Fidus Investment
FDUS
59 hedge funds and large institutions have $81.5M invested in Fidus Investment in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 5 closing their positions.
761% more call options, than puts
Call options by funds: $198K | Put options by funds: $23K
41% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 17
3% more capital invested
Capital invested by funds: $78.8M → $81.5M (+$2.72M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 61 → 59 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.91M |
| 2 |
BG
BlackRock Group
London,
United Kingdom
|
+$1.43M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$734K |
| 4 |
Bank of New York Mellon
New York
|
+$337K |
| 5 |
Goldman Sachs
New York
|
+$275K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.83M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$912K |
| 3 |
OC
Oppenheimer & Co
New York
|
-$899K |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$572K |
| 5 |
Morgan Stanley
New York
|
-$548K |
FDUS Hedge Fund Activity: Q3 2013 in Review
59 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q3 2013, worth a combined $81.5M — up 3.5% from $78.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FDUS and 3 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 24 added.
The largest buyer was Advisors Asset Management, adding an estimated $1.91M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $1.83M sold.
- 59 institutional investors held Fidus Investment (FDUS) as of Q3 2013, down from 61 in Q2 2013.
- Funds reported $81.5M of Fidus Investment stock for Q3 2013, up 3.5% quarter-over-quarter.
- 3 funds opened new Fidus Investment positions in Q3 2013 and 5 closed out, a net change of -2 holders.
- The largest Fidus Investment buyer in Q3 2013 was Advisors Asset Management, an estimated $1.91M added.
- The largest Fidus Investment seller in Q3 2013 was Raymond James Financial Services Advisors, an estimated $1.83M sold.
Based on aggregated 13F filings for Q3 2013.