Fidus Investment
FDUS
63 hedge funds and large institutions have $86.3M invested in Fidus Investment in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 6 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 9
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
24.92% more ownership
Funds ownership: 0% → 24.92% (+25%)
22% more capital invested
Capital invested by funds: $70.6M → $86.3M (+$15.7M)
13% more funds holding
Funds holding: 56 → 63 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
54% less call options, than puts
Call options by funds: $227K | Put options by funds: $491K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Muzinich & Co
New York
|
+$2.58M |
| 2 |
AM
Ares Management
Los Angeles,
California
|
+$1.81M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.64M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.39M |
| 5 |
AR
Advisory Research
Chicago,
Illinois
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$219K |
| 2 |
DTL
Dynamic Technology Lab
Singapore
|
-$212K |
| 3 |
TSS
Two Sigma Securities
New York
|
-$204K |
| 4 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
-$104K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$98.5K |
FDUS Hedge Fund Activity: Q4 2016 in Review
63 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q4 2016, worth a combined $86.3M — up 22% from $70.6M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FDUS positions and 6 closed out — a net gain of 7 holders — while 30 added to existing stakes and 9 trimmed.
The largest buyer was Muzinich & Co, adding an estimated $2.58M. The largest seller was Bison Wealth, cutting an estimated $219K.
- 63 institutional investors held Fidus Investment (FDUS) as of Q4 2016, up from 56 in Q3 2016.
- Funds reported $86.3M of Fidus Investment stock for Q4 2016, up 22% quarter-over-quarter.
- 13 funds opened new Fidus Investment positions in Q4 2016 and 6 closed out, a net change of +7 holders.
- The largest Fidus Investment buyer in Q4 2016 was Muzinich & Co, an estimated $2.58M added.
- The largest Fidus Investment seller in Q4 2016 was Bison Wealth, an estimated $219K sold.
Based on aggregated 13F filings for Q4 2016.