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Fidus Investment
FDUS

52 hedge funds and large institutions have $59.6M invested in Fidus Investment in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

398% more call options, than puts

Call options by funds: $1M | Put options by funds: $202K

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

16% more funds holding

Funds holding: 45 → 52 (+7)

15% more capital invested

Capital invested by funds: $52M → $59.6M (+$7.61M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
21
Reduced
9
Closed
3
Calls
$1M
Puts
$202K
Net Calls
+$803K
Net Calls Change
+$430K

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$1.97M
2
AAM
Advisors Asset Management
Colorado
+$1.42M
3
Two Sigma Investments
Two Sigma Investments
New York
+$873K
4
WFI
West Family Investments
California
+$799K
5
UBS Group
UBS Group
Switzerland
+$769K

Top Sellers

1
BCM
Buckhead Capital Management
Georgia
-$501K
2
YMRC
Yorktown Management & Research Company
Virginia
-$307K
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$293K
4
BTS
BB&T Securities
Virginia
-$198K
5
Morgan Stanley
Morgan Stanley
New York
-$116K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
1
Raymond James & Associates
Florida
$11.7M +$1.97M +128,666 +20%
AAM
2
Advisors Asset Management
Colorado
$6.2M +$1.42M +92,935 +30%
YMRC
3
Yorktown Management & Research Company
Virginia
$5.73M -$307K -20,000 -5%
UBS Group
4
UBS Group
Switzerland
$5.11M +$769K +50,190 +18%
WFI
5
West Family Investments
California
$4.57M +$799K +52,101 +21%
SG
6
StepStone Group
California
$3.97M – – –
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.94M +$525K +34,268 +15%
BCM
8
Buckhead Capital Management
Georgia
$2.97M -$501K -32,705 -14%
MC
9
Muzinich & Co
New York
$1.59M +$433K +28,235 +37%
BG
10
BlackRock Group
United Kingdom
$1.31M +$168K +10,933 +15%
Two Sigma Investments
11
Two Sigma Investments
New York
$1.23M +$873K +56,929 +242%
GC
12
Guggenheim Capital
Illinois
$1.06M +$316K +20,598 +42%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$1.02M +$394K +25,700 +63%
VFS
14
VSR Financial Services
Kansas
$880K – – –
BTS
15
BB&T Securities
Virginia
$798K -$198K -12,919 -20%
Morgan Stanley
16
Morgan Stanley
New York
$787K -$116K -7,560 -13%
AM
17
Ares Management
California
$732K +$736K +48,000 New
NFA
18
Nuveen Fund Advisors
Illinois
$670K +$672K +43,872 New
AR
19
Advisory Research
Illinois
$556K -$429 -28 -0.1%
SMDAM
20
Sumitomo Mitsui DS Asset Management
Japan
$499K – – –
BW
21
Bison Wealth
Georgia
$448K +$6.13K +400 +1%
Millennium Management
22
Millennium Management
New York
$433K +$14.9K +973 +4%
OC
23
Oppenheimer & Co
New York
$393K -$6.13K -400 -2%
MCM
24
McKinley Capital Management
Alaska
$379K +$52.4K +3,421 +16%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$308K +$18.4K +1,200 +6%
1
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FDUS Hedge Fund Activity: Q2 2016 in Review

52 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q2 2016, worth a combined $59.6M — up 15% from $52M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FDUS positions and 3 closed out — a net gain of 7 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $1.97M. The largest seller was Buckhead Capital Management, cutting an estimated $501K.

  • 52 institutional investors held Fidus Investment (FDUS) as of Q2 2016, up from 45 in Q1 2016.
  • Funds reported $59.6M of Fidus Investment stock for Q2 2016, up 15% quarter-over-quarter.
  • 10 funds opened new Fidus Investment positions in Q2 2016 and 3 closed out, a net change of +7 holders.
  • The largest Fidus Investment buyer in Q2 2016 was Raymond James & Associates, an estimated $1.97M added.
  • The largest Fidus Investment seller in Q2 2016 was Buckhead Capital Management, an estimated $501K sold.

Based on aggregated 13F filings for Q2 2016.