Fidus Investment
FDUS
70 hedge funds and large institutions have $99.2M invested in Fidus Investment in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
75% more call options, than puts
Call options by funds: $213K | Put options by funds: $122K
2% more capital invested
Capital invested by funds: $97.7M → $99.2M (+$1.49M)
0% more funds holding
Funds holding: 70 → 70 (0)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
5% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 21
1.57% less ownership
Funds ownership: 30.12% → 28.55% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.95M |
| 2 |
AM
Ares Management
Los Angeles,
California
|
+$1.82M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.25M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.17M |
| 5 |
WA
WESPAC Advisors
Orinda,
California
|
+$677K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Muzinich & Co
New York
|
-$1.56M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.51M |
| 3 |
BCM
Buckhead Capital Management
Atlanta,
Georgia
|
-$1.43M |
| 4 |
Two Sigma Investments
New York
|
-$1.43M |
| 5 |
Millennium Management
New York
|
-$1.3M |
FDUS Hedge Fund Activity: Q2 2018 in Review
70 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q2 2018, worth a combined $99.2M — up 1.5% from $97.7M a quarter earlier.
Fund positioning in FDUS was balanced in Q2 2018: 10 funds opened new positions, 10 closed out, 20 added to existing stakes and 21 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $1.95M. The largest seller was Muzinich & Co, cutting an estimated $1.56M.
- 70 institutional investors held Fidus Investment (FDUS) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $99.2M of Fidus Investment stock for Q2 2018, up 1.5% quarter-over-quarter.
- 10 funds opened new Fidus Investment positions in Q2 2018 and 10 closed out, a net change of 0 holders.
- The largest Fidus Investment buyer in Q2 2018 was Raymond James & Associates, an estimated $1.95M added.
- The largest Fidus Investment seller in Q2 2018 was Muzinich & Co, an estimated $1.56M sold.
Based on aggregated 13F filings for Q2 2018.