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Fidus Investment

115 hedge funds and large institutions have $152M invested in Fidus Investment in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

319% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $241K

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

24% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 34

4% more funds holding

Funds holding: 111115 (+4)

2% more capital invested

Capital invested by funds: $149M → $152M (+$3.05M)

0.1% more ownership

Funds ownership: 24.66%24.76% (+0.1%)

Holders
115
Holders Change
+4
Holders Change %
+3.6%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
42
Reduced
34
Closed
7
Calls
$1.01M
Puts
$241K
Net Calls
+$769K
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$251K +$42.5K +2,140 +20%
BW
77
Bison Wealth
Georgia
$246K
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$237K +$32.1K +1,618 +15%
N
79
Natixis
France
$221K +$7.11K +358 +3%
AR
80
Advisory Research
Illinois
$201K -$3.3K -166 -2%
Jane Street
81
Jane Street
New York
$199K +$203K +10,225 New
ACM
82
Aquatic Capital Management
Illinois
$189K -$258K -13,000 -57%
SIS
83
Sound Income Strategies
Florida
$150K -$25.1K -1,262 -14%
IA
84
IFP Advisors
Florida
$143K +$146K +7,334 New
QT
85
Quantbot Technologies
New York
$133K -$159K -7,982 -54%
FFA
86
Farther Finance Advisors
California
$118K +$120K +6,041 New
AT
87
Arlington Trust
Alabama
$117K +$119K +6,000 New
BBHC
88
Brown Brothers Harriman & Co
New York
$104K -$43.9K -2,210 -29%
GWSG
89
GPS Wealth Strategies Group
Colorado
$99.2K
EWA
90
EverSource Wealth Advisors
Alabama
$70.4K
RFG
91
RFP Financial Group
Georgia
$58K
MIA
92
MeadowBrook Investment Advisors
Michigan
$53.9K -$5.66K -285 -9%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$53.6K
CAL
94
Capital Advisors Ltd
Ohio
$44K
Comerica Bank
95
Comerica Bank
Texas
$39.3K -$29.9K -1,505 -43%
WIA
96
Wetzel Investment Advisors
Indiana
$32.4K +$32.6K +1,640 New
GJWM
97
Gilliland Jeter Wealth Management
Arkansas
$29.2K
Citigroup
98
Citigroup
New York
$22.5K +$7.71K +388 +51%
AWM
99
Activest Wealth Management
Florida
$22.4K
Group One Trading
100
Group One Trading
Illinois
$20.4K -$5.03K -253 -19%

FDUS Hedge Fund Activity: Q2 2024 in Review

115 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q2 2024, worth a combined $152M — up 2% from $149M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FDUS positions and 7 closed out — a net gain of 7 holders — while 42 added to existing stakes and 34 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $3.64M. The largest seller was Millennium Management, cutting an estimated $3.33M.

  • 115 institutional investors held Fidus Investment (FDUS) as of Q2 2024, up from 111 in Q1 2024.
  • Funds reported $152M of Fidus Investment stock for Q2 2024, up 2% quarter-over-quarter.
  • 14 funds opened new Fidus Investment positions in Q2 2024 and 7 closed out, a net change of +7 holders.
  • The largest Fidus Investment buyer in Q2 2024 was Two Sigma Advisers, an estimated $3.64M added.
  • The largest Fidus Investment seller in Q2 2024 was Millennium Management, an estimated $3.33M sold.

Based on aggregated 13F filings for Q2 2024.