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Fidus Investment
FDUS

Overview Fund Activity

60 hedge funds and large institutions have $101M invested in Fidus Investment in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
19
Reduced
19
Closed
7
Calls
–
Puts
$22K
Net Calls
-$22K
Net Calls Change
-$197K

Top Buyers

1
RFC
1
Regions Financial Corp
Alabama
$2.73M
2
AAM
2
Advisors Asset Management
Colorado
$14.7M
3
RJA
3
Raymond James & Associates
Florida
$12.2M
4
BCM
4
Buckhead Capital Management
Georgia
$2.55M
5
GC
5
Guggenheim Capital
Illinois
$2.11M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$6.52M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$1.01M
3
CIM
3
Confluence Investment Management
Missouri
$0
4
GCP
4
GSA Capital Partners
United Kingdom
$0
5
BIT
5
BlackRock Institutional Trust
California
$3.55M
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$14.7M 675,824 +84,218 +14%
RJA
2
Raymond James & Associates
Florida
$12.2M 559,463 +71,804 +15%
BFA
3
BlackRock Fund Advisors
California
$8.29M 381,481 -13,954 -4%
YMRC
4
Yorktown Management & Research Company
Virginia
$7.59M 349,100 – –
BTS
5
BB&T Securities
Virginia
$6.52M 29,975 -13,844 -32%
SG
6
StepStone Group
California
$5.66M 260,105 – –
State Street
7
State Street
Massachusetts
$5.07M 233,243 -94 -0%
U
8
UBS
Switzerland
$4.35M 199,970 +15,610 +8%
Northern Trust
9
Northern Trust
Illinois
$4.21M 193,684 +10,160 +6%
BIT
10
BlackRock Institutional Trust
California
$3.55M 163,367 -14,090 -8%
Vanguard Group
11
Vanguard Group
Pennsylvania
$3.07M 141,019 +1,948 +1%
RFC
12
Regions Financial Corp
Alabama
$2.73M 125,603 +106,100 +544%
BCM
13
Buckhead Capital Management
Georgia
$2.55M 117,294 +37,859 +48%
GC
14
Guggenheim Capital
Illinois
$2.11M 97,225 +37,367 +62%
BG
15
BlackRock Group
United Kingdom
$1.67M 76,590 +1,987 +3%
TCIM
16
TIAA CREF Investment Management
New York
$1.31M 60,448 -1,795 -3%
VFS
17
VSR Financial Services
Kansas
$1.29M 59,401 -826 -1%
BIM
18
BlackRock Investment Management
Delaware
$1.02M 47,092 -1,131 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.01M 46,392 -116,684 -72%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$852K 39,207 -8,092 -17%
BCM
21
Bridgeway Capital Management
Texas
$783K 36,000 – –
Morgan Stanley
22
Morgan Stanley
New York
$750K 34,491 -2,167 -6%
AR
23
Advisory Research
Illinois
$646K 29,710 +29,710 New
SMDAM
24
Sumitomo Mitsui DS Asset Management
Japan
$645K 29,710 +29,710 New
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$539K 24,796 +100 +0.4%
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