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Fidus Investment
FDUS

Overview Fund Activity

68 hedge funds and large institutions have $119M invested in Fidus Investment in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
22
Reduced
22
Closed
10
Calls
–
Puts
$156K
Net Calls
-$156K
Net Calls Change
-$402K

Top Buyers

1
KCM
1
Kennedy Capital Management
Missouri
$3.8M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.71M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$1.29M
4
WFI
4
West Family Investments
California
$5.96M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2M

Top Sellers

1
YMRC
1
Yorktown Management & Research Company
Virginia
$0
2
MC
2
Muzinich & Co
New York
$16.2M
3
AR
3
Advisory Research
Illinois
$3.42M
4
SMDAM
4
Sumitomo Mitsui DS Asset Management
Japan
$3.26M
5
AAM
5
Advisors Asset Management
Colorado
$5.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
51
Macquarie Group
Australia
$115K +$106K +6,998 +1,166%
Wells Fargo
52
Wells Fargo
California
$86K +$39.2K +2,578 +84%
CFA
53
Carroll Financial Associates
North Carolina
$82K -$7.51K -500 -8%
AG
54
Advisor Group
Arizona
$75K +$18.5K +1,230 +33%
SPIA
55
Steward Partners Investment Advisory
New York
$40K +$19.9K +1,340 +99%
Citigroup
56
Citigroup
New York
$38K – – –
Bank of America
57
Bank of America
North Carolina
$27K +$11.9K +790 +79%
Deutsche Bank
58
Deutsche Bank
Germany
$22K -$17.6K -1,200 -44%
BWM
59
Baystate Wealth Management
Massachusetts
$22K – – –
PAM
60
Panagora Asset Management
Massachusetts
$21K – – –
APA
61
American Portfolios Advisors
New York
$17.5K +$17.5K +1,153 New
SIAP
62
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K – – –
FNB
63
Farmers National Bank
Kentucky
$15K +$15K +1,000 New
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14K +$5.07K +334 +57%
DCM
65
Delpha Capital Management
New York
$11K +$11K +710 New
TC
66
Telemus Capital
Michigan
$3K +$3K +175 New
WAM
67
Wealthspire Advisors (Maryland)
Maryland
$2K -$548 -40 -22%
Barclays
68
Barclays
United Kingdom
$1K +$1K +86 New
YMRC
69
Yorktown Management & Research Company
Virginia
– -$4.42M -275,000 Closed
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
– -$334K -20,742 Closed
VF
71
Virtu Financial
New York
– -$256K -15,920 Closed
ACI
72
Alpha Cubed Investments
California
– -$235K -14,641 Closed
KC
73
Kingfisher Capital
North Carolina
– -$214K -13,332 Closed
CIBC World Market
74
CIBC World Market
Ontario, Canada
– -$165K -10,245 Closed
MFW
75
Mosaic Family Wealth
Missouri
– -$115K -7,177 Closed
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