Fidus Investment
FDUS
60 hedge funds and large institutions have $113M invested in Fidus Investment in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 8 closing their positions.
84,700% more call options, than puts
Call options by funds: $848K | Put options by funds: $1K
160% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 10
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
31% more capital invested
Capital invested by funds: $86.3M → $113M (+$27M)
3.8% more ownership
Funds ownership: 24.92% → 28.73% (+3.8%)
5% less funds holding
Funds holding: 63 → 60 (-3)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Muzinich & Co
New York
|
+$7.54M |
| 2 |
BlackRock
New York
|
+$3M |
| 3 |
VanEck Associates
New York
|
+$2.68M |
| 4 |
AR
Advisory Research
Chicago,
Illinois
|
+$1.77M |
| 5 |
SMDAM
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.46M |
| 2 |
AM
Ares Management
Los Angeles,
California
|
-$918K |
| 3 |
Millennium Management
New York
|
-$654K |
| 4 |
D.E. Shaw & Co
New York
|
-$439K |
| 5 |
Two Sigma Investments
New York
|
-$400K |
FDUS Hedge Fund Activity: Q1 2017 in Review
60 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q1 2017, worth a combined $113M — up 31% from $86.3M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of FDUS and 7 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 26 added.
The largest buyer was Muzinich & Co, adding an estimated $7.54M. The largest seller was Advisors Asset Management, cutting an estimated $2.46M.
- 60 institutional investors held Fidus Investment (FDUS) as of Q1 2017, down from 63 in Q4 2016.
- Funds reported $113M of Fidus Investment stock for Q1 2017, up 31% quarter-over-quarter.
- 7 funds opened new Fidus Investment positions in Q1 2017 and 8 closed out, a net change of -1 holder.
- The largest Fidus Investment buyer in Q1 2017 was Muzinich & Co, an estimated $7.54M added.
- The largest Fidus Investment seller in Q1 2017 was Advisors Asset Management, an estimated $2.46M sold.
Based on aggregated 13F filings for Q1 2017.