Fidus Investment
FDUS
68 hedge funds and large institutions have $119M invested in Fidus Investment in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 10 closing their positions.
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
1% more funds holding
Funds holding: 67 → 68 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 22
0.18% less ownership
Funds ownership: 32.07% → 31.89% (-0.18%)
6% less capital invested
Capital invested by funds: $126M → $119M (-$7.69M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $156K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$3.59M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.49M |
| 3 |
D.E. Shaw & Co
New York
|
+$1.37M |
| 4 |
WFI
West Family Investments
Carlsbad,
California
|
+$1.26M |
| 5 |
Two Sigma Investments
New York
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
-$4.42M |
| 2 |
MC
Muzinich & Co
New York
|
-$2.97M |
| 3 |
AR
Advisory Research
Chicago,
Illinois
|
-$1.16M |
| 4 |
SMDAM
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
-$1.15M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.09M |
FDUS Hedge Fund Activity: Q4 2017 in Review
68 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q4 2017, worth a combined $119M — down 6.1% from $126M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FDUS positions and 10 closed out — a net gain of 1 holder — while 22 added to existing stakes and 22 trimmed.
The largest buyer was Kennedy Capital Management, adding an estimated $3.59M. The largest seller was Yorktown Management & Research Company, exiting entirely with an estimated $4.42M sold.
- 68 institutional investors held Fidus Investment (FDUS) as of Q4 2017, up from 67 in Q3 2017.
- Funds reported $119M of Fidus Investment stock for Q4 2017, down 6.1% quarter-over-quarter.
- 11 funds opened new Fidus Investment positions in Q4 2017 and 10 closed out, a net change of +1 holder.
- The largest Fidus Investment buyer in Q4 2017 was Kennedy Capital Management, an estimated $3.59M added.
- The largest Fidus Investment seller in Q4 2017 was Yorktown Management & Research Company, an estimated $4.42M sold.
Based on aggregated 13F filings for Q4 2017.