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Fidus Investment
FDUS

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: 111 → 115 (+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

Top Buyers

1
Two Sigma Advisers
Two Sigma Advisers
New York
+$3.64M
2
VanEck Associates
VanEck Associates
New York
+$2.48M
3
LCWP
Legacy Capital Wealth Partners
Arkansas
+$1.55M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.53M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$1.05M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$3.33M
2
QC
Quadrature Capital
United Kingdom
-$1.74M
3
Invesco
Invesco
Georgia
-$1.15M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.13M
5
JF
Jump Financial
Illinois
-$614K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$19.8K – – –
CWM
102
Cedar Wealth Management
California
$19.3K – – –
TRCT
103
Tower Research Capital (TRC)
New York
$18.3K +$13.9K +702 +297%
FHA
104
First Horizon Advisors
Tennessee
$14.4K -$1.13K -57 -7%
QL
105
Quarry LP
New York
$12.9K -$15.7K -791 -54%
NS
106
NBC Securities
Alabama
$10K +$318 +16 +3%
SWM
107
Spire Wealth Management
Virginia
$9.74K -$36.8K -1,851 -79%
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$9.74K – – –
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$8.88K -$83.6K -4,211 -90%
LWANC
110
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.05K – – –
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$7.75K +$7.91K +398 New
AWM
112
Avior Wealth Management
Nebraska
$5.3K – – –
GWM
113
Geneos Wealth Management
Colorado
$993 -$973 -49 -49%
AF
114
Advisornet Financial
Minnesota
$508 – – –
QC
115
Quadrature Capital
United Kingdom
– -$1.74M -88,089 Closed
JF
116
Jump Financial
Illinois
– -$614K -31,100 Closed
William Blair & Company
117
William Blair & Company
Illinois
– -$245K -12,421 Closed
BRWA
118
B. Riley Wealth Advisors
Florida
– -$237K -12,344 Closed
EC
119
EntryPoint Capital
New York
– -$45K -2,281 Closed
CIA
120
Cape Investment Advisory
Georgia
– -$5.43K -275 Closed
Fidelity Investments
121
Fidelity Investments
Massachusetts
– -$612 -31 Closed
1 2 3 4
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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.