We are live on ! Find out more
FDUS icon

Fidus Investment

115 hedge funds and large institutions have $152M invested in Fidus Investment in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

319% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $241K

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

24% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 34

4% more funds holding

Funds holding: 111115 (+4)

2% more capital invested

Capital invested by funds: $149M → $152M (+$3.05M)

0.1% more ownership

Funds ownership: 24.66%24.76% (+0.1%)

Holders
115
Holders Change
+4
Holders Change %
+3.6%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
42
Reduced
34
Closed
7
Calls
$1.01M
Puts
$241K
Net Calls
+$769K
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
51
Canada Life
Manitoba, Canada
$485K +$7.95K +400 +2%
SPIA
52
Steward Partners Investment Advisory
New York
$467K +$6.22K +313 +1%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$461K +$257K +12,958 +121%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$458K +$112K +5,657 +32%
STA
55
Summit Trail Advisors
New York
$438K
OHWP
56
Oak Harbor Wealth Partners
North Carolina
$412K -$73K -3,674 -15%
CA
57
Clearstead Advisors
Ohio
$396K +$404K +20,320 New
PFS
58
Prospera Financial Services
Texas
$393K
Osaic Holdings
59
Osaic Holdings
Arizona
$377K -$43.1K -2,172 -10%
Stifel Financial
60
Stifel Financial
Missouri
$375K +$5.2K +262 +1%
Connor, Clark & Lunn Investment Management (CC&L)
61
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$357K -$1.13M -56,969 -76%
Bank of America
62
Bank of America
North Carolina
$346K -$6.85K -345 -2%
CWM
63
Cornerstone Wealth Management
Missouri
$343K +$33K +1,662 +10%
Wells Fargo
64
Wells Fargo
California
$341K +$261K +13,158 +303%
KOC
65
Koss-Olinger Consulting
Florida
$335K +$342K +17,205 New
GC
66
Grimes & Company
Massachusetts
$309K +$315K +15,840 New
OC
67
Oppenheimer & Co
New York
$302K +$20 +1 +0%
Goldman Sachs
68
Goldman Sachs
New York
$280K +$286K +14,380 New
JP Morgan Chase
69
JP Morgan Chase
New York
$277K +$159K +8,014 +129%
CCIA
70
Campbell & Co Investment Adviser
Maryland
$275K +$280K +14,092 New
OIA
71
Optimum Investment Advisors
Illinois
$271K
IFG
72
Independent Financial Group
California
$267K +$272K +13,700 New
HWM
73
HB Wealth Management
Georgia
$265K
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$256K -$522K -26,300 -67%
BFA
75
Bragg Financial Advisors
North Carolina
$253K

FDUS Hedge Fund Activity: Q2 2024 in Review

115 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q2 2024, worth a combined $152M — up 2% from $149M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FDUS positions and 7 closed out — a net gain of 7 holders — while 42 added to existing stakes and 34 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $3.64M. The largest seller was Millennium Management, cutting an estimated $3.33M.

  • 115 institutional investors held Fidus Investment (FDUS) as of Q2 2024, up from 111 in Q1 2024.
  • Funds reported $152M of Fidus Investment stock for Q2 2024, up 2% quarter-over-quarter.
  • 14 funds opened new Fidus Investment positions in Q2 2024 and 7 closed out, a net change of +7 holders.
  • The largest Fidus Investment buyer in Q2 2024 was Two Sigma Advisers, an estimated $3.64M added.
  • The largest Fidus Investment seller in Q2 2024 was Millennium Management, an estimated $3.33M sold.

Based on aggregated 13F filings for Q2 2024.