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Fidus Investment
FDUS

100 hedge funds and large institutions have $377M invested in Fidus Investment in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

41,650% more call options, than puts

Call options by funds: $835K | Put options by funds: $2K

362% more capital invested

Capital invested by funds: $81.5M → $377M (+$295M)

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

12% more funds holding

Funds holding: 89 → 100 (+11)

1.66% more ownership

Funds ownership: 19.42% → 21.08% (+1.7%)

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

Holders
100
Holders Change
+11
Holders Change %
+12.36%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
31
Reduced
29
Closed
8
Calls
$835K
Puts
$2K
Net Calls
+$833K
Net Calls Change
+$120K

Top Buyers

1
PA
PFG Advisors
Arizona
+$1.83M
2
WWM
WT Wealth Management
Arizona
+$1.3M
3
Millennium Management
Millennium Management
New York
+$1.07M
4
Morgan Stanley
Morgan Stanley
New York
+$947K
5
Citadel Advisors
Citadel Advisors
Florida
+$883K

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$722K
2
PWS
Peterson Wealth Services
Utah
-$671K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$491K
4
AWM
AE Wealth Management
Kansas
-$464K
5
AAM
Advisors Asset Management
Colorado
-$448K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
51
Magnolia Capital Advisors
Mississippi
$364K +$1.31K +69 +0.4%
OSAM
52
O'Shaughnessy Asset Management
Connecticut
$354K -$32.1K -1,687 -8%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$346K +$38.7K +2,035 +13%
BFA
54
Bragg Financial Advisors
North Carolina
$343K – – –
OC
55
Oppenheimer & Co
New York
$341K -$475 -25 -0.1%
BRWA
56
B. Riley Wealth Advisors
Florida
$338K +$893 +47 +0.3%
N
57
Natixis
France
$317K +$9.87K +519 +3%
WSTAM
58
Wilbanks Smith & Thomas Asset Management
Virginia
$304K -$113K -5,950 -27%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$293K +$76K +3,996 +35%
AWM
60
Apollon Wealth Management
South Carolina
$282K +$34.1K +1,792 +14%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$281K +$78.9K +4,149 +39%
IWM
62
IHT Wealth Management
Illinois
$281K +$66.2K +3,484 +31%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$258K +$4.6K +242 +2%
Bank of America
64
Bank of America
North Carolina
$255K – – –
SCA
65
Snowden Capital Advisors
New York
$254K – – –
BW
66
Bison Wealth
Georgia
$251K – – –
VEA
67
Virtus ETF Advisers
New York
$240K -$85.5K -4,500 -26%
William Blair & Company
68
William Blair & Company
Illinois
$236K – – –
MCM
69
MAI Capital Management
Ohio
$229K -$24.6K -1,295 -10%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$185K -$26.1K -1,375 -12%
BAM
71
Belpointe Asset Management
Nevada
$183K -$2.03K -107 -1%
Wells Fargo
72
Wells Fargo
California
$153K -$4.18K -220 -3%
Nisa Investment Advisors
73
Nisa Investment Advisors
Missouri
$133K +$133K +7,000 New
BBHC
74
Brown Brothers Harriman & Co
New York
$102K – – –
Acadian Asset Management
75
Acadian Asset Management
Massachusetts
$100K -$202K -10,606 -67%
1 2
3
4 5

FDUS Hedge Fund Activity: Q4 2022 in Review

100 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q4 2022, worth a combined $377M — up 362% from $81.5M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FDUS positions and 8 closed out — a net gain of 12 holders — while 31 added to existing stakes and 29 trimmed.

The largest buyer was PFG Advisors, adding an estimated $1.83M. The largest seller was Raymond James & Associates, cutting an estimated $722K.

  • 100 institutional investors held Fidus Investment (FDUS) as of Q4 2022, up from 89 in Q3 2022.
  • Funds reported $377M of Fidus Investment stock for Q4 2022, up 362% quarter-over-quarter.
  • 20 funds opened new Fidus Investment positions in Q4 2022 and 8 closed out, a net change of +12 holders.
  • The largest Fidus Investment buyer in Q4 2022 was PFG Advisors, an estimated $1.83M added.
  • The largest Fidus Investment seller in Q4 2022 was Raymond James & Associates, an estimated $722K sold.

Based on aggregated 13F filings for Q4 2022.