Fidus Investment
FDUS
70 hedge funds and large institutions have $126M invested in Fidus Investment in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
63% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 16
17% more funds holding
Funds holding: 60 → 70 (+10)
11% more capital invested
Capital invested by funds: $113M → $126M (+$12.8M)
2.31% more ownership
Funds ownership: 28.73% → 31.03% (+2.3%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Novare Capital Management
Charlotte,
North Carolina
|
+$5.7M |
| 2 |
MC
Muzinich & Co
New York
|
+$3.9M |
| 3 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$3.63M |
| 4 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
+$1.85M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
-$2.76M |
| 2 |
AM
Ares Management
Los Angeles,
California
|
-$771K |
| 3 |
Two Sigma Investments
New York
|
-$635K |
| 4 |
BlackRock
New York
|
-$521K |
| 5 |
EGA
Eagle Global Advisors
Houston,
Texas
|
-$224K |
FDUS Hedge Fund Activity: Q2 2017 in Review
70 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q2 2017, worth a combined $126M — up 11% from $113M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FDUS positions and 3 closed out — a net gain of 10 holders — while 26 added to existing stakes and 16 trimmed.
The largest buyer was Novare Capital Management, opening a new position worth an estimated $5.7M. The largest seller was Yorktown Management & Research Company, cutting an estimated $2.76M.
- 70 institutional investors held Fidus Investment (FDUS) as of Q2 2017, up from 60 in Q1 2017.
- Funds reported $126M of Fidus Investment stock for Q2 2017, up 11% quarter-over-quarter.
- 13 funds opened new Fidus Investment positions in Q2 2017 and 3 closed out, a net change of +10 holders.
- The largest Fidus Investment buyer in Q2 2017 was Novare Capital Management, an estimated $5.7M added.
- The largest Fidus Investment seller in Q2 2017 was Yorktown Management & Research Company, an estimated $2.76M sold.
Based on aggregated 13F filings for Q2 2017.