Fidus Investment
FDUS
75 hedge funds and large institutions have $103M invested in Fidus Investment in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
25% more capital invested
Capital invested by funds: $82.3M → $103M (+$20.4M)
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
1% more funds holding
Funds holding: 74 → 75 (+1)
4% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 23
0.36% less ownership
Funds ownership: 28.79% → 28.43% (-0.36%)
25% less call options, than puts
Call options by funds: $24K | Put options by funds: $32K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.02M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.95M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.8M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.52M |
| 5 |
Millennium Management
New York
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AM
Ares Management
Los Angeles,
California
|
-$3.48M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$1.9M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.23M |
| 4 |
SG
StepStone Group
La Jolla,
California
|
-$692K |
| 5 |
JP Morgan Chase
New York
|
-$610K |
FDUS Hedge Fund Activity: Q1 2019 in Review
75 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q1 2019, worth a combined $103M — up 25% from $82.3M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FDUS positions and 10 closed out — a net gain of 1 holder — while 24 added to existing stakes and 23 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $2.02M. The largest seller was Ares Management, exiting entirely with an estimated $3.48M sold.
- 75 institutional investors held Fidus Investment (FDUS) as of Q1 2019, up from 74 in Q4 2018.
- Funds reported $103M of Fidus Investment stock for Q1 2019, up 25% quarter-over-quarter.
- 11 funds opened new Fidus Investment positions in Q1 2019 and 10 closed out, a net change of +1 holder.
- The largest Fidus Investment buyer in Q1 2019 was Arrowstreet Capital, an estimated $2.02M added.
- The largest Fidus Investment seller in Q1 2019 was Ares Management, an estimated $3.48M sold.
Based on aggregated 13F filings for Q1 2019.