Fidus Investment
FDUS
47 hedge funds and large institutions have $64.1M invested in Fidus Investment in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 11 closing their positions.
260% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 5
8% more capital invested
Capital invested by funds: $59.1M → $64.1M (+$5.01M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
4% less funds holding
Funds holding: 49 → 47 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $105K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$1.08M |
| 2 |
Two Sigma Advisers
New York
|
+$1.05M |
| 3 |
Two Sigma Investments
New York
|
+$886K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$818K |
| 5 |
Morgan Stanley
New York
|
+$443K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.44M |
| 2 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
-$2.08M |
| 3 |
DC
Deere & Company
Moline,
Illinois
|
-$444K |
| 4 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
-$287K |
| 5 |
Goldman Sachs
New York
|
-$271K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Goldman Sachs
New York
| – | -$271K | -16,411 | Closed |
|
52
Jane Street
New York
| – | -$184K | -11,173 | Closed |
|
53
Creative Planning
Overland Park,
Kansas
| – | -$77K | -4,681 | Closed |
|
54
BNP Paribas Financial Markets
Paris,
France
| – | -$23.7K | -1,437 | Closed |
|
55
Barclays
London,
United Kingdom
| – | -$16K | -971 | Closed |
|
56
Citigroup
New York
| – | -$2K | -143 | Closed |
|
57
Ameriprise
Minneapolis,
Minnesota
| – | -$2K | -120 | Closed |
|
FDUS Hedge Fund Activity: Q4 2014 in Review
47 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q4 2014, worth a combined $64.1M — up 8.5% from $59.1M a quarter earlier.
Fund positioning in FDUS was balanced in Q4 2014: 11 funds opened new positions, 11 closed out, 18 added to existing stakes and 5 trimmed.
The largest buyer was BB&T Securities, adding an estimated $1.08M. The largest seller was Advisors Asset Management, cutting an estimated $2.44M.
- 47 institutional investors held Fidus Investment (FDUS) as of Q4 2014, down from 49 in Q3 2014.
- Funds reported $64.1M of Fidus Investment stock for Q4 2014, up 8.5% quarter-over-quarter.
- 11 funds opened new Fidus Investment positions in Q4 2014 and 11 closed out, a net change of 0 holders.
- The largest Fidus Investment buyer in Q4 2014 was BB&T Securities, an estimated $1.08M added.
- The largest Fidus Investment seller in Q4 2014 was Advisors Asset Management, an estimated $2.44M sold.
Based on aggregated 13F filings for Q4 2014.