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Fidus Investment
FDUS

Overview Fund Activity

59 hedge funds and large institutions have $88.9M 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.

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
24
Reduced
17
Closed
5
Calls
$198K
Puts
$23K
Net Calls
+$175K
Net Calls Change
+$160K

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$11.5M
2
BG
2
BlackRock Group
United Kingdom
$1.45M
3
BFA
3
BlackRock Fund Advisors
California
$7.67M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.16M
5
Goldman Sachs
5
Goldman Sachs
New York
$278K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
BCM
2
Bridgeway Capital Management
Texas
$698K
3
OC
3
Oppenheimer & Co
New York
$312K
4
CIM
4
Confluence Investment Management
Missouri
$2.01M
5
Morgan Stanley
5
Morgan Stanley
New York
$712K
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$11.5M 591,606 +99,482 +20%
RJA
2
Raymond James & Associates
Florida
$9.46M 487,659 +8,137 +2%
BTS
3
BB&T Securities
Virginia
$8.5M 43,819 -2,186 -5%
BFA
4
BlackRock Fund Advisors
California
$7.67M 395,435 +38,223 +11%
YMRC
5
Yorktown Management & Research Company
Virginia
$6.77M 349,100 – –
SG
6
StepStone Group
California
$5.05M 260,105 – –
State Street
7
State Street
Massachusetts
$4.53M 233,337 +6,650 +3%
U
8
UBS
Switzerland
$3.58M 184,360 +9,037 +5%
Northern Trust
9
Northern Trust
Illinois
$3.56M 183,524 -10,360 -5%
BIT
10
BlackRock Institutional Trust
California
$3.44M 177,457 +7,534 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.16M 163,076 +17,557 +12%
Vanguard Group
12
Vanguard Group
Pennsylvania
$2.7M 139,071 +4,625 +3%
CIM
13
Confluence Investment Management
Missouri
$2.01M 103,443 -29,823 -22%
BCM
14
Buckhead Capital Management
Georgia
$1.54M 79,435 -60 -0.1%
BG
15
BlackRock Group
United Kingdom
$1.45M 74,603 +74,603 New
TCIM
16
TIAA CREF Investment Management
New York
$1.21M 62,243 +264 +0.4%
VFS
17
VSR Financial Services
Kansas
$1.17M 60,227 -6,487 -10%
GC
18
Guggenheim Capital
Illinois
$1.16M 59,858 +5,492 +10%
BIM
19
BlackRock Investment Management
Delaware
$936K 48,223 +775 +2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$918K 47,299 +4,593 +11%
Morgan Stanley
21
Morgan Stanley
New York
$712K 36,658 -28,549 -44%
BCM
22
Bridgeway Capital Management
Texas
$698K 36,000 -47,500 -57%
California State Teachers Retirement System (CalSTRS)
23
California State Teachers Retirement System (CalSTRS)
California
$479K 24,696 +824 +3%
NFA
24
Nationwide Fund Advisors
Ohio
$400K 20,634 +657 +3%
GCP
25
GSA Capital Partners
United Kingdom
$384K 19,784 -19,800 -50%
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