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Fidus Investment
FDUS

89 hedge funds and large institutions have $81.5M invested in Fidus Investment in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,913% more call options, than puts

Call options by funds: $721K | Put options by funds: $8K

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

5% more funds holding

Funds holding: 85 → 89 (+4)

1% more capital invested

Capital invested by funds: $81M → $81.5M (+$583K)

0.34% more ownership

Funds ownership: 19.08% → 19.42% (+0.34%)

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
33
Reduced
27
Closed
7
Calls
$721K
Puts
$8K
Net Calls
+$713K
Net Calls Change
+$91K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$950K
2
QC
Quadrature Capital
United Kingdom
+$568K
3
AWM
AE Wealth Management
Kansas
+$512K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$336K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$307K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$989K
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$622K
3
VanEck Associates
VanEck Associates
New York
-$505K
4
Group One Trading
Group One Trading
Illinois
-$239K
5
BRWA
B. Riley Wealth Advisors
Florida
-$211K
Name Holding Trade Value Shares
Change 		Change in
Stake
N
51
Natixis
France
$279K +$64.8K +3,420 +27%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$277K +$307K +16,175 New
Acadian Asset Management
53
Acadian Asset Management
Massachusetts
$272K +$154K +8,133 +105%
APA
54
American Portfolios Advisors
New York
$260K +$5.61K +296 +2%
JF
55
Jump Financial
Illinois
$256K +$282K +14,900 New
AWA
56
Arete Wealth Advisors
Illinois
$252K +$278K +14,650 New
Bank of America
57
Bank of America
North Carolina
$230K -$48.2K -2,544 -16%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$229K -$6.35K -335 -2%
SCA
59
Snowden Capital Advisors
New York
$229K – – –
MCM
60
MAI Capital Management
Ohio
$229K +$1.08K +57 +0.4%
AWM
61
Apollon Wealth Management
South Carolina
$224K +$247K +13,023 New
PFS
62
Prospera Financial Services
Texas
$218K +$5.69K +300 +2%
BW
63
Bison Wealth
Georgia
$213K – – –
William Blair & Company
64
William Blair & Company
Illinois
$213K – – –
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$196K -$146K -7,695 -40%
IWM
66
IHT Wealth Management
Illinois
$194K +$214K +11,273 New
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$190K -$72.3K -3,816 -26%
Marshall Wace
68
Marshall Wace
United Kingdom
$186K +$205K +10,797 New
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$183K +$6.03K +318 +3%
BAM
70
Belpointe Asset Management
Nevada
$167K +$27.2K +1,433 +17%
Wells Fargo
71
Wells Fargo
California
$142K -$1.88K -99 -1%
BBHC
72
Brown Brothers Harriman & Co
New York
$92K – – –
GWSG
73
GPS Wealth Strategies Group
Colorado
$84K +$626 +33 +0.7%
JP Morgan Chase
74
JP Morgan Chase
New York
$47K -$3.79K -200 -7%
ACM
75
Aquatic Capital Management
Illinois
$45K +$13.3K +700 +37%
1 2
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FDUS Hedge Fund Activity: Q3 2022 in Review

89 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q3 2022, worth a combined $81.5M — up 0.72% from $81M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FDUS positions and 7 closed out — a net gain of 4 holders — while 33 added to existing stakes and 27 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $950K. The largest seller was Morgan Stanley, cutting an estimated $989K.

  • 89 institutional investors held Fidus Investment (FDUS) as of Q3 2022, up from 85 in Q2 2022.
  • Funds reported $81.5M of Fidus Investment stock for Q3 2022, up 0.72% quarter-over-quarter.
  • 11 funds opened new Fidus Investment positions in Q3 2022 and 7 closed out, a net change of +4 holders.
  • The largest Fidus Investment buyer in Q3 2022 was Citadel Advisors, an estimated $950K added.
  • The largest Fidus Investment seller in Q3 2022 was Morgan Stanley, an estimated $989K sold.

Based on aggregated 13F filings for Q3 2022.