Fidus Investment
FDUS
92 hedge funds and large institutions have $95.1M invested in Fidus Investment in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 33 reducing their positions, and 17 closing their positions.
338% more call options, than puts
Call options by funds: $1.45M | Put options by funds: $331K
0.9% less ownership
Funds ownership: 21.08% → 20.17% (-0.9%)
8% less funds holding
Funds holding: 100 → 92 (-8)
18% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 33
47% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 17
75% less capital invested
Capital invested by funds: $377M → $95.1M (-$282M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Peterson Wealth Services
South Ogden,
Utah
|
+$1.11M |
| 2 |
VanEck Associates
New York
|
+$557K |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$535K |
| 4 |
HF
HRT Financial
New York
|
+$410K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$316K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$279M |
| 2 |
BlackRock
New York
|
-$1.29M |
| 3 |
Millennium Management
New York
|
-$1.02M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$696K |
| 5 |
BPC
Banque Pictet & Cie
Geneva 73,
Switzerland
|
-$607K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFG
101
RFP Financial Group
Atlanta,
Georgia
| – | -$56.6K | -2,976 | Closed |
|
102
BNP Paribas Financial Markets
Paris,
France
| – | -$53.4K | -2,805 | Closed |
|
|
QT
103
Quantbot Technologies
New York
| – | -$49.9K | -2,620 | Closed |
|
104
Lazard Asset Management
New York
| – | -$26K | -1,415 | Closed |
|
|
MSCM
105
McElhenny Sheffield Capital Management
Dallas,
Texas
| – | -$26.3K | -1,380 | Closed |
|
|
MWM
106
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$17.9K | -940 | Closed |
|
|
ACM
107
Aquatic Capital Management
Chicago,
Illinois
| – | -$6K | -300 | Closed |
|
|
BA
108
Bellwether Advisors
Lincoln,
Nebraska
| – | -$4.99K | -262 | Closed |
|
FDUS Hedge Fund Activity: Q1 2023 in Review
92 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q1 2023, worth a combined $95.1M — down 75% from $377M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of FDUS and 9 opened new positions — a net loss of 8 holders — while 33 trimmed existing stakes and 27 added.
The largest buyer was Peterson Wealth Services, opening a new position worth an estimated $1.11M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $279M sold.
- 92 institutional investors held Fidus Investment (FDUS) as of Q1 2023, down from 100 in Q4 2022.
- Funds reported $95.1M of Fidus Investment stock for Q1 2023, down 75% quarter-over-quarter.
- 9 funds opened new Fidus Investment positions in Q1 2023 and 17 closed out, a net change of -8 holders.
- The largest Fidus Investment buyer in Q1 2023 was Peterson Wealth Services, an estimated $1.11M added.
- The largest Fidus Investment seller in Q1 2023 was Arete Wealth Advisors, an estimated $279M sold.
Based on aggregated 13F filings for Q1 2023.