Fidus Investment
FDUS
67 hedge funds and large institutions have $121M invested in Fidus Investment in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 11 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 19
1.04% more ownership
Funds ownership: 31.03% → 32.07% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $126M → $121M (-$4.99M)
4% less funds holding
Funds holding: 70 → 67 (-3)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
| 1 |
MC
Muzinich & Co
New York
|
+$3.91M |
| 2 |
Morgan Stanley
New York
|
+$836K |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$683K |
| 4 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
+$575K |
| 5 |
SGI
Summit Global Investments
Bountiful,
Utah
|
+$494K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Creative Planning
Overland Park,
Kansas
| – | -$7K | -400 | Closed |
|
77
Simplex Trading
Chicago,
Illinois
| – | -$3K | -200 | Closed |
|
|
AIM
78
Acrospire Investment Management
Chicago,
Illinois
| – | -$1K | -61 | Closed |
|
FDUS Hedge Fund Activity: Q3 2017 in Review
67 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q3 2017, worth a combined $121M — down 4% from $126M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of FDUS and 8 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 21 added.
The largest buyer was Muzinich & Co, adding an estimated $3.91M. The largest seller was Opus Capital Group, cutting an estimated $917K.
- 67 institutional investors held Fidus Investment (FDUS) as of Q3 2017, down from 70 in Q2 2017.
- Funds reported $121M of Fidus Investment stock for Q3 2017, down 4% quarter-over-quarter.
- 8 funds opened new Fidus Investment positions in Q3 2017 and 11 closed out, a net change of -3 holders.
- The largest Fidus Investment buyer in Q3 2017 was Muzinich & Co, an estimated $3.91M added.
- The largest Fidus Investment seller in Q3 2017 was Opus Capital Group, an estimated $917K sold.
Based on aggregated 13F filings for Q3 2017.