Fidus Investment
FDUS
49 hedge funds and large institutions have $53.5M invested in Fidus Investment in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 20 closing their positions.
50% more call options, than puts
Call options by funds: $3K | Put options by funds: $2K
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
17% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 18
23% less funds holding
Funds holding: 64 → 49 (-15)
31% less capital invested
Capital invested by funds: $77.9M → $53.5M (-$24.3M)
75% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
+$1.51M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.26M |
| 3 |
Millennium Management
New York
|
+$738K |
| 4 |
DC
Deere & Company
Moline,
Illinois
|
+$496K |
| 5 |
Two Sigma Investments
New York
|
+$305K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$2.27M |
| 2 |
NCM
Novare Capital Management
Charlotte,
North Carolina
|
-$1.54M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.35M |
| 4 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$1.21M |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$992K |
FDUS Hedge Fund Activity: Q3 2014 in Review
49 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q3 2014, worth a combined $53.5M — down 31% from $77.9M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of FDUS and 5 opened new positions — a net loss of 15 holders — while 18 trimmed existing stakes and 15 added.
The largest buyer was Yorktown Management & Research Company, adding an estimated $1.51M. The largest seller was Northern Trust, exiting entirely with an estimated $2.27M sold.
- 49 institutional investors held Fidus Investment (FDUS) as of Q3 2014, down from 64 in Q2 2014.
- Funds reported $53.5M of Fidus Investment stock for Q3 2014, down 31% quarter-over-quarter.
- 5 funds opened new Fidus Investment positions in Q3 2014 and 20 closed out, a net change of -15 holders.
- The largest Fidus Investment buyer in Q3 2014 was Yorktown Management & Research Company, an estimated $1.51M added.
- The largest Fidus Investment seller in Q3 2014 was Northern Trust, an estimated $2.27M sold.
Based on aggregated 13F filings for Q3 2014.