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Fidus Investment
FDUS

Overview Fund Activity

100 hedge funds and large institutions have $377M invested in Fidus Investment in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
100
Holders Change
+11
Holders Change %
+12.36%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
31
Reduced
29
Closed
8
Calls
$835K
Puts
$2K
Net Calls
+$833K
Net Calls Change
+$120K

Top Buyers

1
PA
1
PFG Advisors
Arizona
$2.56M
2
WWM
2
WT Wealth Management
Arizona
$1.3M
3
Millennium Management
3
Millennium Management
New York
$1.39M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.68M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.17M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$13.5M
2
PWS
2
Peterson Wealth Services
Utah
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.9M
4
AWM
4
AE Wealth Management
Kansas
$0
5
AAM
5
Advisors Asset Management
Colorado
$4.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
76
One Wealth Advisors
California
$92.1K +$92.1K +4,839 New
RFG
77
RFP Financial Group
Georgia
$56.6K +$56.6K +2,976 New
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$53.4K +$53.4K +2,805 New
QT
79
Quantbot Technologies
New York
$49.9K +$49.9K +2,620 New
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$45K -$6.7K -350 -13%
CAL
81
Capital Advisors Ltd
Ohio
$43K +$43K +2,250 New
SWM
82
Spire Wealth Management
Virginia
$31K +$31K +1,624 New
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$29K +$1.78K +94 +7%
MSCM
84
McElhenny Sheffield Capital Management
Texas
$26.3K +$26.3K +1,380 New
Lazard Asset Management
85
Lazard Asset Management
New York
$26K – – –
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$25.7K – – –
CM
87
Cornerstone Management
Georgia
$20.9K – – –
HDIM
88
Hanson & Doremus Investment Management
Vermont
$20K +$7.73K +400 +63%
SIS
89
Sound Income Strategies
Florida
$19.7K +$7.55K +397 +62%
CWM
90
Cedar Wealth Management
California
$18.9K – – –
ASN
91
Advisory Services Network
Georgia
$18K +$18K +947 New
MWM
92
MinichMacGregor Wealth Management
New York
$17.9K +$17.9K +940 New
TRCT
93
Tower Research Capital (TRC)
New York
$17K -$1.4K -74 -8%
AWM
94
AllSquare Wealth Management
New York
$9.52K – – –
LWANC
95
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.86K – – –
ACM
96
Aquatic Capital Management
Illinois
$6K -$46K -2,300 -88%
BA
97
Bellwether Advisors
Nebraska
$4.99K +$4.99K +262 New
GWM
98
Geneos Wealth Management
Colorado
$1.9K – – –
Fidelity Investments
99
Fidelity Investments
Massachusetts
$19 +$19 +1 New
PWS
100
Peterson Wealth Services
Utah
– -$671K -39,040 Closed
1 2 3
4
5