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Fidus Investment
FDUS

111 hedge funds and large institutions have $150M invested in Fidus Investment in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

673% more call options, than puts

Call options by funds: $1.52M | Put options by funds: $196K

37% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 35

1% less capital invested

Capital invested by funds: $152M → $150M (-$1.92M)

1.62% less ownership

Funds ownership: 24.76% → 23.14% (-1.6%)

3% less funds holding

Funds holding: 115 → 111 (-4)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

Holders
111
Holders Change
-4
Holders Change %
-3.48%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
48
Reduced
35
Closed
16
Calls
$1.52M
Puts
$196K
Net Calls
+$1.32M
Net Calls Change
+$551K

Top Buyers

1
VanEck Associates
VanEck Associates
New York
+$1.64M
2
TI
Trexquant Investment
Connecticut
+$1.48M
3
Invesco
Invesco
Georgia
+$1.15M
4
Morgan Stanley
Morgan Stanley
New York
+$979K
5
CCIA
Campbell & Co Investment Adviser
Maryland
+$702K

Top Sellers

1
Two Sigma Advisers
Two Sigma Advisers
New York
-$4.29M
2
Two Sigma Investments
Two Sigma Investments
New York
-$2.73M
3
FCM
FJ Capital Management
Virginia
-$1.6M
4
Barclays
Barclays
United Kingdom
-$840K
5
AI
Atom Investors
Texas
-$676K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$457K -$6.8K -346 -1%
SPIA
52
Steward Partners Investment Advisory
New York
$445K -$24.8K -1,260 -5%
STA
53
Summit Trail Advisors
New York
$441K – – –
Credit Agricole
54
Credit Agricole
France
$423K +$425K +21,599 New
OHWP
55
Oak Harbor Wealth Partners
North Carolina
$411K -$3.44K -175 -0.8%
CA
56
Clearstead Advisors
Ohio
$400K +$1.69K +86 +0.4%
PFS
57
Prospera Financial Services
Texas
$391K -$4.05K -206 -1%
CWM
58
Cornerstone Wealth Management
Missouri
$381K +$36.1K +1,838 +10%
Stifel Financial
59
Stifel Financial
Missouri
$369K -$8.08K -411 -2%
GC
60
Grimes & Company
Massachusetts
$364K +$53.9K +2,742 +17%
Northern Trust
61
Northern Trust
Illinois
$355K +$356K +18,090 New
Bank of America
62
Bank of America
North Carolina
$341K -$6.92K -352 -2%
OIA
63
Optimum Investment Advisors
Illinois
$340K +$67.3K +3,425 +25%
KOC
64
Koss-Olinger Consulting
Florida
$337K – – –
OC
65
Oppenheimer & Co
New York
$308K +$4.27K +217 +1%
YIH
66
Y-Intercept (HK)
Hong Kong
$307K -$592K -30,095 -66%
GCM
67
Greenland Capital Management
New York
$294K +$295K +15,000 New
IFG
68
Independent Financial Group
California
$286K +$17.7K +900 +7%
Wells Fargo
69
Wells Fargo
California
$271K -$72.5K -3,688 -21%
PP
70
Paloma Partners
Connecticut
$268K +$269K +13,664 New
HWM
71
HB Wealth Management
Georgia
$267K – – –
Osaic Holdings
72
Osaic Holdings
Arizona
$263K -$117K -5,958 -31%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$263K +$25.5K +1,298 +11%
BFA
74
Bragg Financial Advisors
North Carolina
$255K – – –
SWP
75
Stratos Wealth Partners
Ohio
$248K +$249K +12,674 New
1 2
3
4 5

FDUS Hedge Fund Activity: Q3 2024 in Review

111 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q3 2024, worth a combined $150M — down 1.3% from $152M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FDUS and 12 opened new positions — a net loss of 4 holders — while 35 trimmed existing stakes and 48 added.

The largest buyer was VanEck Associates, adding an estimated $1.64M. The largest seller was Two Sigma Advisers, cutting an estimated $4.29M.

  • 111 institutional investors held Fidus Investment (FDUS) as of Q3 2024, down from 115 in Q2 2024.
  • Funds reported $150M of Fidus Investment stock for Q3 2024, down 1.3% quarter-over-quarter.
  • 12 funds opened new Fidus Investment positions in Q3 2024 and 16 closed out, a net change of -4 holders.
  • The largest Fidus Investment buyer in Q3 2024 was VanEck Associates, an estimated $1.64M added.
  • The largest Fidus Investment seller in Q3 2024 was Two Sigma Advisers, an estimated $4.29M sold.

Based on aggregated 13F filings for Q3 2024.