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Fidus Investment
FDUS

Overview Fund Activity

70 hedge funds and large institutions have $97.7M invested in Fidus Investment in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
22
Reduced
17
Closed
12
Calls
$270K
Puts
$119K
Net Calls
+$151K
Net Calls Change
+$307K

Top Buyers

1
KCM
1
Kennedy Capital Management
Missouri
$7.89M
2
WFI
2
West Family Investments
California
$7.78M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$2.08M
4
BTS
4
BB&T Securities
Virginia
$3.54M
5
Millennium Management
5
Millennium Management
New York
$1.3M

Top Sellers

1
AM
1
Ares Management
California
$3.14M
2
MC
2
Muzinich & Co
New York
$6.74M
3
OCG
3
Opus Capital Group
Ohio
$0
4
Ohio Public Employees Retirement System (OPERS)
4
Ohio Public Employees Retirement System (OPERS)
Ohio
$0
5
UBS Group
5
UBS Group
Switzerland
$6.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
51
Advantage Investment Management
Iowa
$90K +$90K +7,009 New
Canada Life
52
Canada Life
Manitoba, Canada
$84K +$84K +6,490 New
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$81K -$26K -2,019 -24%
CFA
54
Carroll Financial Associates
North Carolina
$70K – – –
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$70K +$70K +5,400 New
AG
56
Advisor Group
Arizona
$64K – – –
PG
57
PEAK6 Group
Illinois
$61K +$61K +4,709 New
SPIA
58
Steward Partners Investment Advisory
New York
$34K – – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$34K +$34K +2,652 New
Citigroup
60
Citigroup
New York
$32K – – –
Simplex Trading
61
Simplex Trading
Illinois
$29K +$29K +2,307 New
Deutsche Bank
62
Deutsche Bank
Germany
$28K +$8.91K +700 +47%
SEI Investments
63
SEI Investments
Pennsylvania
$26K +$26K +2,000 New
PAM
64
Panagora Asset Management
Massachusetts
$18K – – –
TRCT
65
Tower Research Capital (TRC)
New York
$15K +$15K +1,174 New
FCAG
66
First Capital Advisors Group
New Jersey
$15K +$15K +1,183 New
SIAP
67
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$13K – – –
FMP
68
Financial Management Professionals
Texas
$13K +$13K +1,000 New
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K – – –
WAM
70
Wealthspire Advisors (Maryland)
Maryland
$2K – – –
OCG
71
Opus Capital Group
Ohio
– -$2.44M -160,704 Closed
Ohio Public Employees Retirement System (OPERS)
72
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$1.62M -107,000 Closed
ACM
73
Ativo Capital Management
Illinois
– -$1.06M -70,022 Closed
DADC
74
D.A. Davidson & Co
Montana
– -$301K -19,837 Closed
OAM
75
Oxford Asset Management
United Kingdom
– -$297K -19,478 Closed
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