Fidus Investment
FDUS
70 hedge funds and large institutions have $97.7M invested in Fidus Investment in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 12 closing their positions.
127% more call options, than puts
Call options by funds: $270K | Put options by funds: $119K
29% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 17
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
3% more funds holding
Funds holding: 68 → 70 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.77% less ownership
Funds ownership: 31.89% → 30.12% (-1.8%)
18% less capital invested
Capital invested by funds: $119M → $97.7M (-$20.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$5.04M |
| 2 |
WFI
West Family Investments
Carlsbad,
California
|
+$2.94M |
| 3 |
D.E. Shaw & Co
New York
|
+$1.06M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$810K |
| 5 |
Millennium Management
New York
|
+$726K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Muzinich & Co
New York
|
-$7.57M |
| 2 |
AM
Ares Management
Los Angeles,
California
|
-$3.06M |
| 3 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
-$2.44M |
| 4 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
-$1.62M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.24M |
FDUS Hedge Fund Activity: Q1 2018 in Review
70 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q1 2018, worth a combined $97.7M — down 18% from $119M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FDUS positions and 12 closed out — a net gain of 2 holders — while 22 added to existing stakes and 17 trimmed.
The largest buyer was Kennedy Capital Management, adding an estimated $5.04M. The largest seller was Muzinich & Co, cutting an estimated $7.57M.
- 70 institutional investors held Fidus Investment (FDUS) as of Q1 2018, up from 68 in Q4 2017.
- Funds reported $97.7M of Fidus Investment stock for Q1 2018, down 18% quarter-over-quarter.
- 14 funds opened new Fidus Investment positions in Q1 2018 and 12 closed out, a net change of +2 holders.
- The largest Fidus Investment buyer in Q1 2018 was Kennedy Capital Management, an estimated $5.04M added.
- The largest Fidus Investment seller in Q1 2018 was Muzinich & Co, an estimated $7.57M sold.
Based on aggregated 13F filings for Q1 2018.