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Fidus Investment

85 hedge funds and large institutions have $81M invested in Fidus Investment in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $786K | Put options by funds: $164K

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

9% more funds holding

Funds holding: 7885 (+7)

0.93% less ownership

Funds ownership: 20.01%19.08% (-0.93%)

16% less capital invested

Capital invested by funds: $96.7M → $81M (-$15.8M)

25% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 28

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
21
Reduced
28
Closed
13
Calls
$786K
Puts
$164K
Net Calls
+$622K
Net Calls Change
-$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
51
American Portfolios Advisors
New York
$259K +$287K +14,843 New
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$259K -$16.1K -834 -5%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$244K +$232 +12 +0.1%
SCA
54
Snowden Capital Advisors
New York
$232K
MCM
55
MAI Capital Management
Ohio
$232K +$15.3K +791 +6%
N
56
Natixis
France
$222K +$246K +12,725 New
Group One Trading
57
Group One Trading
Illinois
$220K +$244K +12,612 New
BW
58
Bison Wealth
Georgia
$217K
William Blair & Company
59
William Blair & Company
Illinois
$217K
PFS
60
Prospera Financial Services
Texas
$216K -$135K -7,011 -36%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$180K +$199K +10,315 New
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$175K -$228K -11,796 -54%
Wells Fargo
63
Wells Fargo
California
$146K -$67.6K -3,499 -29%
BAM
64
Belpointe Asset Management
Nevada
$144K +$14.4K +747 +10%
Acadian Asset Management
65
Acadian Asset Management
Massachusetts
$136K +$150K +7,768 New
BBHC
66
Brown Brothers Harriman & Co
New York
$93K
GWSG
67
GPS Wealth Strategies Group
Colorado
$85K +$618 +32 +0.7%
JP Morgan Chase
68
JP Morgan Chase
New York
$50K +$36.7K +1,900 +190%
PI
69
PEAK6 Investments
Illinois
$43K +$47.9K +2,480 New
ACM
70
Aquatic Capital Management
Illinois
$33K +$36.7K +1,900 New
CCM
71
Chilton Capital Management
Texas
$31K +$34.8K +1,800 New
CWM
72
Cedar Wealth Management
California
$30K
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$24K +$26.1K +1,350 New
Lazard Asset Management
74
Lazard Asset Management
New York
$24K +$27.3K +1,415 New
AWM
75
Activest Wealth Management
Florida
$20K

FDUS Hedge Fund Activity: Q2 2022 in Review

85 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q2 2022, worth a combined $81M — down 16% from $96.7M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FDUS positions and 13 closed out — a net gain of 7 holders — while 21 added to existing stakes and 28 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $918K. The largest seller was VanEck Associates, cutting an estimated $4.62M.

  • 85 institutional investors held Fidus Investment (FDUS) as of Q2 2022, up from 78 in Q1 2022.
  • Funds reported $81M of Fidus Investment stock for Q2 2022, down 16% quarter-over-quarter.
  • 20 funds opened new Fidus Investment positions in Q2 2022 and 13 closed out, a net change of +7 holders.
  • The largest Fidus Investment buyer in Q2 2022 was Advisors Asset Management, an estimated $918K added.
  • The largest Fidus Investment seller in Q2 2022 was VanEck Associates, an estimated $4.62M sold.

Based on aggregated 13F filings for Q2 2022.