Fidus Investment
FDUS
67 hedge funds and large institutions have $99.5M invested in Fidus Investment in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 6 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 18
0% more capital invested
Capital invested by funds: $99.2M → $99.5M (+$279K)
0.73% less ownership
Funds ownership: 28.55% → 27.82% (-0.73%)
4% less funds holding
Funds holding: 70 → 67 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
35% less call options, than puts
Call options by funds: $216K | Put options by funds: $332K
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$527K |
| 2 |
WA
WESPAC Advisors
Orinda,
California
|
+$474K |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$338K |
| 4 |
VanEck Associates
New York
|
+$249K |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$185K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Muzinich & Co
New York
|
-$1.19M |
| 2 |
D.E. Shaw & Co
New York
|
-$1.11M |
| 3 |
Two Sigma Advisers
New York
|
-$773K |
| 4 |
Two Sigma Investments
New York
|
-$460K |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$426K |
FDUS Hedge Fund Activity: Q3 2018 in Review
67 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q3 2018, worth a combined $99.5M — up 0.28% from $99.2M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of FDUS and 4 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 24 added.
The largest buyer was Raymond James & Associates, adding an estimated $527K. The largest seller was Muzinich & Co, cutting an estimated $1.19M.
- 67 institutional investors held Fidus Investment (FDUS) as of Q3 2018, down from 70 in Q2 2018.
- Funds reported $99.5M of Fidus Investment stock for Q3 2018, up 0.28% quarter-over-quarter.
- 4 funds opened new Fidus Investment positions in Q3 2018 and 6 closed out, a net change of -2 holders.
- The largest Fidus Investment buyer in Q3 2018 was Raymond James & Associates, an estimated $527K added.
- The largest Fidus Investment seller in Q3 2018 was Muzinich & Co, an estimated $1.19M sold.
Based on aggregated 13F filings for Q3 2018.