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Fidus Investment
FDUS

Overview Fund Activity

111 hedge funds and large institutions have $149M invested in Fidus Investment in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 19 closing their positions.

Holders
111
Holders Change
-6
Holders Change %
-5.13%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
40
Reduced
34
Closed
19
Calls
$2.14M
Puts
$191K
Net Calls
+$1.95M
Net Calls Change
+$2.46M

Top Buyers

1
FCM
1
FJ Capital Management
Virginia
$2.05M
2
VanEck Associates
2
VanEck Associates
New York
$11.9M
3
CA
3
Cetera Advisors
Colorado
$1.41M
4
Franklin Resources
4
Franklin Resources
California
$1.21M
5
Barclays
5
Barclays
United Kingdom
$1.19M

Top Sellers

1
MW
1
Melia Wealth
Oklahoma
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$7.53M
3
Citadel Advisors
3
Citadel Advisors
Florida
$613K
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$7.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$212K -$20 -1 -0%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$211K -$40.1K -2,033 -16%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$208K -$28.1K -1,424 -12%
AR
79
Advisory Research
Illinois
$207K +$207K +10,487 New
SIS
80
Sound Income Strategies
Florida
$177K +$14.2K +721 +9%
BBHC
81
Brown Brothers Harriman & Co
New York
$149K -$43.6K -2,210 -23%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$122K +$51.3K +2,599 +72%
GWSG
83
GPS Wealth Strategies Group
Colorado
$101K – – –
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$92.1K – – –
Wells Fargo
85
Wells Fargo
California
$85.6K -$126K -6,369 -59%
EWA
86
EverSource Wealth Advisors
Alabama
$73.2K +$73.2K +3,596 New
Comerica Bank
87
Comerica Bank
Texas
$69.6K -$1.68K -85 -2%
MIA
88
MeadowBrook Investment Advisors
Michigan
$60.2K +$3.36K +170 +6%
RFG
89
RFP Financial Group
Georgia
$58.7K – – –
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$54.3K +$39.5K +2,000 +267%
SWM
91
Spire Wealth Management
Virginia
$46.4K – – –
EC
92
EntryPoint Capital
New York
$45K +$45K +2,281 New
CAL
93
Capital Advisors Ltd
Ohio
$44K – – –
GJWM
94
Gilliland Jeter Wealth Management
Arkansas
$29.6K +$29.6K +1,500 New
QL
95
Quarry LP
New York
$28.7K +$28.7K +1,455 New
Group One Trading
96
Group One Trading
Illinois
$25.7K +$25.7K +1,300 New
AWM
97
Activest Wealth Management
Florida
$22.7K – – –
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$19.6K +$19.6K +1,000 New
CWM
99
Cedar Wealth Management
California
$19.6K – – –
FHA
100
First Horizon Advisors
Tennessee
$15.7K -$53.9K -2,731 -77%
2 3
4
5 6