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Fidus Investment
FDUS

61 hedge funds and large institutions have $77.9M invested in Fidus Investment in 2013 Q2 according to their latest regulatory filings, with 61 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more call options, than puts

Call options by funds: $19K | Put options by funds: $4K

Holders
61
Holders Change
+61
Holders Change %
–
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
61
Increased
–
Reduced
–
Closed
–
Calls
$19K
Puts
$4K
Net Calls
+$15K
Net Calls Change
+$15K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$9.21M +$9.1M +492,124 New
RJA
2
Raymond James & Associates
Florida
$8.97M +$8.87M +479,522 New
BFA
3
BlackRock Fund Advisors
California
$6.68M +$6.61M +357,212 New
YMRC
4
Yorktown Management & Research Company
Virginia
$6.53M +$6.46M +349,100 New
SG
5
StepStone Group
California
$4.87M +$4.81M +260,105 New
State Street
6
State Street
Massachusetts
$4.24M +$4.19M +226,687 New
Northern Trust
7
Northern Trust
Illinois
$3.63M +$3.59M +193,884 New
U
8
UBS
Switzerland
$3.28M +$3.24M +175,323 New
BIT
9
BlackRock Institutional Trust
California
$3.18M +$3.14M +169,923 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.72M +$2.69M +145,519 New
Vanguard Group
11
Vanguard Group
Pennsylvania
$2.52M +$2.49M +134,446 New
CIM
12
Confluence Investment Management
Missouri
$2.49M +$2.46M +133,266 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.83M +$1.81M +97,899 New
BCM
14
Bridgeway Capital Management
Texas
$1.56M +$1.54M +83,500 New
BCM
15
Buckhead Capital Management
Georgia
$1.49M +$1.47M +79,495 New
VFS
16
VSR Financial Services
Kansas
$1.25M +$1.23M +66,714 New
Morgan Stanley
17
Morgan Stanley
New York
$1.22M +$1.21M +65,207 New
OC
18
Oppenheimer & Co
New York
$1.18M +$1.16M +62,955 New
TCIM
19
TIAA CREF Investment Management
New York
$1.16M +$1.15M +61,979 New
GC
20
Guggenheim Capital
Illinois
$1.02M +$1.01M +54,366 New
BIM
21
BlackRock Investment Management
Delaware
$888K +$877K +47,448 New
JP Morgan Chase
22
JP Morgan Chase
New York
$799K +$790K +42,706 New
GCP
23
GSA Capital Partners
United Kingdom
$741K +$732K +39,584 New
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$447K +$441K +23,872 New
B
25
Baird
Wisconsin
$393K +$388K +21,003 New
1
2 3

FDUS Hedge Fund Activity: Q2 2013 in Review

61 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q2 2013, worth a combined $77.9M.

Buyers outnumbered sellers: 61 funds opened new FDUS positions and 0 closed out — a net gain of 61 holders — while 0 added to existing stakes and 0 trimmed.

  • 61 institutional investors held Fidus Investment (FDUS) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $77.9M of Fidus Investment stock for Q2 2013.
  • 61 funds opened new Fidus Investment positions in Q2 2013 and 0 closed out, a net change of +61 holders.

Based on aggregated 13F filings for Q2 2013.