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Fidus Investment
FDUS

Overview Fund Activity

92 hedge funds and large institutions have $95.1M invested in Fidus Investment in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 33 reducing their positions, and 17 closing their positions.

Holders
92
Holders Change
-8
Holders Change %
-8%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
33
Closed
17
Calls
$1.45M
Puts
$331K
Net Calls
+$1.12M
Net Calls Change
+$287K

Top Buyers

1
PWS
1
Peterson Wealth Services
Utah
$1.06M
2
VanEck Associates
2
VanEck Associates
New York
$6.57M
3
PI
3
Putnam Investments
Massachusetts
$512K
4
HF
4
HRT Financial
New York
$391K
5
NA
5
NewEdge Advisors
Louisiana
$1.75M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
BlackRock
2
BlackRock
New York
$2.42M
3
Millennium Management
3
Millennium Management
New York
$420K
4
CAN
4
Cetera Advisor Networks
California
$0
5
BPC
5
Banque Pictet & Cie
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$336K -$33.4K -1,750 -9%
OSAM
52
O'Shaughnessy Asset Management
Connecticut
$335K -$19.5K -1,025 -6%
BRWA
53
B. Riley Wealth Advisors
Florida
$326K -$12.7K -664 -4%
OIA
54
Optimum Investment Advisors
Illinois
$324K -$66.7K -3,500 -17%
IWM
55
IHT Wealth Management
Illinois
$314K +$32.9K +1,724 +12%
Bank of America
56
Bank of America
North Carolina
$278K +$22.6K +1,185 +9%
VEA
57
Virtus ETF Advisers
New York
$276K +$35.3K +1,850 +15%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$262K -$20K -1,049 -7%
WSTAM
59
Wilbanks Smith & Thomas Asset Management
Virginia
$257K -$47.7K -2,500 -16%
SCA
60
Snowden Capital Advisors
New York
$255K – – –
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$239K -$20.2K -1,056 -8%
AWM
62
AE Wealth Management
Kansas
$237K +$237K +12,441 New
William Blair & Company
63
William Blair & Company
Illinois
$237K – – –
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$233K +$47.5K +2,489 +26%
BW
65
Bison Wealth
Georgia
$232K – – –
MCM
66
MAI Capital Management
Ohio
$227K -$2.61K -137 -1%
N
67
Natixis
France
$205K -$115K -6,001 -36%
BAM
68
Belpointe Asset Management
Nevada
$166K -$16.5K -865 -9%
Wells Fargo
69
Wells Fargo
California
$154K -$19 -1 -0%
BBHC
70
Brown Brothers Harriman & Co
New York
$102K – – –
GWSG
71
GPS Wealth Strategies Group
Colorado
$95K +$95K +4,980 New
CAL
72
Capital Advisors Ltd
Ohio
$43K – – –
TRCT
73
Tower Research Capital (TRC)
New York
$31K +$13.9K +726 +81%
SWM
74
Spire Wealth Management
Virginia
$31K – – –
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$25.9K -$19.2K -1,000 -43%
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