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Fidus Investment
FDUS

89 hedge funds and large institutions have $96.2M invested in Fidus Investment in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

1% more capital invested

Capital invested by funds: $95.1M → $96.2M (+$1.1M)

0.54% less ownership

Funds ownership: 20.17% → 19.64% (-0.54%)

3% less funds holding

Funds holding: 92 → 89 (-3)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

87% less call options, than puts

Call options by funds: $816K | Put options by funds: $6.34M

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
30
Reduced
25
Closed
14
Calls
$816K
Puts
$6.34M
Net Calls
-$5.52M
Net Calls Change
-$6.64M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$3.17M
2
QC
Quadrature Capital
United Kingdom
+$639K
3
HighTower Advisors
HighTower Advisors
Illinois
+$551K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$496K
5
Two Sigma Investments
Two Sigma Investments
New York
+$477K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.62M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.43M
3
RJA
Raymond James & Associates
Florida
-$1.31M
4
LCWP
Legacy Capital Wealth Partners
Arkansas
-$1.25M
5
PWS
Peterson Wealth Services
Utah
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$346K +$285 +15 +0.1%
HF
52
HRT Financial
New York
$342K -$58.1K -3,061 -15%
OIA
53
Optimum Investment Advisors
Illinois
$333K – – –
Marshall Wace
54
Marshall Wace
United Kingdom
$328K +$317K +16,722 New
OC
55
Oppenheimer & Co
New York
$316K -$34.1K -1,797 -10%
Bank of America
56
Bank of America
North Carolina
$304K +$17.8K +937 +6%
AWS
57
Atria Wealth Solutions
New York
$303K +$294K +15,474 New
TI
58
Trexquant Investment
Connecticut
$290K +$281K +14,792 New
VEA
59
Virtus ETF Advisers
New York
$268K -$14.9K -787 -5%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$267K -$2.03K -107 -0.8%
HWM
61
HB Wealth Management
Georgia
$267K -$108K -5,700 -30%
WSTAM
62
Wilbanks Smith & Thomas Asset Management
Virginia
$265K – – –
SCA
63
Snowden Capital Advisors
New York
$262K – – –
BRWA
64
B. Riley Wealth Advisors
Florida
$260K -$72.3K -3,812 -22%
BW
65
Bison Wealth
Georgia
$244K – – –
William Blair & Company
66
William Blair & Company
Illinois
$243K – – –
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$241K +$2.64K +139 +1%
N
68
Natixis
France
$232K +$21.4K +1,128 +11%
JF
69
Jump Financial
Illinois
$225K +$218K +11,500 New
Wells Fargo
70
Wells Fargo
California
$158K +$19 +1 +0%
BBHC
71
Brown Brothers Harriman & Co
New York
$105K – – –
GWSG
72
GPS Wealth Strategies Group
Colorado
$98.6K +$1K +53 +1%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$91.5K +$88.5K +4,667 New
QT
74
Quantbot Technologies
New York
$63.2K +$61.2K +3,224 New
RFG
75
RFP Financial Group
Georgia
$58.3K +$56.5K +2,976 New
1 2
3
4 5

FDUS Hedge Fund Activity: Q2 2023 in Review

89 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q2 2023, worth a combined $96.2M — up 1.2% from $95.1M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of FDUS and 12 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 30 added.

The largest buyer was Millennium Management, adding an estimated $3.17M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.62M.

  • 89 institutional investors held Fidus Investment (FDUS) as of Q2 2023, down from 92 in Q1 2023.
  • Funds reported $96.2M of Fidus Investment stock for Q2 2023, up 1.2% quarter-over-quarter.
  • 12 funds opened new Fidus Investment positions in Q2 2023 and 14 closed out, a net change of -2 holders.
  • The largest Fidus Investment buyer in Q2 2023 was Millennium Management, an estimated $3.17M added.
  • The largest Fidus Investment seller in Q2 2023 was Raymond James Financial Services Advisors, an estimated $1.62M sold.

Based on aggregated 13F filings for Q2 2023.