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Fidus Investment
FDUS

Overview Fund Activity

89 hedge funds and large institutions have $96.2M invested in Fidus Investment in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 14 closing their positions.

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
30
Reduced
25
Closed
14
Calls
$816K
Puts
$6.34M
Net Calls
-$5.52M
Net Calls Change
-$6.64M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$3.71M
2
QC
2
Quadrature Capital
United Kingdom
$1.09M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$569K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$758K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.49M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.66M
2
Citadel Advisors
2
Citadel Advisors
Florida
$645K
3
RJA
3
Raymond James & Associates
Florida
$12.1M
4
LCWP
4
Legacy Capital Wealth Partners
Arkansas
$0
5
PWS
5
Peterson Wealth Services
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
76
Capital Advisors Ltd
Ohio
$44K – – –
SWM
77
Spire Wealth Management
Virginia
$34.1K +$2.23K +114 +7%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$26.5K – – –
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$23.5K -$2.94K -150 -11%
SIS
80
Sound Income Strategies
Florida
$20.3K – – –
HDIM
81
Hanson & Doremus Investment Management
Vermont
$20K – – –
CWM
82
Cedar Wealth Management
California
$19.4K – – –
AWM
83
Activest Wealth Management
Florida
$11.6K – – –
LWANC
84
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.1K – – –
Nomura Asset Management
85
Nomura Asset Management
Japan
$7.13K – – –
GWM
86
Geneos Wealth Management
Colorado
$1.96K – – –
Citigroup
87
Citigroup
New York
$392 +$392 +20 New
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$39 +$39 +2 New
LCWP
89
Legacy Capital Wealth Partners
Arkansas
– -$1.25M -65,743 Closed
PWS
90
Peterson Wealth Services
Utah
– -$1.06M -55,681 Closed
MCA
91
Magnolia Capital Advisors
Mississippi
– -$361K -18,922 Closed
OSAM
92
O'Shaughnessy Asset Management
Connecticut
– -$335K -17,590 Closed
AWM
93
AE Wealth Management
Kansas
– -$237K -12,441 Closed
MCM
94
MAI Capital Management
Ohio
– -$227K -11,898 Closed
BAM
95
Belpointe Asset Management
Nevada
– -$166K -8,726 Closed
TRCT
96
Tower Research Capital (TRC)
New York
– -$31K -1,623 Closed
CM
97
Cornerstone Management
Georgia
– -$21K -1,100 Closed
ASN
98
Advisory Services Network
Georgia
– -$18.1K -950 Closed
AWM
99
AllSquare Wealth Management
New York
– -$9.54K -500 Closed
Acadian Asset Management
100
Acadian Asset Management
Massachusetts
– -$7K -385 Closed
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