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Fidus Investment
FDUS

112 hedge funds and large institutions have $168M invested in Fidus Investment in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $599K | Put options by funds: $243K

70% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 27

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

12% more capital invested

Capital invested by funds: $150M → $168M (+$17.4M)

1% more funds holding

Funds holding: 111 → 112 (+1)

0.38% more ownership

Funds ownership: 23.14% → 23.52% (+0.38%)

Holders
112
Holders Change
+1
Holders Change %
+0.9%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
46
Reduced
27
Closed
15
Calls
$599K
Puts
$243K
Net Calls
+$356K
Net Calls Change
-$964K

Top Buyers

Rank Fund Capital Flow
1
CM
Columbus Macro
Pennsylvania
+$5.41M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$3.93M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.68M
4
TI
TrueMark Investments
Illinois
+$1.58M
5
HighTower Advisors
HighTower Advisors
Illinois
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.29M
2
Millennium Management
Millennium Management
New York
-$3.08M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$2.58M
4
Two Sigma Investments
Two Sigma Investments
New York
-$2.05M
5
Invesco
Invesco
Georgia
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
26
Muzinich & Co
New York
$1.74M +$209K +10,312 +14%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$1.71M +$209K +10,312 +15%
LPL Financial
28
LPL Financial
California
$1.67M +$52.8K +2,603 +3%
TI
29
TrueMark Investments
Illinois
$1.64M +$1.58M +77,795 New
CAGAS
30
Capital Advisory Group Advisory Services
Minnesota
$1.62M +$291K +14,362 +23%
LCWP
31
Legacy Capital Wealth Partners
Arkansas
$1.49M -$77.5K -3,822 -5%
CIAS
32
Capital Investment Advisory Services
North Carolina
$1.38M +$145K +7,156 +12%
PVM
33
Palogic Value Management
Texas
$1.34M +$138K +6,804 +12%
IWM
34
IHT Wealth Management
Illinois
$1.27M +$110K +5,436 +10%
EBT
35
Enterprise Bank & Trust
Massachusetts
$1.18M – – –
WWM
36
WT Wealth Management
Arizona
$1.17M -$44.6K -2,200 -4%
CCIA
37
Campbell & Co Investment Adviser
Maryland
$1.03M -$21.1K -1,040 -2%
Truist Financial
38
Truist Financial
North Carolina
$1.01M +$25.6K +1,261 +3%
Credit Agricole
39
Credit Agricole
France
$1M +$528K +26,050 +121%
HWAM
40
Hennion & Walsh Asset Management
New Jersey
$934K +$194K +9,559 +27%
VEA
41
Virtus ETF Advisers
New York
$844K +$57.1K +2,819 +8%
HF
42
HRT Financial
New York
$837K +$599K +29,540 +287%
GCM
43
Greenland Capital Management
New York
$788K +$456K +22,500 +150%
DC
44
Davenport & Co
Virginia
$762K – – –
LFAS
45
Level Four Advisory Services
Texas
$742K -$27.2K -1,344 -4%
RP
46
Riverbridge Partners
Minnesota
$716K +$690K +34,071 New
HCP
47
Hexagon Capital Partners
Arkansas
$674K +$5.51K +272 +0.9%
DADC
48
D.A. Davidson & Co
Montana
$660K +$90.9K +4,485 +17%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$611K +$750 +37 +0.1%
Canada Life
50
Canada Life
Manitoba, Canada
$553K -$11.3K -556 -2%
1
2
3 4 5

FDUS Hedge Fund Activity: Q4 2024 in Review

112 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q4 2024, worth a combined $168M — up 12% from $150M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FDUS positions and 15 closed out — a net gain of 5 holders — while 46 added to existing stakes and 27 trimmed.

The largest buyer was Columbus Macro, opening a new position worth an estimated $5.41M. The largest seller was Morgan Stanley, cutting an estimated $3.29M.

  • 112 institutional investors held Fidus Investment (FDUS) as of Q4 2024, up from 111 in Q3 2024.
  • Funds reported $168M of Fidus Investment stock for Q4 2024, up 12% quarter-over-quarter.
  • 20 funds opened new Fidus Investment positions in Q4 2024 and 15 closed out, a net change of +5 holders.
  • The largest Fidus Investment buyer in Q4 2024 was Columbus Macro, an estimated $5.41M added.
  • The largest Fidus Investment seller in Q4 2024 was Morgan Stanley, an estimated $3.29M sold.

Based on aggregated 13F filings for Q4 2024.