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Fidus Investment
FDUS

75 hedge funds and large institutions have $115M invested in Fidus Investment in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

26,650% more call options, than puts

Call options by funds: $535K | Put options by funds: $2K

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

12% more capital invested

Capital invested by funds: $103M → $115M (+$12.1M)

1.01% more ownership

Funds ownership: 28.43% → 29.44% (+1%)

0% more funds holding

Funds holding: 75 → 75 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
75
Holders Change
–
Holders Change %
0%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
25
Reduced
19
Closed
11
Calls
$535K
Puts
$2K
Net Calls
+$533K
Net Calls Change
+$541K

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.11M
2
VEA
Virtus ETF Advisers
New York
+$3.49M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.19M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$696K
5
Two Sigma Investments
Two Sigma Investments
New York
+$692K

Top Sellers

Rank Fund Capital Flow
1
SG
StepStone Group
California
-$3.25M
2
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
-$1.31M
3
KCM
Kennedy Capital Management
Missouri
-$1.17M
4
Marshall Wace
Marshall Wace
United Kingdom
-$1.07M
5
MC
Muzinich & Co
New York
-$514K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
51
Andesa Financial Management
Pennsylvania
$170K -$259K -16,310 -60%
OAM
52
Oxford Asset Management
United Kingdom
$164K +$163K +10,286 New
DADC
53
D.A. Davidson & Co
Montana
$161K +$160K +10,100 New
MML Investors Services
54
MML Investors Services
Massachusetts
$160K -$14.8K -930 -8%
QCIG
55
Quad-Cities Investment Group
Iowa
$157K +$3.27K +206 +2%
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$139K -$15.9K -1,000 -10%
Canada Life
57
Canada Life
Manitoba, Canada
$122K – – –
Russell Investments Group
58
Russell Investments Group
United Kingdom
$93K – – –
CFA
59
Carroll Financial Associates
North Carolina
$87K – – –
BBHC
60
Brown Brothers Harriman & Co
New York
$85K -$103K -6,491 -55%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$85K -$4.75K -299 -5%
AG
62
Advisor Group
Arizona
$78K +$587 +37 +0.7%
LWANC
63
Laurel Wealth Advisors (North Carolina)
North Carolina
$44K – – –
Citigroup
64
Citigroup
New York
$40K +$381 +24 +1%
TPWA
65
TRUE Private Wealth Advisors
Oregon
$23K +$23.8K +1,500 New
TRCT
66
Tower Research Capital (TRC)
New York
$22K -$21.7K -1,365 -50%
CIAS
67
Capital Investment Advisory Services
North Carolina
$16K – – –
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.6K +$13.5K +850 New
S
69
SignatureFD
Georgia
$13K +$12.7K +800 New
FHA
70
First Horizon Advisors
Tennessee
$10K -$5.79K -365 -37%
BC
71
Barnett & Company
Tennessee
$5K – – –
PAM
72
Panagora Asset Management
Massachusetts
$5K – – –
LFG
73
Larson Financial Group
Missouri
$5K +$111 +7 +2%
Deutsche Bank
74
Deutsche Bank
Germany
$4K +$4.76K +300 New
Group One Trading
75
Group One Trading
Illinois
$3K – – –
1 2
3
4

FDUS Hedge Fund Activity: Q2 2019 in Review

75 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q2 2019, worth a combined $115M — up 12% from $103M a quarter earlier.

Fund positioning in FDUS was balanced in Q2 2019: 11 funds opened new positions, 11 closed out, 25 added to existing stakes and 19 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $4.11M. The largest seller was StepStone Group, exiting entirely with an estimated $3.25M sold.

  • 75 institutional investors held Fidus Investment (FDUS) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $115M of Fidus Investment stock for Q2 2019, up 12% quarter-over-quarter.
  • 11 funds opened new Fidus Investment positions in Q2 2019 and 11 closed out, a net change of 0 holders.
  • The largest Fidus Investment buyer in Q2 2019 was Arrowstreet Capital, an estimated $4.11M added.
  • The largest Fidus Investment seller in Q2 2019 was StepStone Group, an estimated $3.25M sold.

Based on aggregated 13F filings for Q2 2019.