Fidus Investment
FDUS
60 hedge funds and large institutions have $95.6M invested in Fidus Investment in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 7 closing their positions.
17% more capital invested
Capital invested by funds: $81.5M → $95.6M (+$14.2M)
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
11% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 18
2% more funds holding
Funds holding: 59 → 60 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $22K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
+$2.16M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.72M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.46M |
| 4 |
BCM
Buckhead Capital Management
Atlanta,
Georgia
|
+$772K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$762K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$2.38M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$2.01M |
| 3 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$384K |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$287K |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$284K |
FDUS Hedge Fund Activity: Q4 2013 in Review
60 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q4 2013, worth a combined $95.6M — up 17% from $81.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FDUS positions and 7 closed out — a net gain of 1 holder — while 20 added to existing stakes and 18 trimmed.
The largest buyer was Regions Financial Corp, adding an estimated $2.16M. The largest seller was Bank of New York Mellon, cutting an estimated $2.38M.
- 60 institutional investors held Fidus Investment (FDUS) as of Q4 2013, up from 59 in Q3 2013.
- Funds reported $95.6M of Fidus Investment stock for Q4 2013, up 17% quarter-over-quarter.
- 8 funds opened new Fidus Investment positions in Q4 2013 and 7 closed out, a net change of +1 holder.
- The largest Fidus Investment buyer in Q4 2013 was Regions Financial Corp, an estimated $2.16M added.
- The largest Fidus Investment seller in Q4 2013 was Bank of New York Mellon, an estimated $2.38M sold.
Based on aggregated 13F filings for Q4 2013.