Fidus Investment
FDUS
52 hedge funds and large institutions have $59.6M invested in Fidus Investment in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 3 closing their positions.
398% more call options, than puts
Call options by funds: $1M | Put options by funds: $202K
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
133% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 9
16% more funds holding
Funds holding: 45 → 52 (+7)
15% more capital invested
Capital invested by funds: $52M → $59.6M (+$7.61M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.97M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.42M |
| 3 |
Two Sigma Investments
New York
|
+$873K |
| 4 |
WFI
West Family Investments
Carlsbad,
California
|
+$799K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$769K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Buckhead Capital Management
Atlanta,
Georgia
|
-$501K |
| 2 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
-$307K |
| 3 |
D.E. Shaw & Co
New York
|
-$293K |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$198K |
| 5 |
Morgan Stanley
New York
|
-$116K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CG
51
Cutler Group
San Francisco,
California
| $1K | -$12K | -781 | -89% |
|
|
52
D.E. Shaw & Co
New York
| – | -$293K | -18,867 | Closed |
|
|
AIG
53
American International Group
New York
| – | -$24K | -1,516 | Closed |
|
|
PI
54
PineBridge Investments
New York
| – | -$19K | -1,231 | Closed |
|
FDUS Hedge Fund Activity: Q2 2016 in Review
52 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q2 2016, worth a combined $59.6M — up 15% from $52M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FDUS positions and 3 closed out — a net gain of 7 holders — while 21 added to existing stakes and 9 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $1.97M. The largest seller was Buckhead Capital Management, cutting an estimated $501K.
- 52 institutional investors held Fidus Investment (FDUS) as of Q2 2016, up from 45 in Q1 2016.
- Funds reported $59.6M of Fidus Investment stock for Q2 2016, up 15% quarter-over-quarter.
- 10 funds opened new Fidus Investment positions in Q2 2016 and 3 closed out, a net change of +7 holders.
- The largest Fidus Investment buyer in Q2 2016 was Raymond James & Associates, an estimated $1.97M added.
- The largest Fidus Investment seller in Q2 2016 was Buckhead Capital Management, an estimated $501K sold.
Based on aggregated 13F filings for Q2 2016.