Fidus Investment
FDUS
68 hedge funds and large institutions have $85.3M invested in Fidus Investment in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
13% more funds holding
Funds holding: 60 → 68 (+8)
5% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 19
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less capital invested
Capital invested by funds: $95.6M → $85.3M (-$10.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Buckhead Capital Management
Atlanta,
Georgia
|
+$1.53M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.1M |
| 3 |
Millennium Management
New York
|
+$1M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$819K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$480K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.44M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$2.11M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$822K |
| 4 |
NCM
Novare Capital Management
Charlotte,
North Carolina
|
-$404K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$340K |
FDUS Hedge Fund Activity: Q1 2014 in Review
68 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q1 2014, worth a combined $85.3M — down 11% from $95.6M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FDUS positions and 4 closed out — a net gain of 8 holders — while 20 added to existing stakes and 19 trimmed.
The largest buyer was Buckhead Capital Management, adding an estimated $1.53M. The largest seller was Vanguard Group, cutting an estimated $2.44M.
- 68 institutional investors held Fidus Investment (FDUS) as of Q1 2014, up from 60 in Q4 2013.
- Funds reported $85.3M of Fidus Investment stock for Q1 2014, down 11% quarter-over-quarter.
- 12 funds opened new Fidus Investment positions in Q1 2014 and 4 closed out, a net change of +8 holders.
- The largest Fidus Investment buyer in Q1 2014 was Buckhead Capital Management, an estimated $1.53M added.
- The largest Fidus Investment seller in Q1 2014 was Vanguard Group, an estimated $2.44M sold.
Based on aggregated 13F filings for Q1 2014.