Fidus Investment
FDUS
78 hedge funds and large institutions have $96.7M invested in Fidus Investment in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 9 closing their positions.
1,238% more call options, than puts
Call options by funds: $2.88M | Put options by funds: $215K
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
24% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 21
8% more capital invested
Capital invested by funds: $89.4M → $96.7M (+$7.33M)
4% more funds holding
Funds holding: 75 → 78 (+3)
0.36% less ownership
Funds ownership: 20.37% → 20.01% (-0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
+$3.66M |
| 2 |
Two Sigma Investments
New York
|
+$1.22M |
| 3 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
+$989K |
| 4 |
Millennium Management
New York
|
+$890K |
| 5 |
Two Sigma Advisers
New York
|
+$655K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AM
Ares Management
Los Angeles,
California
|
-$8.83M |
| 2 |
Morgan Stanley
New York
|
-$818K |
| 3 |
BlackRock
New York
|
-$759K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$719K |
| 5 |
PWS
Peterson Wealth Services
South Ogden,
Utah
|
-$340K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
76
Geneos Wealth Management
Englewood,
Colorado
| $2K | – | – | – |
|
|
AM
77
Ares Management
Los Angeles,
California
| – | -$8.83M | -491,187 | Closed |
|
|
CRC
78
Curi RMB Capital
Chicago,
Illinois
| – | -$719K | -40,000 | Closed |
|
|
PWS
79
Peterson Wealth Services
South Ogden,
Utah
| – | -$340K | -18,883 | Closed |
|
|
BRWM
80
B. Riley Wealth Management
Memphis,
Tennessee
| – | -$207K | -11,500 | Closed |
|
|
CFCI
81
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| – | -$84K | -4,564 | Closed |
|
|
TCWM
82
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$58K | -3,213 | Closed |
|
|
CCM
83
Chilton Capital Management
Houston,
Texas
| – | -$32K | -1,800 | Closed |
|
|
S
84
SignatureFD
Atlanta,
Georgia
| – | -$10K | -543 | Closed |
|
85
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4K | -250 | Closed |
|
86
Barclays
London,
United Kingdom
| – | +$149 | +8 | New |
|
FDUS Hedge Fund Activity: Q1 2022 in Review
78 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q1 2022, worth a combined $96.7M — up 8.2% from $89.4M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FDUS positions and 9 closed out — a net gain of 4 holders — while 26 added to existing stakes and 21 trimmed.
The largest buyer was VanEck Associates, adding an estimated $3.66M. The largest seller was Ares Management, exiting entirely with an estimated $8.83M sold.
- 78 institutional investors held Fidus Investment (FDUS) as of Q1 2022, up from 75 in Q4 2021.
- Funds reported $96.7M of Fidus Investment stock for Q1 2022, up 8.2% quarter-over-quarter.
- 13 funds opened new Fidus Investment positions in Q1 2022 and 9 closed out, a net change of +4 holders.
- The largest Fidus Investment buyer in Q1 2022 was VanEck Associates, an estimated $3.66M added.
- The largest Fidus Investment seller in Q1 2022 was Ares Management, an estimated $8.83M sold.
Based on aggregated 13F filings for Q1 2022.