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Fidus Investment
FDUS

89 hedge funds and large institutions have $81.5M invested in Fidus Investment in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,913% more call options, than puts

Call options by funds: $721K | Put options by funds: $8K

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

5% more funds holding

Funds holding: 85 → 89 (+4)

1% more capital invested

Capital invested by funds: $81M → $81.5M (+$583K)

0.34% more ownership

Funds ownership: 19.08% → 19.42% (+0.34%)

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
33
Reduced
27
Closed
7
Calls
$721K
Puts
$8K
Net Calls
+$713K
Net Calls Change
+$91K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$950K
2
QC
Quadrature Capital
United Kingdom
+$568K
3
AWM
AE Wealth Management
Kansas
+$512K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$336K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$307K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$989K
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$622K
3
VanEck Associates
VanEck Associates
New York
-$505K
4
Group One Trading
Group One Trading
Illinois
-$239K
5
BRWA
B. Riley Wealth Advisors
Florida
-$211K
Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
76
First Personal Financial Services
North Carolina
$26K +$28.4K +1,499 New
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$25K +$27.2K +1,434 New
Lazard Asset Management
78
Lazard Asset Management
New York
$24K – – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$23K – – –
CM
80
Cornerstone Management
Georgia
$18.9K – – –
CWM
81
Cedar Wealth Management
California
$17K -$14.2K -750 -43%
TRCT
82
Tower Research Capital (TRC)
New York
$17K -$2.69K -142 -13%
HDIM
83
Hanson & Doremus Investment Management
Vermont
$11K – – –
SIS
84
Sound Income Strategies
Florida
$11K +$8.76K +462 +264%
AWM
85
AllSquare Wealth Management
New York
$9K +$9.48K +500 New
LWANC
86
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K – – –
MAM
87
Meeder Asset Management
Ohio
$4K – – –
MPWT
88
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.46K +130 New
GWM
89
Geneos Wealth Management
Colorado
$1K – – –
Group One Trading
90
Group One Trading
Illinois
– -$239K -12,612 Closed
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
– -$175K -10,000 Closed
PI
92
PEAK6 Investments
Illinois
– -$43K -2,480 Closed
CCM
93
Chilton Capital Management
Texas
– -$31K -1,800 Closed
AWM
94
Activest Wealth Management
Florida
– -$20K -1,150 Closed
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
– -$2K -100 Closed
1 2 3
4

FDUS Hedge Fund Activity: Q3 2022 in Review

89 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q3 2022, worth a combined $81.5M — up 0.72% from $81M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FDUS positions and 7 closed out — a net gain of 4 holders — while 33 added to existing stakes and 27 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $950K. The largest seller was Morgan Stanley, cutting an estimated $989K.

  • 89 institutional investors held Fidus Investment (FDUS) as of Q3 2022, up from 85 in Q2 2022.
  • Funds reported $81.5M of Fidus Investment stock for Q3 2022, up 0.72% quarter-over-quarter.
  • 11 funds opened new Fidus Investment positions in Q3 2022 and 7 closed out, a net change of +4 holders.
  • The largest Fidus Investment buyer in Q3 2022 was Citadel Advisors, an estimated $950K added.
  • The largest Fidus Investment seller in Q3 2022 was Morgan Stanley, an estimated $989K sold.

Based on aggregated 13F filings for Q3 2022.