Fidus Investment
FDUS
64 hedge funds and large institutions have $77.9M invested in Fidus Investment in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 21 closing their positions.
9,140% more call options, than puts
Call options by funds: $462K | Put options by funds: $5K
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 68 → 64 (-4)
9% less capital invested
Capital invested by funds: $85.3M → $77.9M (-$7.48M)
19% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 21
30% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.06M |
| 2 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
+$1.55M |
| 3 |
NCM
Novare Capital Management
Charlotte,
North Carolina
|
+$1.4M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.11M |
| 5 |
PP
Paloma Partners
Greenwich,
Connecticut
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$7.53M |
| 2 |
State Street
Boston,
Massachusetts
|
-$3.38M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$3.04M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$1.24M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$1.12M |
FDUS Hedge Fund Activity: Q2 2014 in Review
64 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q2 2014, worth a combined $77.9M — down 8.8% from $85.3M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of FDUS and 17 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 14 added.
The largest buyer was Guggenheim Capital, opening a new position worth an estimated $2.06M. The largest seller was BlackRock Fund Advisors, exiting entirely with an estimated $7.53M sold.
- 64 institutional investors held Fidus Investment (FDUS) as of Q2 2014, down from 68 in Q1 2014.
- Funds reported $77.9M of Fidus Investment stock for Q2 2014, down 8.8% quarter-over-quarter.
- 17 funds opened new Fidus Investment positions in Q2 2014 and 21 closed out, a net change of -4 holders.
- The largest Fidus Investment buyer in Q2 2014 was Guggenheim Capital, an estimated $2.06M added.
- The largest Fidus Investment seller in Q2 2014 was BlackRock Fund Advisors, an estimated $7.53M sold.
Based on aggregated 13F filings for Q2 2014.