Fidus Investment
FDUS
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.
1,020% more call options, than puts
Call options by funds: $2.14M | Put options by funds: $191K
18% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 34
5% less funds holding
Funds holding: 117 → 111 (-6)
7.92% less ownership
Funds ownership: 32.58% → 24.66% (-7.9%)
18% less capital invested
Capital invested by funds: $182M → $149M (-$33.3M)
26% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 19
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$2.03M |
| 2 |
VanEck Associates
New York
|
+$1.6M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.2M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$1.2M |
| 5 |
Barclays
London,
United Kingdom
|
+$1.18M |
Top Sellers
| 1 |
MW
Melia Wealth
Tulsa,
Oklahoma
|
-$13.5M |
| 2 |
Morgan Stanley
New York
|
-$10.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.24M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$3.14M |
| 5 |
Two Sigma Investments
New York
|
-$2.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
BNP Paribas Financial Markets
Paris,
France
| – | -$122K | -6,208 | Closed |
|
|
HDIM
127
Hanson & Doremus Investment Management
Burlington,
Vermont
| – | -$20K | -1,035 | Closed |
|
|
ASN
128
Advisory Services Network
Atlanta,
Georgia
| – | -$13K | -659 | Closed |
|
129
Nomura Asset Management
Tokyo,
Japan
| – | -$3.01K | -153 | Closed |
|
FDUS Hedge Fund Activity: Q1 2024 in Review
111 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q1 2024, worth a combined $149M — down 18% from $182M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of FDUS and 14 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 40 added.
The largest buyer was FJ Capital Management, opening a new position worth an estimated $2.03M. The largest seller was Melia Wealth, exiting entirely with an estimated $13.5M sold.
- 111 institutional investors held Fidus Investment (FDUS) as of Q1 2024, down from 117 in Q4 2023.
- Funds reported $149M of Fidus Investment stock for Q1 2024, down 18% quarter-over-quarter.
- 14 funds opened new Fidus Investment positions in Q1 2024 and 19 closed out, a net change of -5 holders.
- The largest Fidus Investment buyer in Q1 2024 was FJ Capital Management, an estimated $2.03M added.
- The largest Fidus Investment seller in Q1 2024 was Melia Wealth, an estimated $13.5M sold.
Based on aggregated 13F filings for Q1 2024.