Co
New York
$1.31M +$45.7K +2,300 +4%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$1.28M – – –
WWM
29
WT Wealth Management
Arizona
$1.17M -$121K -6,072 -9%
RJT
30
Raymond James Trust
Florida
$1.1M +$370K +18,638 +49%
PVM
31
Palogic Value Management
Texas
$1.1M +$29.1K +1,467 +3%
EBT
32
Enterprise Bank & Trust
Massachusetts
$1.09M – – –
CAGAS
33
Capital Advisory Group Advisory Services
Minnesota
$1.05M +$184K +9,279 +21%
IWM
34
IHT Wealth Management
Illinois
$1.01M +$99.3K +4,997 +11%
CIAS
35
Capital Investment Advisory Services
North Carolina
$981K +$141K +7,101 +16%
VEA
36
Virtus ETF Advisers
New York
$899K +$299K +15,077 +49%
YIH
37
Y-Intercept (HK)
Hong Kong
$891K +$909K +45,750 New
Truist Financial
38
Truist Financial
North Carolina
$860K -$70K -3,523 -7%
Barclays
39
Barclays
United Kingdom
$840K -$343K -17,286 -29%
TI
40
Trexquant Investment
Connecticut
$814K -$49.2K -2,475 -6%
DC
41
Davenport & Co
Virginia
$735K – – –
AI
42
Atom Investors
Texas
$676K +$433K +21,779 +169%
HighTower Advisors
43
HighTower Advisors
Illinois
$648K +$8.6K +433 +1%
Citadel Advisors
44
Citadel Advisors
Florida
$648K +$43.6K +2,197 +7%
LFAS
45
Level Four Advisory Services
Texas
$641K +$91.5K +4,605 +16%
HCP
46
Hexagon Capital Partners
Arkansas
$618K – – –
HF
47
HRT Financial
New York
$618K -$55.1K -2,773 -8%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$561K +$45.1K +2,272 +9%
KC
49
Kingfisher Capital
North Carolina
$518K – – –
DADC
50
D.A. Davidson & Co
Montana
$504K +$42.1K +2,120 +9%
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FDUS Hedge Fund Activity: Q2 2024 in Review

115 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q2 2024, worth a combined $152M — up 2% from $149M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FDUS positions and 7 closed out — a net gain of 7 holders — while 42 added to existing stakes and 34 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $3.64M. The largest seller was Millennium Management, cutting an estimated $3.33M.

  • 115 institutional investors held Fidus Investment (FDUS) as of Q2 2024, up from 111 in Q1 2024.
  • Funds reported $152M of Fidus Investment stock for Q2 2024, up 2% quarter-over-quarter.
  • 14 funds opened new Fidus Investment positions in Q2 2024 and 7 closed out, a net change of +7 holders.
  • The largest Fidus Investment buyer in Q2 2024 was Two Sigma Advisers, an estimated $3.64M added.
  • The largest Fidus Investment seller in Q2 2024 was Millennium Management, an estimated $3.33M sold.

Based on aggregated 13F filings for Q2 2024.