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Fidus Investment
FDUS

Overview Fund Activity

67 hedge funds and large institutions have $121M invested in Fidus Investment in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 11 closing their positions.

Holders
67
Holders Change
-3
Holders Change %
-4.29%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
21
Reduced
19
Closed
11
Calls
$246K
Puts
–
Net Calls
+$246K
Net Calls Change
-$1.04M

Top Buyers

1
MC
1
Muzinich & Co
New York
$20.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.17M
3
BTS
3
BB&T Securities
Virginia
$3.53M
4
YMRC
4
Yorktown Management & Research Company
Virginia
$4.42M
5
SGI
5
Summit Global Investments
Utah
$484K

Top Sellers

1
OCG
1
Opus Capital Group
Ohio
$2.7M
2
SIC
2
Salem Investment Counselors
North Carolina
$0
3
AM
3
Ares Management
California
$4.48M
4
MC
4
Moors & Cabot
Massachusetts
$0
5
OIA
5
Optimum Investment Advisors
Illinois
$388K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
51
Carroll Financial Associates
North Carolina
$95K – – –
AG
52
Advisor Group
Arizona
$60K – – –
Wells Fargo
53
Wells Fargo
California
$49K -$2.82K -177 -5%
Deutsche Bank
54
Deutsche Bank
Germany
$43K +$4.78K +300 +13%
Citigroup
55
Citigroup
New York
$40K – – –
BWM
56
Baystate Wealth Management
Massachusetts
$24K – – –
PAM
57
Panagora Asset Management
Massachusetts
$22K – – –
SPIA
58
Steward Partners Investment Advisory
New York
$21K -$32.2K -2,083 -60%
Bank of America
59
Bank of America
North Carolina
$16K -$9.6K -600 -38%
SIAP
60
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$16K – – –
TRCT
61
Tower Research Capital (TRC)
New York
$12K +$12K +738 New
Macquarie Group
62
Macquarie Group
Australia
$10K +$10K +600 New
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9K – – –
WFI
64
West Family Investments
California
$5.05K +$217 +13,510 +4%
PCM
65
Penserra Capital Management
California
$5K -$529 -33 -10%
WAM
66
Wealthspire Advisors (Maryland)
Maryland
$3K – – –
HR
67
Howe & Rusling
New York
$2K – – –
SIC
68
Salem Investment Counselors
North Carolina
– -$723K -43,000 Closed
MC
69
Moors & Cabot
Massachusetts
– -$349K -20,800 Closed
TSS
70
Two Sigma Securities
New York
– -$225K -13,367 Closed
Stifel Financial
71
Stifel Financial
Missouri
– -$196K -11,600 Closed
Baird Financial Group
72
Baird Financial Group
Wisconsin
– -$187K -11,103 Closed
US Bancorp
73
US Bancorp
Minnesota
– -$138K -8,200 Closed
CT
74
Clearstead Trust
Maine
– -$51K -3,025 Closed
Barclays
75
Barclays
United Kingdom
– -$17K -1,000 Closed
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