Fidus Investment
FDUS
117 hedge funds and large institutions have $182M invested in Fidus Investment in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 30 reducing their positions, and 5 closing their positions.
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
60% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 30
36% more capital invested
Capital invested by funds: $134M → $182M (+$48.5M)
9% more funds holding
Funds holding: 107 → 117 (+10)
4.98% more ownership
Funds ownership: 27.59% → 32.58% (+5%)
48% less call options, than puts
Call options by funds: $553K | Put options by funds: $1.07M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$10.8M |
| 2 |
Morgan Stanley
New York
|
+$9.88M |
| 3 |
VanEck Associates
New York
|
+$2.33M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.43M |
| 5 |
GA
GraniteShares Advisors
New York
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.59M |
| 2 |
AR
Advisory Research
Chicago,
Illinois
|
-$922K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$801K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$633K |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$623K |
FDUS Hedge Fund Activity: Q4 2023 in Review
117 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q4 2023, worth a combined $182M — up 36% from $134M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FDUS positions and 5 closed out — a net gain of 10 holders — while 48 added to existing stakes and 30 trimmed.
The largest buyer was Invesco, opening a new position worth an estimated $10.8M. The largest seller was Acadian Asset Management, cutting an estimated $1.59M.
- 117 institutional investors held Fidus Investment (FDUS) as of Q4 2023, up from 107 in Q3 2023.
- Funds reported $182M of Fidus Investment stock for Q4 2023, up 36% quarter-over-quarter.
- 15 funds opened new Fidus Investment positions in Q4 2023 and 5 closed out, a net change of +10 holders.
- The largest Fidus Investment buyer in Q4 2023 was Invesco, an estimated $10.8M added.
- The largest Fidus Investment seller in Q4 2023 was Acadian Asset Management, an estimated $1.59M sold.
Based on aggregated 13F filings for Q4 2023.