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Fidus Investment
FDUS

78 hedge funds and large institutions have $96.7M invested in Fidus Investment in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,238% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $215K

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

8% more capital invested

Capital invested by funds: $89.4M → $96.7M (+$7.33M)

4% more funds holding

Funds holding: 75 → 78 (+3)

0.36% less ownership

Funds ownership: 20.37% → 20.01% (-0.36%)

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
26
Reduced
21
Closed
9
Calls
$2.88M
Puts
$215K
Net Calls
+$2.66M
Net Calls Change
+$175K

Top Buyers

Rank Fund Capital Flow
1
VanEck Associates
VanEck Associates
New York
+$3.66M
2
Two Sigma Investments
Two Sigma Investments
New York
+$1.22M
3
LCWP
Legacy Capital Wealth Partners
Arkansas
+$989K
4
Millennium Management
Millennium Management
New York
+$890K
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$655K

Top Sellers

Rank Fund Capital Flow
1
AM
Ares Management
California
-$8.83M
2
Morgan Stanley
Morgan Stanley
New York
-$818K
3
BlackRock
BlackRock
New York
-$759K
4
CRC
Curi RMB Capital
Illinois
-$719K
5
PWS
Peterson Wealth Services
Utah
-$340K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$275K +$523 +28 +0.2%
SCA
52
Snowden Capital Advisors
New York
$269K – – –
Bank of America
53
Bank of America
North Carolina
$263K +$672 +36 +0.3%
TI
54
Trexquant Investment
Connecticut
$262K +$242K +12,972 New
MCM
55
MAI Capital Management
Ohio
$252K -$23.3K -1,250 -9%
BW
56
Bison Wealth
Georgia
$251K – – –
William Blair & Company
57
William Blair & Company
Illinois
$251K – – –
Wells Fargo
58
Wells Fargo
California
$240K -$7.9K -423 -3%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$237K -$129K -6,913 -37%
ASN
60
Advisory Services Network
Georgia
$203K +$430 +23 +0.2%
Canada Life
61
Canada Life
Manitoba, Canada
$196K +$3.49K +187 +2%
BAM
62
Belpointe Asset Management
Nevada
$152K +$2.06K +110 +1%
BBHC
63
Brown Brothers Harriman & Co
New York
$108K – – –
GWSG
64
GPS Wealth Strategies Group
Colorado
$97K +$17.1K +913 +23%
MC
65
Muzinich & Co
New York
$49K -$188K -10,091 -9%
CWM
66
Cedar Wealth Management
California
$35K – – –
MAM
67
Meeder Asset Management
Ohio
$30K +$28.2K +1,510 New
AWM
68
Activest Wealth Management
Florida
$23K – – –
CM
69
Cornerstone Management
Georgia
$22.2K – – –
JP Morgan Chase
70
JP Morgan Chase
New York
$20K -$3.74K -200 -17%
TRCT
71
Tower Research Capital (TRC)
New York
$18K +$16.5K +883 New
Citigroup
72
Citigroup
New York
$14K +$13.1K +700 New
MMG
73
Monetary Management Group
Missouri
$10K +$9.34K +500 New
LWANC
74
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K – – –
GAM
75
Gemmer Asset Management
California
$5K – – –
1 2
3
4

FDUS Hedge Fund Activity: Q1 2022 in Review

78 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q1 2022, worth a combined $96.7M — up 8.2% from $89.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FDUS positions and 9 closed out — a net gain of 4 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was VanEck Associates, adding an estimated $3.66M. The largest seller was Ares Management, exiting entirely with an estimated $8.83M sold.

  • 78 institutional investors held Fidus Investment (FDUS) as of Q1 2022, up from 75 in Q4 2021.
  • Funds reported $96.7M of Fidus Investment stock for Q1 2022, up 8.2% quarter-over-quarter.
  • 13 funds opened new Fidus Investment positions in Q1 2022 and 9 closed out, a net change of +4 holders.
  • The largest Fidus Investment buyer in Q1 2022 was VanEck Associates, an estimated $3.66M added.
  • The largest Fidus Investment seller in Q1 2022 was Ares Management, an estimated $8.83M sold.

Based on aggregated 13F filings for Q1 2022.